Import Grants

Written by Nick Miles

Last published at: April 1st, 2019
  1. Select Grants from the Home page.
  2. Click Import Grants.
  3. Click Download Template.
    • The file will automatically download to your computer's Downloads folder.
  4. Open the .csv file and enter your data within the corresponding fields.
    • Note:
      • A row must have at least a grantee_name or a profile_id, an amount, a funit_id and grant_date. All other fields are optional.
      • A row can only have one of grantee_name or profile_id.
      • Upload will use the grantee_name, to check for an existing profile unless a profile_id is defined. If an exact match is not found under grantee_name or profile_id, a new profile will be created.
      • The system will use grantee_name information and choose the name that matched the profile with the lowest profile_id.
      • Leading and trailing spaces in all entries will be removed. i.e. (" Chris " becomes "Chris")
      • Grants flagged as historical will move directly to complete after processing in the import bucket, others will all move to new
  5. Once all data is entered, save the .csv file to your computer.
  6. Select Choose File.
  7. Locate and select the .csv file containing your data, then click Open.
  8. Click Process to import your data.