Instrumentl's Tracker is meant to keep your entire funding pipeline organized — not just new opportunities you find inside Instrumentl.

We recommend importing any grants or funders you were managing before joining Instrumentl, whether they are:

Bringing your existing grants into your Tracker helps you:

If you prefer to add records individually, go to the top right of your Tracker and click + Add New > + Add one. From there, fill out the relevant fields and save the grant to your Tracker.

This option works best if you only have a few grants to bring in. Learn more about adding custom grants here.

If you've previously tracked grants in Excel, Google Sheets, or another CRM, Instrumentl makes it easy to upload multiple existing grants at once.

Our Grant Import team will review the imported data and add the records to your Tracker on your behalf, saving you hours of manual data entry.

To upload a spreadsheet or list of current or past grants, select the +Add New button at the top right of your Grant Tracker and click Import your grants spreadsheet.

From there, you'll see an import screen prompting you to directly download our grants import template as an Excel, CSV, or Google Sheets file in just one click!
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The first five rows in the template are mandatory:

If you're tracking a funder that doesn't have an open Funding Opportunity, you can leave that cell blank, and we will auto-fill it with [Funder Name] + [Grant]. For example, if you were tracking the Ford Foundation and they did not have an open opportunity, we would title the custom opportunity as "Ford Foundation Grant".

The remaining columns in the spreadsheet are optional.

However, you may wish to fill out additional information in the spreadsheet to populate your Instrumentl grant data as thoroughly as possible to maintain accurate records and keep your Instrumentl statistics up-to-date.

Be sure to double-check reporting deadlines and amounts for any awarded grants to avoid inconsistencies in your data.

As you fill out your export template, you can reach out to Instrumentl's team if you have any questions about formatting.

Once you submit your verified spreadsheet, a "Pending Import" banner will appear on your account, and our team will get started processing your grants!

Please note that these grant imports are done manually by one of our Grant Import team members and are not automatic.

We will inform you as soon as the import is complete, and we may also reach out if any modifications or clarifications are necessary.

Any further updates or additional questions about your newly-imported grants can be addressed post-submission by reaching out to Instrumentl Support.

Now that you've added your existing grant records to Instrumentl, you can view them within your Tracker. Use the Fiscal Years drop-down at the top 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.
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You can also use the search bar at the top of your Tracker to comb through records across all years. This function allows you to easily search the Tracker to locate a specific historical record.

If you have any gaps in your imported historical records, you can always update your opportunity's data within Instrumentl by filling out additional field details.

Centralize your funding pipeline and import your historical awards today to maintain accurate records and populate Instrumentl-generated statistics!

Once you have these awards imported, be sure to learn how to add tasks here.

Reach out to Instrumentl's Support team if you have any questions about adding your past grants! Message us when you're logged in, or email us at hello@instrumentl.com.