Integrations
From files to structured records
Map columns for opportunities, amounts, statuses, and deadlines directly into Grantio fields.
PDF form filling in the same workspace
Upload a fillable PDF, type into fields, and download a completed copy without leaving your grant workspace.
Review before publish
Queue rows, fix mismatches, and approve data so malformed headers do not pollute production records.
Questions teams ask about integrations
Do we have to migrate everything at once?
No. Most teams start with active opportunities and recent submissions, then expand as mappings stabilize.
Can we validate data before it becomes visible to everyone?
Yes. Imports are reviewed before finalizing so your team can correct mismatches first.
Is this only for CSV?
CSV and Excel are both supported in the guided import workflow.
What if our spreadsheet columns don’t match your fields exactly?
That’s normal. You can map columns, rename values, and review rows before publishing so the final records stay clean.
Can we re-import after we fix our source file?
Yes. Teams often run a first pass to validate mappings, then re-import with cleaned data once they’re confident.
Can we import historical awards and reporting dates?
Yes. You can start with active work, then bring in historical records and dates as a second step once the workflow is established.