Import
A CSV or XLSX of awards, gifts, or milestones from the spreadsheet the organization already keeps. Columns are matched by a guessed mapping shown before anything changes; importing the same file twice updates the same records instead of doubling them.
Choose the file
Columns the importer recognises
Award or Title; Funder or Provider or Foundation; Amount; Start or Period start; End or Period end; Program (optional); Status (optional). Dates as YYYY-MM-DD. The natural key is the funder and the title.