Project Import Template

Multiple grants can be used to fund a single project. This allows for the management and financial and programmatic activity at the project level while still maintaining detailed grant records required for funder reporting. Additionally, a single grant may fund multiple projects, allowing for segmented project tracking and management.

Use the attached template to import your Projects list. Required fields are designated with an asterisk (*). Once completed, Organizational Administrators can import to Project Management>Projects.

How To Import Projects:

1. Open Project Management>Projects.
2. Click the   (Import icon) in the Icon Bar.
3. In the pop-up window, click Choose a file to select a file from your computer.
4. Select the Destination field for each Source column. If you are using the Project Import Template (recommended), the source and destination fields should match.
5. Select a Match Key. This will determine how AmpliFund identifies and updates the records.
6. Click Import.