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How to upload opportunities on behalf of other organisations

Once your relationships are in place and your opportunity spreadsheet is ready, you can upload it through your dashboard.

Step 1: Check the organisation links

Before uploading, check that each organisation appears in Organisation relationships and that its Organisation ID has been copied into Source Organisation on the relevant rows.

Step 2: Open the opportunity upload

Select Opportunities in the left-hand menu, then Upload opportunities. Use the spreadsheet upload option.

Our guide How to fill out the opportunity template for other organisations will tell you how to complete the spreadsheet.

Step 3: Select your spreadsheet

Choose your completed file and check that its columns are matched to the correct GoVo fields, including Source Organisation.

Step 4: Review the records

Check any validation messages and correct the affected rows. An invalid Organisation ID prevents that row from uploading. Copy the correct ID from your relationships list and correct the row before trying again. If Source Organisation is blank, the opportunity belongs to your own organisation.

Step 5: Complete the upload

Follow the upload screen’s prompts to finish importing the opportunities. Check the confirmation before leaving the screen.

Step 6: Check the organisation shown

Return to Opportunities. Check the Organisation column beside each uploaded role, then open an opportunity to review what volunteers will see.

Next guide:  How to fill out the opportunity template for other organisations

Need a hand? Email help@govo.org and we’ll help you with the next step.