Migrating to GiftAider from another system
GiftAider helps charities move donor, donation and Gift Aid records from spreadsheets, CRMs, donation platforms, finance exports and older Gift Aid tools into a cleaner online workflow.
Import, Validate, Submit, Collect
Migration is not just a file upload. It is the point where your existing records are reviewed, mapped, checked and made ready for Gift Aid processing.
GiftAider is built around the practical workflow charities need: import the data, validate what can be claimed, prepare the claim, then submit online with fewer surprises.
Common source systems
- Spreadsheet donation records.
- Legacy charity CRMs.
- Donation platform exports.
- Finance and accounting exports.
- Older Gift Aid systems.
Our onboarding process
1. Review
We look at your current setup and the files or database you can provide.
2. Map
Donor, donation, declaration and reference fields are mapped into GiftAider.
3. Test
A test import checks row counts, example donors, donation values and dates.
4. Validate
GiftAider highlights records that may not pass Gift Aid checks.
5. Fix
Your team can correct records before they affect a live claim.
6. Go live
Users are set up and the first claim can be prepared with confidence.
What data should you prepare?
| Data | Useful fields | Why it matters |
|---|---|---|
| Donors | Name, address, postcode, country, source ID. | Helps matching and Gift Aid validation. |
| Donations | Date, amount, source, donation type, claim state. | Needed for claim preparation and reporting. |
| Declarations | Date signed, method, active or revoked status. | Supports claim eligibility decisions. |
| Custom fields | Internal references, categories and notes. | Helps decide whether Breeze is enough or Amplify is needed. |
Breeze or Amplify?
If you mainly need Gift Aid submission, GiftAider Breeze is usually the simpler fit. If your migration includes CRM-style requirements such as custom attributes, required fields and configurable terminology, GiftAider Amplify may be more suitable.
Frequently asked questions
Can we migrate from spreadsheets?
Yes. Spreadsheets are often a good starting point if they include donor names, addresses, donation dates, amounts and declaration details.
What happens if the data has errors?
GiftAider can highlight many issues during import and validation. Some can be fixed quickly; others need your team to confirm the right answer.
Can GiftAider help with our first claim?
Yes. The onboarding process can include a first-claim readiness check so your team understands the import, validation and prepare-claim steps.