How To Import Subjects

Subjects are keywords that link grant and project records. By including subjects, your grants and projects can be more searchable and manageable. Subjects may be created in the Administration module, or from a grant or project record.

Organizational Admin can import multiple subjects using the Subjects Import Template (recommended) or their own Excel file. The Subject Import Template includes the Name* field. Required fields have asterisks (*) next to their names.

1. Open Administration>Lists>Subjects.
2. Click the   (Import icon) in the Icon Bar.
3. Click Select Files… to select a file from your computer.
4. Click Next.
5. Select the Destination field for each Source column. If you are using the Subjects Import Template (recommended), the source and destination fields should match.
6. Click Create.