How to update Data in the Fund Investment Tool

I need to update data in the Fund Investment Tool, how can I do that?

Answer:

There are two ways to update data in the Fund Investment Tool:

1. Nightly scheduled process

• There is a process that runs nightly to update data in the Fund Investment Tool.

2. Manual Fund Sync 

• You can manually run the process to send data to the Fund Investment Tool from Foundation Cloud Grants. See the Sync section in the following article:

Admin

• Note that the Foundation Cloud Grants syncs relating to finance have to be run first and then after that you can run the Fund Investment Tool sync. See the following article for steps running syncs in Foundation Cloud Grants:

Data Syncs

Note that Real Time Sync is not currently supported with the Fund Investment Tool.