What happens during GiftAider onboarding?

GiftAider onboarding helps your charity move from its current process to a working Breeze or Amplify setup. The exact steps depend on your data and package, but the same principles apply: review, map, test, validate and train.

1. Review your current Gift Aid process.
2. Confirm whether Breeze or Amplify is the right fit.
3. Review sample data.
4. Map import fields.
5. Run a test import.
6. Check validation issues.
7. Set up users.
8. Prepare for the first claim.