GiftAider » Success Stories » Large Access database to GiftAider Breeze migration for a worldwide spiritual university

Large Access database to GiftAider Breeze migration for a worldwide spiritual university



Background

A worldwide spiritual university and well-being charity had been using Orchard Gift Aid Manager as a large, multi-user Microsoft Access database.

When Orchard Software stopped offering support for Gift Aid Manager, the charity needed a supported route forward without losing its Gift Aid history.

The Need

The charity had a full Orchard database used by more than one person. The move needed to keep donors, donations and declarations correctly linked.

The Solution

GiftAider reviewed the Orchard Microsoft Access database, identified the data needed for Gift Aid processing, and mapped the relevant records into GiftAider Breeze.

The charity moved from unsupported Gift Aid Manager software into GiftAider Breeze, giving the team a supported online system for importing, validating, preparing and submitting Gift Aid claims.


Database migration

The Orchard Access database could be reviewed as a whole.

Declaration checking

Donors, donations and declarations were checked together.

Import validation

Imported records could be checked before claim preparation.

Supported claims

The team moved from unsupported software to a supported Breeze workflow.

Claim-ready records

The migration prepared the charity for future Gift Aid claims.

Less disruption

The team kept useful Gift Aid history while moving online.

GiftAider Breeze

Records are now available in a supported GiftAider Breeze workflow.