Description of CSV File for Organizations
Step 1: Please fill out the Impact Mapper (IM) template csv file.
Step 2: Copy/paste your grantee data into the ImpactMapper CSV template, keeping the header row only. Please make sure your data matches the ImpactMapper column headers. If you have other variables not in ImpactMapper, that’s fine, the program will read your unique column headers and upload them for you.
Step 3: Clean your data! See this CSV Cleaning Resource for common errors that will affect your data upload and create errors and/or your data to not be read and aggregated properly.
Step 4. Upload your CSV file 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 Italics below indicate that they are customizable dropdown menus.
Please remember:
● Copy/paste your grantee data into the ImpactMapper csv template and be sure your data matches the IM column headers.
● Remember to place a semicolon between multiple entries e.g., if you are adding multiple portfolios or programs, separate each with a semicolon. Example: Governance; Policy change; Human rights. If you do not add a semicolon, then the programs will not be separated and you will not be able to analyze them individually. Instead they would appear like this ‘GovernancePolicychangeHuman rights’ in any drop-down menu in the program.
● It is important that our column headers stay the same, regardless of if you may use different names in your excel files or with other programs. The only way the IM csv upload tool can import data into IM is by having the same names for column headers. Before you send us your data, please make sure the column header names are the same as the file we originally sent you or that you downloaded.
● Cleaning your data (see resource) will ensure a quicker turnaround for 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 (month/date/year). If you would like support cleaning your data before upload, contact us (team@impactmapper.com) as we offer that as an additional service for a low fee.
o For example, 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.
ImpactMapper Field Descriptions
Grant name:* This field should be a short description of the grant. Example: To improve access to justice in Sierra Leone. This is a required field.
Grant number: Enter the grant number if there is one.
Description: This field provides the space for a longer description of your grantee, the grant itself or other notes you may want to include. On the “All Grants” page, this information is visible when you hover over that particular grantee.
Contact name: Feel free to add any contact names that are managing the grant.
Contact email: Feel free to add email of grant contact.
Recipient type*: Indicate whether the grantee is an individual or an organization.This is a required field.
Type of funding: There are six options in Impact Mapper as can be seen below, but if you need to customize these options, you can fill out the customization survey.
Core Funding
Project Funding
Travel Grant
Scholarship
Conference Participation
Rapid Response
Status: There are three options in Impact Mapper to indicate the current status of the grant and reporting cycle.
Closed
Open
Pending
Start date*: month/date/year. This is a required field.
End date*: month/date/year. This is a required field.
Grant destination countries: Add all countries where the grant operates. Options should include Country, State, City and Region.
Country: Often times grants are delivered to multiple countries and you want to see this visualized. This field can have multiple values, but does not need to be populated if it is not relevant. Please separate by semicolons. Example: The Democratic Republic of the Congo, Albania, Algeria.
State: This field can have multiple values, but does not need to be populated if it is not relevant. Please separate by semicolons.
City: This field can have multiple values, but does not need to be populated if it is not relevant. Please separate by semicolons.
Region: Impact Mapper automatically categorizes countries according to our region taxonomy below. Your grantee funding and issue data will be automatically aggregated and presented to you on the data summary page, using region categories. If you would like to have custom regions, please just add your custom regions into the csv and they will be updated.
Europe/CEE/CIS
Latin America and the Caribbean
Middle East and North Africa
North America
South and Central Asia
Sub-Saharan Africa
Asia/East Asia
Oceania and Pacific Islands
International
Grantee name*: This field should have the grantee names. You can search and filter your grantees by name on the Grantee page in Impact Mapper so make sure your grantee names are spelled correctly. This is a required field.
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.
Country:This field can have multiple values. Please separate by semicolons if adding multiple values. Also please spell out the full country names for the best results. Example: The Democratic Republic of the Congo.
State:This field can have multiple values and denotes the state or region in a country, but does not need to be populated if it is not relevant. Please separate by semicolons if adding multiple values
City: This field can have multiple values, but does not need to be populated if it is not relevant. Please separate by semicolons.
Region: Impact Mapper automatically categorizes countries according to our region taxonomy below. Your grantee funding and issue data will be automatically aggregated and presented to you on the data summary page, using region categories. If you would like to have custom regions, please just add your custom regions into the csv and they will be updated.
Europe/CEE/CIS
Latin America and the Caribbean
Middle East and North Africa
North America
South and Central Asia
Sub-Saharan Africa
Asia/East Asia
Oceania and Pacific Islands
International
Contact name: Feel free to add grantee contact names.
Contact email: Feel free to add email of the grantee contact. Please note that if you want to send surveys to your grantees, you must fill out the grantee contact email.
Website: Feel free to add a link to the grantee website.
Partners: Enter any partners worked with in this grant. If this was a grant given to multiple grantees, then do not use this field. Add a new row in the csv with that specific grantees information and duplicate the grant information, see the example provided in the csv. Note: This field can have multiple values. If you have multiple partners, separate each with a semicolon. Example: Oxfam Canada, CARE.
Description: You can use this field to provide a longer description of your grantee, the grant itself or other notes you may want to include.
Amount*: Enter funding amount, without the currency. This is a required field.
Currency*: Identify the currency, use standard currency codes (i.e., CAD, USD, GBP). However, when you create an analysis project if grants have different currencies, you will have to select one currency, so the units of analysis are the same. This is a required field.
Portfolios: This is an important field in ImpactMapper. You can use it to designate different funding portfolios or programs/projects in your organization or unit. 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. Example: Governance, Policy change, Human rights.
Issue list: Use the IM list provided or use your custom list. To add more than one issue area, use semicolons in the spreadsheet.
Abortion
Adolescent Sexual and Reproductive Health Services
Agriculture
Arts and Culture
Care Work
Child and Early Forced Marriage
Citizenship
Civic Society
Clean/Renewable Energy
Climate Change
Climate Justice
Community Development
Comprehensive Sexuality Education
Crime and Law Enforcement
Cross-sector Movement Building
Decent Work
Diseases and Medical Research
Disaster & Recovery
Drug Policy
Early childhood development
Economic development
Education
Elections
Employment
Ending Sexual Violence
Entrepreneurship
Environment
Ending Gender Based Violence
Environmental justice
Extractive Industries
Food Security/Justice
Gender equality
Gender mainstreaming
Girls/Young Women's leadership and rights
Global Advocacy (SDGs)
Governance
Health
Health Care Reform
Health Services
HIV/AIDS
Housing
Human Rights
Indigenous women's rights
Information and digital rights
Infrastructure
Institutional Reform
Journalism
Justice Reform
Sanitation
Labor rights
Land Rights/Ownership
Leadership
Legal Support Services
LGBT Rights
Masculinities
Microcredit/Micro-savings
Migration
Militarism
Movement Building
Organizational Development
Peace building and Conflict Prevention
Philanthropy and Volunteerism
Policy and Law Reform
Political Participation
Poverty Reduction
Recreation and Sports
Religion
Religious/Community Law Reform Research/Evaluation
Safety/Security
Science and Technology
Service Provision (mental health, counseling, doctors)
Sex Work
Sexual and Reproductive Health and Rights
Sexual Rights
Shelters
Skills Building/Job Training
Social Norm Change
Social Sciences
Technology
Transitional Justice Water
Wellness of Activists
Women's Empowerment
Women's Rights
Women's Leadership
Strategies: Use the IM list provided or use your custom list. To add more than one Strategy, use semicolons in the spreadsheet.
Awareness raising
Advocacy and lobbying
Boycotts
Bringing together diverse stakeholders
Capacity building
Campaigning
Coalition building
Counseling and advice
Community mobilization
Creative arts/music
Direct action/protests
Direct service delivery
Economic empowerment
Emergency responses
Individual skills building
Informal education
Internet and new technologies
Investment in infrastructure
Investment in livelihoods
Service provision
Service delivery
Legal or policy reform
Leadership development
Litigation
Movement building
Media
Microcredit and income
Monitoring, evaluation, learning
Networking
Organizing meeting/conferences
Public education and information sharing
Research and documentation
Research and information sharing
Regranting
Sexual rights and reproductive health education programs
Street art
Trainings
Theater
Other
Population of focus: This field can have multiple values. If you have multiple Populations for one grant, separate each one with a semicolon. Below you will find the options in Impact Mapper. If you need to customize these options, you can fill out the customization survey.
Activists
Academics
Adolescent girls
Black women
Black men and boys
Caregivers
Doctors
Ethnic and cultural minorities
Educators/teachers
Families
General Population
Heads of state
Health worker
Human rights defenders
Immigrants
Indigenous people
Indigenous women
Judiciary
Law students
Low-income/working class/poor
LGBTQI
Lawmakers
Medical community
Medical students
Media
Ministry officials
NGOs
Parents
People living with disabilities
People living in rural areas
People living in urban areas
People living in poverty
Prisoners
People experiencing gender-based violence
People in academia/science
People living in post-conflict
People living in conflict
People living with HIV/AIDS
Political parties
Policy makers
Police
Parliamentarians/Congress
Sex workers
School Children
Social workers
Survivors of child marriage
Refugees
Religious leaders
Religious communities
Religious minorities
Traditional leaders
University students
Youth
Other
Donors: Insert the names of relevant donors here. Note: This field can have multiple values. If you have multiple donors, separate each with a semicolon. Example: UN Women, DFID, Mama Cash
Cohort list: Since grantmaking often spans the year on a rolling basis, many donors have grantee cohort designation. Add the names of relevant cohorts here. Note: This field can have multiple values.
Length of funding: There are three options in Impact Mapper. If you need to customize these options, you can fill out the customization survey.
Short-term funding (<1 year)
One year funding
Multi-year funding
Values that should be separated by a semicolon in each cell in the spreadsheet if there is more than 1 response.
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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 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 semicolon. A csv file can tell Impact Mapper that those donors are separate values. If you saved the file in an excel format (.xls), the program wouldn’t recognize the donors as separate, but rather as 1 data point.
You can create a csv file easily in Excel. Go to File, Save as... and select “.csv” from the dropdown menu. CSV files are the most compatible format between software programs and can be used in programs such as Stata, R, NVIVO, and Tableau