Activating Advanced Features: Core Concept: Grant Import Template

27 STEPS

1. Welcome to the Euna Grants Core Concept video on the Grant Import File.

2. Use the import file to load many grants quickly. First, manually enter 1–2 grants to learn the process.

3. Download the Excel template from the support site. It includes a sheet with many grant detail columns.

Do not change column order, counts, or dropdowns. Enter data carefully - spelling and values import exactly as entered!

4. Navigate to amplifund.zendesk.com and Click Import Templates

5. Click on Grants Import Template

6. Click on the link to download template

7. General rule: More detail yields better analytics. Not all fields are required for a successful import, but complete data improves reporting capabilities. Red triangles indicate a cell note is available for more information

8. Asterisks mark required fields.

9. Enter Grant Name

10. Choose a Grant Type from the dropdown options.

11. Select Award Status. This dictates fields required later in the template file. If unsure what a field means, reference our support site for definitions of each data component.

12. Internal review and to be submitted are pre-award statuses. Denied are grants you applied for but did not receive and approved are grants you received. To see the full list of drop down options for any column, click on the arrow next to the column.

13. Enter the Grant Manager first and last name. This pulls from your list of Staff and it must match spelling.
Keep your Staff list handy to confirm correct spellings.

14. Optionally, add one or multiple Grant Writer(s). This also pulls from the Staff list.
Again, Names must match exactly; any typos or mismatching information that are detected will block the import attempt.

15. Add Department(s) and Subject(s). You may enter one or multiple records. If entering multiple records, each value must be comma-separated with no spaces.

16. Add Additional Staff, Project (if using Projects), Description, Award Details, Eligibility, Notes, or Unique ID.

17. Set Status to “Enabled” or “Disabled”. Disabled records will be stored within Euna Grants but will not appear on the list of available grants.

18. Optional Pre-Award fields include: RFP ID and Assistance Listing (formerly CFDA) numbers, and others.

19. Letter of Intent Required - if select Yes, enter the LOI Due Date.

20. Proposal Open/Close/Submitted dates are optional; if provided, these dates will appear on your Calendar menu when logged into Euna Grants.

21. For Pre-Award grants, Projected Receipt Date and Length (months) are required (enter 0 if none).

22. Requested and Match are optional; numbers only, no symbols.

23. For Post-Award grants, Awarded Date is required.
If the status is “Extended”, Extended Date is required.

24. For Post-Award, enter Start Date, Year 1 End Date, and End Date (all required).

25. If the status is “Extended”, Extended Date is required.

26. Enter Awarded Amount (required for Post-Award) and any Match.

Use numbers only - no dollar signs.
Review the file for accuracy and required fields. To avoid issues during the import, correct all typos and number formats before importing.

27. Through this video you’ve learned how to update the grant import file to prepare grant data to be imported into Euna Grants. Should you have additional questions, please visit our support site. Thank you!