This guide takes you through the process of publishing your grants data to the 360Giving Data Standard.
Five steps to opening up your grants data
1. Discuss and plan
Publishing will help to improve the accuracy of your data as you delve into the detail of what information you currently collect, how you want to present it and what information is missing. Begin by sketching out where information on your grantmaking is currently held and how often it is updated. Note how you categorise the types of data you gather.
Talk through your findings with colleagues to gauge their interest in finding out more about open data publication and the 360Giving Standard.
You can also learn from the experience of other publishers. We can put you in touch with other grantmakers to share best practice with you.
Request your publisher prefix
Once you have decided to publish data please contact email@example.com to request your own 360Giving publisher prefix. Your 360Giving prefix is needed to provide every grant with a unique identifier. For further information see our guidance about Identifiers.
2. Select your publishing template
There are two ways of publishing to suit different capabilities. We can help you decide which works best:
1. Use our simple spreadsheet template.
2. Export data direct from your grants database using the developer-friendly JSON schema.
Whichever format you choose, we can help convert between them, meaning everyone can get data in a format that works for them. We provide full reference information on the meaning of each data field used in the 360Giving Data Standard and how to complete them.
3. Prepare your data
At this stage, you will need to think carefully about how your data is categorised and which fields to include in your data release, making sure you do not publish any private data. Read our guidance about the potential data protection and privacy implications of publishing 360Giving data.
You can create 360Giving files manually, but it is often possible to set up automatic reports within a grant management system or to use a formula in a spreadsheet. This makes it easier to re-publish whenever your data changes.
Our Data Quality tool can support you at this stage. Anyone in the process of producing data can use it. Please get in touch with our support team if you need help using it: firstname.lastname@example.org.
4. Publish on your website
We recommend creating a dedicated page on your website where you can list your data for download. You can host the data anywhere on your site and link to it where it can be easily found. For example, alongside your annual report.
Select a suitable format for your file; supported formats are xlsx or csv. Please note that xls is not a supported file format.
Select a suitable open licence along with your file, letting website visitors know this is open data which they can access and re-use free of charge. We favour either a Public Domain Dedication or the Creative Commons Attribution Licence. Read our guidance about open licensing here.
5 Register with 360Giving
If this is the first time you have published data to the 360Giving Data Standard, or the location of your data file has changed, get in touch to register your dataset. We will include it in the 360Giving registry of data, recording the licence it is under.