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Overview of IATI Publishing with Amp Impact

IATI Publishing in Amp Impact allows organizations organisations to take its impact and transaction data in Amp Impact, generate an IATI standard XML file, and publish it directly to the IATI registry. In this guide, we’ll cover the five steps to set up IATI Publishing in Amp Impact:

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IATI Field & Object Permission Configuration

For users to generate their IATI XML file through Amp Impact, they will need additional permissions to ensure they have access to the data relevant to IATI reporting. This access is not provided out-of-the-box for all Amp Impact users.

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Enable XML Generation from Accountsx

Since Account is a central object from which both the IATI Organisation and IATI Activity XMLs will be generated, some setup on the Account object is required to enable XML generation.

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[Optional] Set Defaults for IATI XMLsx

Save time with data entry if there is only one reporting organisation by setting the organisation’s details as the default for all the generated IATI files.

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Set Up Environment for IATI Data Entry

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Set Up Environment for IATI Data Entry

Add fields, related lists, and other relevant IATI information to the right page layouts for users to accurately enter and manage IATI data.

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Set Up Named Credential for IATI XML Validationx

To validate the IATI Organisation or Activity XML while it is being generated, a Named Credential record will be needed to connect an Amp Impact environment with the IATI Validator.

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IATI Terminology Overview

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Term

Description

IATI

The International Aid Transparency Initiative (IATI) is a global initiative to improve the transparency of development and humanitarian resources and their results to address poverty and crises.

Organisation Standard

The IATI organizational organisational standard is used to describe one or more organizations organisations involved in any stage development cooperation (funding, implementing, etc.). It is designed to report forward-looking aggregate budget information for the reported organizationsorganisations, and planned future budgets to recipient institutions or countries. 

The IATI organizational organisational standard is also used to report links to relevant public documents. Organizations publish this data in an organization organisation file. It is expected that every organization organisation publishing IATI data should include one organization organisation file, which is updated at least annually.

Activity Standard

The IATI activity standard is designed for reporting the details of individual development cooperation activities/projects. An activity is defined by the reporting organisation. Depending on who is reporting, it might be a large program, a small project, or another logical grouping of work and resources.

The IATI activity standard is the most widely used part of IATI. The activity standard supports around forty different fields, referenced by standard codelists, and designed to capture information about many different kinds of aid activities. Organisations publish this data in an activity file. It is expected that every organisation publishing IATI data should include one or more activity files. An activity file can detail one or many activities, and an organisation can publish one or many files.

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  1. In Setup, navigate to “Schema Settings”.

  2. Deselect “Restrict access to custom metadata types”.

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Enable XML Generation from Accounts

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Depending on the reporting requirements of an organizationorganisation, the default page layouts and field labels in Amp Impact can be modified to ensure that those requirements are met while creating or updating data.

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  1. Navigate to https://developer.iatistandard.org

  2. Click “Sign Up”.

  3. Follow the sign up process and confirm your account from an email link.

  4. Sign In to the API Gateway developer portal (same URL as above).

  5. Click Subscriptions > “Exploratory”/“Full Access” (as per requirement).

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  6. Enter a Subscription Name (this can be anything you want) in the box.

  7. Check the box to agree to the Terms of Use.

  8. Click the Subscribe Button.

  9. Copy your Primary or Secondary Key from your Profile on the API Gateway webpage.

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