Introduction
Use the Import Filename field together with the donation date range to control which imported donations are included in a Gift Aid claim.
Instructions
Using the Import Filename filter when preparing a Gift Aid claim
Who this article is for
This guide is for users who import donation files and then prepare a Gift Aid claim from those imported records.
- You have imported more than one donation file.
- You want to prepare a claim for one specific import file.
- You want to prepare a claim across all eligible imported files in a date range.
- You need to understand what the All option includes before submitting.
How the Import Filename filter works
The claim preparation screen lets you choose an import filename before you prepare the claim. This makes it easier to split imported donations into separate claims, or combine eligible imported donations into one claim when needed.
- Choose the import file: select one imported filename, or choose All.
- Set the donation dates: the date range is applied after the import filename selection.
- Review before submitting: check the preview totals before authorising and submitting the claim.
Important: All means all eligible merged and unclaimed imported donations within the selected date range. It does not mean every historical donation in your account.
Before you start
Make sure the donation files have been imported and merged. Only eligible merged records that have not already been claimed can be selected for a new claim.
Prepare a claim for one import file
Use this option when you want one claim to contain donations from a specific uploaded file only.
- Open the claim preparation screen.
- Use Import Filename to select the file you want to claim.
- Enter the donation date range for the donations you want included.
- Prepare the claim and review the preview totals.
Example preview for File A: 2 donations, £105.00 donation total, and £26.25 Gift Aid.
Example preview for File B: 2 donations, £175.00 donation total, and £43.75 Gift Aid.
Prepare a claim across all imported files
Choose All when you want the claim to include every eligible imported donation within the selected date range, regardless of which import file it came from.
Example using All: 4 donations, £280.00 donation total, and £70.00 Gift Aid.
Tip: If the combined total is higher than expected, narrow the donation date range or choose a single import filename instead of All.
Common selection examples
| Import Filename selection | Donations included | Donation total | Gift Aid total |
|---|---|---|---|
| File A | 2 donations | £105.00 | £26.25 |
| File B | 2 donations | £175.00 | £43.75 |
| All | 4 donations | £280.00 | £70.00 |
Authorise and submit the claim
After preparing the claim, review the confirmation screen. The summary should match the import filename and date range you selected. When the totals are correct, continue to the authorise and submit screen. Enter the required submission details, accept the declaration, and submit the claim.
After submission
Once the claim has been submitted successfully, the dashboard reflects the claimed totals and the included donations are no longer available for another claim.
Troubleshooting
I cannot see the import file I expected
Check that the file has been imported and merged. Files that have not been merged will not be available for claim preparation.
The claim total is not what I expected
Confirm both the Import Filename selection and the donation date range. The date range is still applied even when a specific file is selected.
The All option includes too many donations
Use a narrower date range, or select a single import filename if you only want donations from one uploaded file.
Some donations from the file are missing
Only eligible unclaimed donations can be prepared for a new claim. Donations that have already been claimed will not appear again.
Last updated on: May 22, 2026