Traceport Data Upload Template
Updated version with grant period fields and schema alignment
Important Changes:
- Added: Grant Start Date and Grant End Date columns (for restricted grants)
- Renamed: "Restriction Notes" is now "Notes" (more flexible usage)
- Removed: "Meta Tag" column (assigned automatically by Traceport)
- Grant Dates: Only fill in for restricted grants, leave blank for unrestricted
| Transaction Date REQUIRED |
Amount REQUIRED |
Currency REQUIRED |
Source Name REQUIRED |
Source Type REQUIRED |
Is Restricted REQUIRED |
Grant Start Date Optional* |
Grant End Date Optional* |
Program REQUIRED |
Reference ID Optional |
Geographic Area Optional |
Geographic Scope Optional |
Notes Optional |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024-03-15 | 5000 | USD | Smith Family Foundation | Foundation | Yes | 2024-01-01 | 2024-12-31 | Youth Reading Initiative | GR-2024-001 | Chicago | Local | Annual grant with quarterly reporting requirements |
| 2024-04-10 | 1200 | USD | John Doe | Individual | No | Unrestricted | DN-2024-017 | New York | Regional | Memorial donation in honor of Jane Smith | ||
| 2024-02-28 | 7500 | USD | US Department of Education | Government | Yes | 2024-02-01 | 2025-01-31 | Community Literacy | GV-2024-009 | California | Statewide | Federal grant installment 1 of 2 |
| 2024-01-20 | 3000 | USD | Spring Gala 2024 | Campaign | No | Unrestricted | CP-2024-004 | Boston | Local | Proceeds from fundraising event |
Field Guidance:
- Source Type Options: Individual, Foundation, Corporate, Government, Campaign, Donor-Advised Fund, High Net Worth Individual, Program Income
- Is Restricted: Enter "Yes" or "No" only
- Grant Dates: Use YYYY-MM-DD format. Required for restricted grants, leave blank for unrestricted
- Program: Enter specific program name, or "Unrestricted" for unrestricted funds
- Currency: Use standard codes (USD, GBP, EUR, etc.)
- Geographic Scope: Local, Regional, National, International
Color Coding:
- Yellow = Restricted grants (have grant periods)
- Green = Unrestricted donations (no grant periods)
*Grant Start Date and Grant End Date are required for restricted grants, optional for unrestricted donations (leave blank)