How To Import Organizations

Organizational Admin can import multiple organizations using the Organizations Import Template (recommended) or their own Excel file. The Organizations Import Template includes the Name*, DBA Name, Organization Type*, Address Line 1, Address Line 2, City, State, Zip Code, Country, Email Address, Phone Number, Extension, DUNS Number, Website, Submission Website, Submission Website Username, Submission Website Password, Funding Cycle, Funding Cycle Description, Description, and Unique Identifier fields. Required fields have asterisks (*) next to their names.

1. Open Contacts>Organizations.
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 Organizations Import Template (recommended), the source and destination fields should match.
6. Click Create.