If you are just interested in importing a spreadsheet, watch this video:
If you prefer to import each record yourself to review the deadlines & status', watch this video:
Instrumentl's Grant Tracker makes it super easy to manage and store your organization's grant history without having to resort to spreadsheets.
Adding a historical grant to your Grant Tracker
To add a historical grant to your Tracker, go to the top right on your Tracker and click + Add New > + Add one. From there, fill out the additional fields and save the grant to your Tracker. Read more about adding a historical grant to your Tracker here.
How to add multiple historical records at once
If you'd like to avoid adding historical records one at a time, Instrumentl makes it easy for you to upload a spreadsheet of historical grants! Our team will review the imported data and add it to your Grant Tracker on your behalf.
To upload a spreadsheet or list of historical grants, go to the top right on your Tracker and click + Add New > Import your grants spreadsheet. Read more about importing a spreadsheet here.
How to add a historical record to a grant already saved in your Grant Tracker
To add a historical record to a grant already saved to your Tracker, you'll want to duplicate the opportunity. Click into the saved opportunity and click More options > Duplicate.
Then you'll be prompted to enter the information for the historical grant. Once you click Save, this past grant will be saved as a separate record in your Tracker.
Locating historical records in your Grant Tracker
Find the Year drop-down at the top left of your Tracker and select the year(s) you'd like to view. The stats at the top of your Tracker will update according to the year(s) selected.
You can also use the search bar at the top of your Tracker (right next to the green +Add grant button) to search for a specific historical record. This search bar searches through records across all years.