Import In-Kind Items into Categories in Bulk

Multiple items can be added to a category by importing them from a spreadsheet. This process involves building an Item Import File based on the items to be added to the category.

The first step in importing items in bulk is to open the Import Items tool in GrantsConnect. There are multiple ways to access this option depending on the availability of the category in the system.

  1. Create a new in-kind category.

  2. From the Create New Category screen, select the Create and import data option.

This will open the Import Items tool in the Create New Category screen.

  1. Navigate to the Settings > In Kind area.

  2. Select the arrow next to the category.

  3. On the Category Detail page, select the Import items button.

This will open the Import Items tool.

In the next step, the user should download and update the Item Import File.

  1. From the Import Items (or Create New Category) screen, select the Download template button to download a template of the Item Import File.

    Note: The Item Import File is a CSV file with the following columns: Name, Identification, Units, and Value.

  2. Fill out the template with the information for each item to be added to the category.

    1. Provide a name for the item in the Name column.

    2. Provide an authentication number (e.g., 1000YC) in the Identification field.

    3. Optional - Specify the number of items available for request in the Units column.

    4. Determine the monetary item that will be used for calculations in the Value per item column.

To complete this process, the final Item Import File will be loaded into the system.

  1. Navigate to the Settings > In Kind area.

  2. Select the arrow next to the category.

  3. On the Category Detail page, select the Import items button to reopen the Import Items screen.

  4. Find and select the completed Item Import File to upload.

    Tip: The Item Import File will be automatically validated for proper formatting and required fields upon upload.

  5. Correct any errors that appear. Errors will be listed in the screen and can be downloaded by selecting the Download errors button.

  6. If any changes were made, reupload the corrected file and verify the information before importing the items.

  7. Select the Import data button to finalize the import.

All items listed in the Item Import File will be available in the specified in-kind category.