Instrumentl's Tracker is meant to keep your funding pipeline organized. We recommend folks import historical funding opportunities that they were working on before joining Instrumentl in order to:
Centralize your funding pipeline
Save time hunting down funding information
Improve team collaboration
Automatically access funder 990 insights
Import records one-by-one
If you prefer to import each record yourself one by one, 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.
Import multiple records at once by uploading a spreadsheet
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 Tracker on your behalf.
To upload a spreadsheet or list of historical grants, select the +Add New button at the top right of your Grant Tracker and click Import your grants spreadsheet.
From there, you'll be prompted to download our template. The first five rows in that template are mandatory. Those are:
Foundation Name
Funding Opportunity Name
Status
Instrumentl Project Name
Year
If you are tracking a funder that does not have an open Funding Opportunity, you can leave that cell blank and we will auto-fill that field in with "Funder Name + Grant". For example, if we were tracking the Ford Foundation and they did not have an open opportunity, we would title the Funding Opportunity as "Ford Foundation Grant".
The rest of the columns in the spreadsheet are optional. Once you submit your spreadsheet, our team will get started and let you know once the import is complete. Please note that these imports are done manually by one of our team members and are not automatic.
Add a historical record to a grant already saved in your 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 Tracker
Find the Year 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.
You can also use the search bar at the top of your Tracker to search for a specific historical record. This search bar searches through records across all years.
Centralize your funding pipeline and import your historical awards today! Once you have these awards imported, be sure to learn about adding tasks here.
Contact Us 
Reach out to our friendly support team if you have any questions about using this feature. Message us via the chat bubble when you're logged in, or email us at hello@instrumentl.com.