The following setup information is applicable for Admins who have already obtained GrantForward credentials and are ready to set up the integration with SP 4.0.
Please note: This article is based on information from the GrantForward website. While Cayuse strives to ensure the accuracy of GrantForward's content, updates made by GrantForward may not be immediately reflected in this article.
Initial Integration Setup
- Administrators: Log in to the GrantForward website with your GrantForward administrative credentials.
- Navigate to the Administrative Console tab, then select Integration from the drop down list (you must have Administrative privileges in order to access this area).
- From the Integration Management page, select the Cayuse Integration tab.
- Enter Configuration Details:
- Cayuse Tenant ID: Input your Cayuse SP Tenant ID (Contact Cayuse Support if you do not have it).
- Cayuse Integration URL: Enter the Cayuse SP URL specific to your organization.
- Autosave Confirmation: No action is needed to save, as the system automatically saves all details entered.
Once configured, the Apply in Cayuse SP button will become active in the Grants tab for all eligible users in GrantForward, allowing for a streamlined proposal creation process directly from grant opportunities.
Using the Integration
- Users can initiate the workflow in GrantForward by navigating to the Grants tab and selecting Search for Grant Opportunities.
- Identify and select the desired grant to view details.
- Click on the green button that says Apply in Cayuse.
Please Note: This feature is available only to users with an existing Cayuse Sponsored Projects 4.0 account.
- Upon clicking the button, users are redirected to the Cayuse SP login page (if not already logged in). Once logged in, users are then taken to a pre-created proposal record in Cayuse SP. This record is auto-populated with key information from the selected grant, including:
- Grant title
- Grant URL
- Grant ID
- Grant description
- Additional required keys as noted below
Required Keys for populating data into Proposal records:
| GrantForward Fields | SP Keys (Must be these values for data to populate from GrantForward) |
| Grant URL – provides a link to the sponsor information about the opportunity | Grant_URL |
| Grant Id – id of the specific funding opportunity | Grant_ID |
| Grant Title – name assigned to the specific funding opportunity | Grant_Title |
| Grant Description - overview of the grant | Grant_Description |
| Eligibility – who can apply for the funding | Grant_Eligilibity |
| Limited Grant Info | Grant_LimitedInfo |
| Earliest Submission Date - when should the proposal be submitted | Grant_Earliest_Submission |
| Submission Info - how to submit the proposal | Grant_SubmissionInfo |
| Amount Info – amount(s) to be awarded | Grant_AmountInfo |
| Sponsor – name of the group or organization | Grant_Sponsors |