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How do I upload grant plans in bulk?

  • February 23, 2026
  • 0 replies
  • 9 views

Happie Pingol
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Using bulk upload for grant plans 

Bulk Upload allows you to create multiple grant plans at once, saving time when managing numerous grants. 

 

Step 1: Prepare your data 

  1. Create a spreadsheet with your grant plan details 

  1. Ensure your data matches the required fields for grant plans 

Step 2: Access the bulk upload tool 

  1. Navigate to the bulk upload feature in your system 

  1. Select "Apply Grants" mapping for your upload 

Step 3: Upload your data 

  1. Follow the system prompts to upload your file 

  1. Map your columns to the appropriate fields in the system 

  1. Complete the upload process 

Step 4: Add additional details manually 

  1. Note that you will still need to manually: 

    1. Assign Program Officers 

    2. Attach Deliverables 

    3. Add other files 

  2. Navigate to each Grant details page to complete these tasks 

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