Prepare

Getting your data ready is the heart of the publishing process. It can seem daunting, but this guide will lead you through, step by step. Plus, we’ve got templates and tools to help you along. At the end of this stage, you’ll be able to test your data with our Data Quality Checker before you publish. 

Step 1. Decide what information to publish

What information you’ll include, and what time period your data will cover.

Step 2. Learn about extensions

Extensions offer optional extra fields for your 360Giving data.

Step 3. Extract and prepare your data

Take a copy of the data you want to publish from your grants management system and get it ready to publish.

Step 4. Remove personal and sensitive information

Data protection, being a responsible publisher, and protecting people’s privacy.

Step 5. Check your data quality

Test whether your 360Giving data is all in the correct format – also known as ‘valid’ data.

Prepare checklist

Have you:

• Chosen what information to publish, and picked which fields you will use?
• Decided how often you will update your 360Giving data once it’s published?
• Extracted the data you want to publish from your grants management system?
• Cleaned your data? Checked for gaps and errors?
• Converted your data to the right format for the 360Giving Data Standard?
• Removed any personal or sensitive data?
• Completed the privacy checklist?
• Informed grantees about your plans, if you choose to tell them?
• Checked your data using our Data Quality Checker and corrected any errors?

Further resources

Get the full checklist for every stage of the publishing process

Get support

We’re with you all the way. If you can’t find the answer you’re looking for in our guidance, email our Helpdesk at support@threesixtygiving.org or check out other ways to get in touch.