Before you start

• Check the imported file is the one you expect.
• Review the imported row count and error count.
• Confirm the date range for the claim.
• Decide whether you are preparing one selected import or all eligible imports.

Step 1: review the imported batch

Open the import list and check the source file, imported record count, error count and import status. If the file has been imported before, only continue if you deliberately intend to use that batch.

Step 2: merge valid records

The merge step turns valid imported rows into live donor and donation records. Invalid imported rows should not be merged into live donations.

Step 3: preview and prepare

1. Open the claim preparation area.
2. Select the import or date range.
3. Review donation count, donation value and Gift Aid amount.
4. Prepare the claim only when the totals are expected.
5. Leave remaining eligible donations unclaimed for a later prepare run where appropriate.