Your funder and opportunity data can be imported into your GrantHub Pro site. Whether you are transitioning from a different system or transferring data from spreadsheets, this article covers the essential steps to ensure a successful migration of your funder profiles and grant opportunity data.
It is recommended that you test each data import in your Sandbox site before importing into your Live site. This allows you to check that the data looks as expected in GrantHub Pro and make any necessary adjustments. Contact Support with any questions throughout these steps.
If you have fewer than 20 funder profiles or opportunities to import, it is recommended that you manually enter the data into your GrantHub Pro site rather than following the steps in this article.
The GrantHub Pro Training Webinar - Data Import and Reporting provides instructions and additional details in a video format.
Prepare the Import Template
- Download the import template.
- Click File.
- Click Save As.
- Click Download a Copy to save a copy of the import template to your computer.
- Open the saved copy of the import template.
- Each tab in the template allows you to enter a specific type of data.
- The Instructions tab provides a key for the required fields.
- Fill out the template with your data.
- Only fill out data for the tabs you intend to import into GrantHub Pro.
- Delete the sample rows of data when you no longer need them for reference.
- If you added profile custom fields in GrantHub Pro, you can add them as a column in the import template using the same field name as in GrantHub Pro.
Import Funder Data into GrantHub Pro
- Navigate to CRM.
- Click Data Import on the navigation bar, and then click Import Profiles.
- Click Upload data from file.
- Select your saved import file.
- Select Funders from the Select sheets drop-down menu, and then click Continue.
- Click Yes in the the "Does the selected row contain column headers?" section.
- Confirm that your data maps to the appropriate fields.
- The Foundant Import Tool will use the data in your file to assist with mapping.
- There are three options: confirm the import tool's mapping, select a different field to map data to, or exclude data from the import.
- Once all fields have been confirmed or ignored, click Review.
- Correct any errors by typing directly into the fields highlighted in red.
- Click Continue.
- Click Yes to confirm submission of the import file.
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Do not click Yes more than once. The file will import each time Yes is clicked. There is not a way to undo an import.
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- Click Ok.
Import Opportunity Data into GrantHub Pro
- Navigate to Fundraising.
- Click Data Import on the navigation bar, and then click Import Grantseeking Opportunities.
- Click Upload data from file.
- Upload your saved import file.
- Select Opportunities (Grantseeking) from the Select sheets drop-down menu, and then click Continue.
- Click Yes in the the "Does the selected row contain column headers?" section.
- Confirm that your data maps to the appropriate fields.
- The Foundant Import Tool will use the data in your file to assist with mapping.
- There are three options: confirm the import tool's mapping, select a different field to map data to, or exclude data from the import.
- Once all fields have been confirmed or ignored, click Review.
- Correct any errors by typing directly into the fields highlighted in red.
- Click Continue.
- Click Yes to confirm submission of the import file.
-
Do not click Yes more than once. The file will import each time Yes is clicked. There is not a way to undo an import.
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- Click Ok.