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Happie Pingol
Community Manager
February 23, 2026

How do I upload grant plans in bulk?

  • February 23, 2026
  • 4 replies
  • 54 views

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 

Not quite what you were searching for?

4 replies

First Timer
August 4, 2026

Is there a template that can be used to upload? I keep running into the issue where my upload fails.

peter ritcheson
Bonterran
August 4, 2026
Organization Name Grant Name/ID Grant Type - not required - (operating,research,capicity building) Proposal Summary Program Program Manager Proposal Manager Secondary Staff Actual Submission Date Amount Requested Projected Amount Grant Submission Deadline Grant Period Start Date Grant Period End Date Expected Notification Date Result (awarded, not awarded) Notification Date Award Amount Start Date Campaign Designation  Status Status Date
                                             
                                             

The template above should get you there. The column headers in red are the required fields.

Let me know if that works

First Timer
August 4, 2026

Thank you! Are we able to edit in bulk as well for plans that have already been created?

peter ritcheson
Bonterran
August 4, 2026

Unfortunately not. Once created, Grants can only be updated manually