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One-Click Migration

Be fully set up in under 10 minutes

10 min
1Upload
2Review
3Confirm
4Complete
5Find
Self-Service Migration

Import your grant data

Upload a CSV or Excel export from your current platform. We'll automatically detect and map your columns — grants, deadlines, funder contacts, and task histories — into your new pipeline.

Drop your export file here

or click to browse — supports .csv and .xlsx files

Grant OpportunitiesTask ListsFunder Contacts

How to export from your current platform

  1. 1. In your current platform, go to Reports → Exports (or equivalent)
  2. 2. Select Grants, Tasks, or Contacts and export as CSV
  3. 3. Upload the file above — we'll auto-detect and map the columns

Private & Secure

Your data stays yours

Under 10 Min

Start to finish

CSV & Excel

Auto-detected

Prefer a guided migration? Our team can handle it for you.

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