Migrating from GiftAider Desktop to GiftAider Online

GiftAider Online » FAQs » Migrating from GiftAider Desktop to GiftAider Online

Moving to the cloud.

With the evolution of GiftAider, we’re excited to help you migrate from GiftAider Desktop to GiftAider Online. Our cloud-based platform enhances accessibility, security, and efficiency, making Gift Aid submissions easier than ever.

If you're currently using GiftAider Desktop, this guide will walk you through the migration process, what to expect, and how to ensure a smooth transition.


Why Upgrade to GiftAider Online?

Access from Anywhere – No need to install software; securely manage your Gift Aid submissions from any device.
Automatic Updates – Always stay compliant with the latest features—no manual updates required.
Secure Data Storage – Your data is encrypted, securely stored, and backed up.
Faster Processing – Enhanced performance and streamlined submissions.


How to Migrate from GiftAider Desktop to GiftAider Online

Step 1: Run the Migration Tool

To transfer your data, you’ll need to use our GiftAider Online Migration Tool, which will:

🔒 Encrypt and securely upload your data.
✅ Prepare your records for import into the online system.
⛔ Disable GiftAider Desktop once the process is complete.

📥 Download the Migration Tool (Ask your SMXi Software contact for the Download Link)

Note: The migration process can take up to five business day, so we recommend running it when you’re between submissions, please let us know when you would like to begin the process.


Step 2: Verification & Import

Once your data is uploaded, our team will:
✔️ Verify data integrity.
✔️ Securely import your records into GiftAider Online.
✔️ Notify you when the process is complete.


Step 3: Access GiftAider Online

Once migration is complete, you can log in to GiftAider Online and start using the cloud-based system immediately.

If you experience any issues, our support team is available to assist.


What If There’s an Issue with the Migration?

If the migration tool encounters any issues, we will:
📩 Provide you with a login to our secure transfer portal.
📂 Arrange for your storepath to be collected manually.
Note: This process may take up to five business days to complete.


Need Assistance? We’re Here to Help!

If you’d like guided assistance, we can schedule a Teams call to run the migration tool together. This ensures any potential issues are resolved in real time.

📩 Contact us to arrange a session!


Welcome to the Future of Gift Aid Management!

We’re thrilled to have you on GiftAider Online! If you have any questions, feel free to reach out.

🌐 Visit: GiftAider Online
📧 Email: support@giftaider.com

Let’s make your Gift Aid management more efficient, secure, and hassle-free! 🚀

Last updated on: February 19, 2025