Migrate to FundMesa from anywhere.
Whether you're escaping spreadsheets or switching from another grant tracking tool, we make the move easy. Most migrations take under 30 minutes.
For Excel + Google Sheets shops
Coming from spreadsheets?
About half of small-to-mid nonprofits track grants in Excel or Google Sheets. We built CSV import to handle all the messy real-world spreadsheet quirks.
What our importer handles
- Auto-detects your column structure — funder name, amount, deadline, status
- Handles dollar signs, commas, multiple date formats, embedded newlines, BOM characters
- Dry-run preview lets you validate before committing — no data lands until you confirm
- Per-row error reporting flags problem rows without aborting the whole import
Common spreadsheet patterns we handle
- Grants tracker with funder + amount + deadline columns
- Pipeline view with status columns (applying, submitted, awarded)
- Multi-year tracking with separate sheets per year (consolidate during import)
For Grant Frog users
Switching from Grant Frog?
Grant Frog is a solid tool, especially for funder discovery. If you're switching because you need more depth in post-award management or want flat pricing, FundMesa was built for exactly that.
- Export your Grant Frog data to CSV — we'll auto-map the fields
- Keep using Grant Frog for funder discovery if you want; FundMesa focuses on the post-award workflow Grant Frog doesn't go deep on
- Roles and permissions FundMesa has that Grant Frog doesn't (viewer, program staff, coordinator, owner)
- Built-in accounting integrations with QuickBooks and Sage Intacct
For Instrumentl down-shifters
Down-shifting from Instrumentl?
Instrumentl is excellent at funder discovery, but their pricing ($999/month for the Full Lifecycle tier) is more than many nonprofits can sustain. If you've already found your funders and need a tool focused on managing the grants you've won, FundMesa is built for that.
- Export grants and deadlines from Instrumentl to CSV — we'll map the fields
- Many of our customers keep Instrumentl for funder prospecting and use FundMesa for everything post-award
- Most customers save 60–80% on monthly software costs by combining a leaner prospecting tool with FundMesa
- All the post-award depth that Instrumentl charges enterprise for, included in our Team tier
For everything else
Coming from somewhere else?
We support migration from any tool that can export to CSV. That covers Submittable, AmpliFund, Fluxx, Foundant CommunitySuite, Salesforce, custom spreadsheet templates, and pretty much everything else in this space.
- 1 Export your existing grant data as CSV
- 2 Use our CSV import wizard with manual field mapping (auto-mapping works for common patterns; manual mapping handles anything)
- 3 Email us at hello@fundmesa.com if you'd like migration help — first consultation is free for any nonprofit
Need help with your migration?
Every migration is different. We offer free 30-minute consultations for any nonprofit, regardless of where you're coming from.
- Walk through your current data structure with us
- Get specific guidance on what to export and how
- Verify the migration before committing real customer data
Start your migration.
30 days free. Bring your data — wherever it lives. We'll do the rest.