Step 1: 

Clean your data! Preparing your data for upload should be done while you clean it, so we recommend you also read these articles: 

Step 2: 

Download our CSV template here, to allow your data to be easily imported to ImpactMapper.

Step 3: 

Copy and paste your cleaned  data into our template, keeping the header row intact. Please make sure your data matches the column headers. 

If you have other variables not in ImpactMapper, that’s fine;ImpactMapper will read your unique column headers and upload them for you. You can also add these as custom fields during the upload stage. More on that later!

Step 4: 

Share your file with us securely through our platform. Your data transfer and file is encrypted, so you can rest easy knowing your data is safe.

The Impact Mapper template has 34 fields for organizations. 

Below are tips and examples for how each column should be filled out. Fields in blue below indicate that they are customizable dropdown menus.

Please remember: 

  • Copy/paste your data into the ImpactMapper CSV template and be sure your data matches our column headers. 
  • Remember to place a comma between multiple entries e.g., if you are adding multiple portfolios or programs, separate each with semicolons; for example, Governance; Policy change; Human rights. 

If you do not add a semicolon, these programs will not be separated,  and you will not be able to analyze them individually. Instead they would appear like this:  ‘GovernancePolicychange Humanrights’ in any drop-down menu.

  • It is important that our column headers stay the same, regardless of whether you may use different names in your Excel/CSV files, or in other programs. The only way you can seamlessly import data into ImpactMapper is by ensuring the column headers match our template. 
  • Cleaning your data (see this resource) will ensure a data upload so you can get to your important analysis work faster. Be sure to check for spelling errors, capitalization, that acronyms are the same everywhere, and dates are correctly entered in the same format (YYYY/MM/DD). If you would like our support in cleaning your data before upload, contact our team using the chat icon below or by emailing team@impactmapper.com. We can do this for you for an additional fee. 
  • If you fund the same grantee over time, or work with the same organization or company over time, make sure you spell their name consistently across ImpactMapper. Do not include an acronym in one place, and spell their  name out differently somewhere else. ImpactMapper will read this as two different grantees instead of one. 

Field Descriptions: Grants or Projects

Our default Dictionary on ImpactMapper uses the words ‘grants’ and ‘grantees’. If you don’t work with grants, either giving or receiving them, but use projects or organizations/partners instead, you can easily change this in the Dictionary section of your settings. These changes will apply throughout your account.

Grant/Project name (required): A short description of the grant or project. Example: To improve access to justice in Sierra Leone. 

Grant/Project number: An unique identification number

Description: A longer description of your grant/project, or other notes you may want to include. 

Contact name: Your primary contact related to this grant/project 

Contact email: Their main email address. This will be useful if you want to send surveys through ImpactMapper to your contacts

Recipient type (required): Indicate whether this is  an individual or an organization. 

Type of funding: There are six options in ImpactMapper.

  1. Core Funding
  2. Project Funding
  3. Travel Grant
  4. Scholarship
  5. Conference Participation
  6. Rapid Response

Status: There are three options in ImpactMapper to indicate the current status of the grant/project and reporting cycle.

  1. Closed
  2. Open
  3. Pending     

Start date (required): year-month-date. 

End date (required): year-month-date. 

Grant Destination Countries: All countries where the grant/project operates. This could be different to the physical location of your grantee/partner.   

Country: The location of your grantee/partner, which may be different to the places where the grant/project operates.

State: This auto-loads when you add the country, as a drop-down. 

City: Type in the city in which your grant/project is located. 

Region: Impact Mapper automatically categorizes countries according to our region taxonomy below. Your data will be automatically aggregated and presented on the Summary page by these regions. If you would like to have custom regions, just add them to your CSV file, and they will be updated. 

  1. Europe/CEE/CIS
  2. Latin America and the Caribbean
  3. Middle East and North Africa
  4. North America
  5. South and Central Asia
  6. Sub-Saharan Africa
  7. Asia/East Asia
  8. Oceania and Pacific Islands
  9. International 

Field Descriptions: Grantees or Partners

Note: If you fund the same grantee over time, do not include an acronym in one grant and spell the grantee’s name out differently somewhere else in the spreadsheet. If you do this, IM will read this as two different grantees instead of one. It is very important to spell the grantee name the same way in order to be recognized as one grantee. 

Grantee name (required): Search and filter your grantees/partners by name on the Grantee page in ImpactMapper, to make sure names are spelled correctly. 

Country: The country/ies in which your grantees or partners are based. This field can have multiple values; please separate these by semicolons . Also, please spell out the full country names for the best results. Example: The Democratic Republic of the Congo, rather than DRC. 

State: The state/s in which your grantees or partners are based. This field can have multiple values and denotes the state or region in a country.. Please separate states by semi-colons if you’re adding multiple values.

City: The city/ies in which your grantees or partners are based. This field can also have multiple values; lease separate these by semicolons. 

Region: Impact Mapper automatically categorizes countries according to our region taxonomy below. Your data will be automatically aggregated and presented on the Summary page by these regions. If you would like to have custom regions, please add them to your CSV file and they will be updated. 

  1. Europe/CEE/CIS
  2. Latin America and the Caribbean
  3. Middle East and North Africa
  4. North America
  5. South and Central Asia
  6. Sub-Saharan Africa
  7. Asia/East Asia
  8. Oceania and Pacific Islands
  9. International      

Contact name: Your primary contact .

Contact email: Their main email address. Please note that if you want to send surveys to your grantees or partners, you must fill out this field.

Website: Your grantee/partner website, or social media links. 

Partners: Any partners who were part of this grant/project. You can add multiple values here, but please separate names by semicolons; eg.: Oxfam Canada; CARE. 

If this  grant or project involve multiple recipients of funding, do not use this field. You need to add a new row to your CSV with each partner’s information, and duplicate the grant/project information. There is an example our template. Description: A longer description of your grantee/partner, the grant/project itself, or other notes you may want to include.

Funding Amount (required): The total amount of the grant or project. 

Currency (required): The main currency of your grant or project. You can add multiple lines if the grant or project receives support in different currencies.  However, please be aware that analyses of your data through ImpactMapper can only be done in one currency. 

Portfolios: This is an important field in ImpactMapper. You can use it to designate different funding portfolios or programs/projects in your organization. This field acts as a filter, so you can quickly create Analysis Projects in ImpactMapper without having to add grantees or individuals one by one

Note: This field can have multiple values. If you have multiple portfolios or programs, separate each with a semicolon. This can also be used to designate different research or implementation projects. For example: Governance;Policy change; Human rights.

Issues: The different issues of focus in the grant or project. You can use the default ImpactMapper list provided in our template, or use your custom list. To add more than one issue area, add semicolons in your CSV file.

Strategies: The different strategies used to achieve the grant or project’s goals. You can use the default ImpactMapper list provided in our template, or use your custom list. To add more than one Strategy, use semicolons in your CSV file.

Populations of Focus: The groups your grant or project targets. This field can have multiple values; these should also be separated by semicolons. ImpactMapper’s template contains several options, but you can add your own to each grant or project. 

Donors: The names of all your financial supporters; you can add multiple values, separated by semicolons.  For example: UN Women; DFID; Mama Cash

Cohorts: For grant or project cycles that either span multiple calendar years, or start and end during different fiscal years. You can use this field to identify a ‘batch’ of grants or projects this way, and group them for a separate analysis. 

Length of funding: There are three options in Impact Mapper. If you need to customize these options, you can fill out the customization survey.

  1. Short-term funding (<1 year)
  2. One year funding
  3. Multi-year funding

If you have more than one response/value for any of these fields, please remember to separate them with a semi-colon in each cell of your spreadsheet. 

  1. Portfolios
  2. Issue list
  3. Strategies
  4. Population of focus
  5. Donors
  6. Cohort list
  7. Partner
  8. Contact name
  9. Contact email
  10. Country
  11. State
  12. City

What is a CSV and how does it work?

CSV is an acronym for comma separated values. It means that data in one cell will be seen as having different values when separated by semicolons or commas. On ImpactMapper, we highly recommend you separate data using semicolons rather than commas 

For example: If you have a column for Donors, you would enter each donor: Ford; SIDA; UN Women, in the column separated by a semi-colon. A CSV file will tell ImpactMapper that these donors are separate values. 

You can create a CSV file easily using Microsoft Excel. Go to File >Save as…> and select ‘.CSV’ from the dropdown menu. 

If you have any further questions about cleaning, preparing, and uploading your data to ImpactMapper, check out the rest of our articles here, or get in touch via the chat icon below. 

We will also host webinars sharing best practices for keeping your data clean and up to date. Keep checking this page for the latest, and subscribe to our newsletter!

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