ImpactMapper now supports direct integration with Airtable! This makes it easier than ever to upload your organizational data into ImpactMapper quickly and seamlessly.
Airtable is a powerful and user-friendly tool that many organizations use to create databases. Unlike CSV files, which are limited to plain text in each cell, Airtable lets you enter various data types in one field - like multi-select, single select - and many more! It’s colorful, more visually appealing, and flexible, making your data more structured and connected to each other.
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What is Organizational Data?
As explained in this How-To article, organizational data can take many forms:
If you are a grant-making entity - your organizational data could be your grants and grantee data.
If you are a capacity-building organization, your organizational data could be the names of your trainees or the training events you conducted.
If you are a nonprofit organization, your organizational data could be your partners and their projects.
If you are a member organization, your organizational data could be your members and their projects.
If you are an impact investor, your organizational data could be the companies you invested in and your investments.
And many more.
Why Import Your Organizational Data into ImpactMapper?
You upload your Organizational Data in ImpactMapper if you want to analyze your grants, programs, training interventions, investments, or similar data. Once uploaded, your organizational data, along with key details (i.e., population of focus, issues, strategies, etc.) can be analyzed and visualized. This helps you track performance, spot patterns, and understand where your organization is making an impact across the globe.
See the guide below on how to use Airtable to import your organizational data to ImpactMapper.
1. Create an Airtable account
If you don’t have your Airtable account, you can sign up for an Airtable Plan. Airtable offers both free and premium plans depending on your data volume and integration needs.
2. Enter your organizational data in your Airtable base. Customize your data fields as needed.
Create a base (this is like your spreadsheet in MS Excel or Google Sheets). Use the format and fields of the grants template CSV here, and enter the names of the fields in your Airtable base. For example, if the CSV includes fields such as Grant Name, Grant Number, and Grant Description, you should add these same fields in your Airtable base.
Primarily, ImpactMapper has the following fields (as also reflected in the grants template CSV).
Grant Name | Grant Recipient Type | Grant Country |
Grant Number | Grant Status | Grant Region |
Grant Description | Donor List | Grantee Name |
Funding Amount | Strategies List | Grantee Contact Name |
Funding Currency | Cohort List | Grantee Contact Email |
Funding Start Date | Areas of Work List | Grantee Region |
Funding End Date | Portfolio List | Grantee City |
Funding Type | Issue List | Grantee State |
Grant Contact Name | Population List | Grantee Country |
Grant Contact Email | Donor Type List |
|
However, you can change these fields based on how you categorize and organize your data. If you feel you need more guidance in creating your Airtable base, feel free to reach out to us and we will be happy to help you.
NOTE: If your organizational data is already organized in a CSV, MS Excel, or Google Sheet, you can just simply import them to Airtable. You can go to this tutorial here to learn more about this
3. Share your Airtable base with ImpactMapper Tech Team
Once you have set up your organizational data in Airtable, you can share access with our tech team. They’ll handle the mapping of your data and will inform you once this step is conducted.
Email them at team@impactmapper.com and let them know you want to enable an Airtable integration. There will be a small, one-time fee associated with this activation.
4. Link your Airtable API to ImpactMapper and Sync your Data
Once mapping of the data is completed by our tech team, then you have to enter your Airtable API key to Impactmapper. To do this, you have to find your Airtable Personal Access Token and Base ID:
For your Airtable Personal Access Token: click this tutorial video.
For your Base ID: click this tutorial video.
Once you have found your Personal Access Token and Base ID, sign in to your ImpactMapper account, go to ‘Manage Organizations’, then navigate to the ‘Data Sources’ tab. Go to the Airtable section and key in your Personal Access Token and Base ID. Click ‘Save.’
Click the ‘Sync’ button. This will transfer your data from Airtable to ImpactMapper.
Go to the Organization Data page to see your imported data.
Notes on Airtable Usage Limits:
API Call Limits (per workspace per month):
Free Plan: 1,000 calls
Team Plan: 100,000 calls
Business/Enterprise Plan: Unlimited
Record Limits (per base):
Free Plan: Up to 1,000 records/rows per base
Paid Plans: Higher limits depending on your plan
See plan comparisons here.