How To Import Grants

Grants includes all grants that an organization has begun to apply for, applied for, received, or been denied. Grants may be accessed from lists organized by award status within the Grant Management module. Grant lists include All Grants, Pending Grants (Pending, Internal Review, or To Be Submitted status), Active Grants (Approved or Extended status), Denied Grants, Cancelled Grants, Closed Grants, Completed Grants, Deleted/Disabled Grants, Grants Awarded (grants that have been awarded to recipient organizations), and Sub-Awards. For more information on grants awarded, see the Award Management Guide.

Users can import multiple grants using the Grants Import Template (recommended) or their own Excel file. The Grants Import Template includes the Name*, Grantor*, Award Type*, Award Status*, Denied Date, Grant Manager First Name*, Grant Manager Last Name*, Grant Writer(s), Department(s) or Program(s), Subjects, Additional Staff, Project(s), Description, Award Details, Eligibility Requirements, Additional Information, Unique Identifier, Status, RFP ID Number, Funding Opportunity Number, Assistance Listings Number, Letter of Intent Required*, Letter of Intent Due Date, Proposal Open Date, Proposal Close Date, Proposal Submitted Date, Projected Receipt Date*, Proposed Length of Award Years*, Proposed Length of Award Months*, Requested Amount, Cash Match Amount, In Kind Match Requirement, Other Funding Requirement, Awarded Date*, Extension Approved Date*, Extended End Date*, Start Date*, Grant Year One End Date*, End Date*, Close Out Date, Activity Code (NAICS or NTEE-NPC), Federal Agency and Organizational Element, Identifying Number Assigned by Federal Agency, Recipient Account Number, Awarded Amount*, Cash Match Amount, In Kind Match Amount, Other Funding Amount, and Financial Code fields. Required fields have asterisks (*) next to their names.

 Note: The Grantor, Grant Writers, Additional Staff, and Grant Manager Names must exactly match what is in the Contacts module and the Department(s) and Subjects must exactly match what is in the Administration module.

1. Open Grant Management>Grants>All Grants.
2. Click the  (Import icon) in the Icon Bar.
3. In the pop-up window, select Grant Import from the Choose Import dropdown.
4. Click Choose a file to select a file from your computer.
5. Select the Destination field for each Source column. If you are using the Grants Import Template (recommended), the source and destination fields should match.
6. Click Import.