Data tools
Move data in and find records fast
Import and global search modules help administrators load budget lines and locate records across the workspace without SQL or vendor support.
Key capabilities
Bulk import
Budget line import preview on grants.
Global search
Cross-entity search when enabled.
On by default
Typically enabled for new tenants.
How it works
Migration friendly
NGOs adopting the platform use import previews to validate spreadsheets before committing budget structures.
- import_bulk module key
- global_search module key
Frequently asked questions
Common questions from NGO programme, finance, and IT teams evaluating this module.
What is bulk import used for?
Administrators preview and import grant budget lines from spreadsheets when migrating off legacy tools.
What does global search cover?
When enabled, organisation-wide search helps locate records across entities without direct database access.
Are data tools on by default?
Import bulk and global search are typically enabled for new tenants; admins can review module toggles in Settings.