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Topic 4 of 6 · Settings

Grant Schedule Import

The grant schedule import is designed for a specific monthly schedule format. Treat it as a narrow importer, not a general payroll or HR import tool.

The importer expects a CSV-like file with detectable columns for:

  • financial year,
  • month,
  • name, person, team member, employee, or staff,
  • grant or project,
  • hours, hrs, or time,
  • role, job role, position, or title as an optional column.

Financial years are interpreted as UK financial years:

  • April to December belong to the starting year.
  • January to March belong to the following year.
  • 2025/26 plus April becomes April 2025.
  • 2025/26 plus January becomes January 2026.

Monthly hours are distributed into daily timesheet entries. GrantKeeper prefers weekdays first, then uses weekends only when the hours cannot fit into weekdays under its daily caps.

Before importing, check that purchaser names and grant names are already configured or are easy to match. The import preview lets you handle unmatched people or grants before saving.