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:

If you prefer to import records individually by yourself, 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.

If you've previously tracked grants data and would like to avoid adding historical records one at a time, Instrumentl makes it easy for you to upload a spreadsheet of your existing historical grants!

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

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

If you're 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". E.g., if you 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.

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.

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 has been completed, and may also reach out if there are any potential modifications or clarifications necessary.

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

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.

Use the the 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 about adding tasks here.

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