Import GLM Profiles and Expenses

Last Updated July 10, 2023 20:34

Profiles and expenses can be exported from your Grant Lifecycle Manager (GLM) site and imported into your NonprofitCore or GrantHub Pro site.

Import Profiles

Export Profiles from GLM

Build a data set to include all relevant profile information.
- Include the following when selecting pre-filters:
  - Processes that will capture the correct applicants.
  - The Approved, Follow Up(s) Assigned, and Closed request statuses.
- Select the following data fields:
  - Organization Name
  - Organization Address 1
  - Organization Address 2
  - Organization City
  - Organization State
  - Organization Postal Code
  - Organization Country
  - Organization Tax ID
  - Contact Email
  - Contact Phone
- Select One row per Request as the data set output.
Run and save a report using the data set.
Export the report as a .csv file.
In the .csv file, add a column labeled "Type" and enter "Organization" in each row of the column.
Confirm that data is entered into each cell in the .csv file.
Save the .csv file with the name "Profile Import".

Import Profiles into NonprofitCore or GrantHub Pro

Import the "Profile Import" file.
- Ensure that GLM fields map to NonprofitCore or GrantHub Pro fields as follows:
  - Map Organization Name to Name.
  - Map Organization Address 1 to Address Line 11.
  - Map Organization Address 2 to Address Line 21.
  - Map Organization City to City 1.
  - Map Organization State to State 1.
  - Map Organization Postal Code to Postal Code 1.
  - Map Organization Country to Country 1.
  - Map Organization Tax ID to Tax ID.
  - Map Contact Email to Email Address 1.
  - Map Contact Phone to Phone Number 1.
  - Map Type to Type.
After completing the import, navigate to CRM.
Click Profiles on the navigation bar, and then click All Profiles.
Ensure that the import successfully added the profiles.

Import Expenses

Export Expenses from GLM

Build a data set to include all relevant expenses information.
- Include the following when selecting pre-filters:
  - Processes that will capture the correct requests.
  - The Approved, Follow Up(s) Assigned, and Closed request statuses.
- Select the following data fields:
  - Organization Name
  - Contact Email
  - Process Name
  - Project Name
  - Decision Date
  - Installment Amount
  - Installment Due Date
  - Installment ID
  - Installment Number
- Combine the Project Name and Installment Number fields.
  - Use "Invoice Number" as the Name.
  - Use a colon as the Separator.
- Select One row per Installment as the data set output.
Run and save a report using the data set.
Export the report as a .csv file.
Make the following edits in the .csv file:
- Add a column labeled "Payable Account" and enter the payable account number in each row.
- Add a column labeled "Account Number" and enter the credit (expense) account number in each row.
- Add a column labeled "Service Name" and enter the service name in each row.
  - Services must be an exact match with existing services in your NonprofitCore or GrantHub Pro site and are case-sensitive.
- If any expenses are for regrants, add a column labeled "Opportunity Name" and enter the name of the grant opportunity in each applicable row.
  - Grant opportunities must be an exact match with existing grant opportunities in your NonprofitCore or GrantHub Pro site and are case-sensitive.
Save the .csv file with the name "Expense Import".

Import Expenses into NonprofitCore or GrantHub Pro

Import the "Expense Import" file.
- Ensure that GLM fields map to NonprofitCore or GrantHub Pro fields as follows:
  - Map Organization Name to Name.
  - Map Contact Email to Email.
  - Map Process Name to Description.
  - Map Decision Date to Date.
  - Map Installment Amount to Amount.
  - Map Installment Due Date to Due Date.
  - Map Installment ID to Record ID.
  - Map Invoice Number to Invoice Number.
  - Map Payable Account to Payable Account Number.
  - Map Account Number to Account Number.
  - Map Service Name to Service Name.
  - Map Opportunity Name to Opportunity Name if this column was added to the .csv file.
After completing the import, navigate to Accounting and click Expenses on the navigation bar.
Ensure that the import successfully added the expenses.
- Expenses will not appear on an organization's profile or in reporting until they are posted.