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Related Pages:
📝 International Aid Transparency Initiative (IATI) Publishing - Data Entry & Management
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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 x | ||||||||
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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
Before we get into the weeds, let’s align on a couple of IATI-specific terms.
Term | Description |
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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. | |
The IATI |
organisational standard is used to describe one or more |
organisations involved in any stage development cooperation (funding, implementing, etc.). It is designed to report forward-looking aggregate budget information for the reported |
organisations, and planned future budgets to recipient institutions or countries. The IATI |
organisational standard is also used to report links to relevant public documents. Organizations publish this data in an |
organisation file. It is expected that every |
organisation publishing IATI data should include one |
organisation file, which is updated at least annually. | |
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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IATI Terminology: This page will use the terms for objects and fields in Amp Impact (i.e. API names), which may not always mirror the terminology used in IATI. For a full overview of how Amp Impact data maps to IATI data, see the Amp-IATI Data Mapping sheet. |
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Below is the list of objects/fields for which permissions must be manually set:
Object | Field |
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ampi__Organization_Role__c | ampi__Organization__c |
ampi__Organization_Activity_Identifier__c | |
ampi__Role__c | |
ampi__Organization_Role__c | |
Name | |
ampi__Project__c | |
ampi__IATI_Providing_Project__c | |
ampi__Exclude_From_IATI__c | |
ampi__IATI_Role_Code__c | |
ampi__Project_Role__c | ampi__Active__c |
ampi__Contact__c | |
ampi__Description__c | |
ampi__End_Date__c | |
ampi__Project__c | |
Name | |
ampi__Role__c | |
ampi__Start_Date__c | |
ampi__Type__c | |
ampi__IATI_Contact_Type__c | |
ampi__Is_IATI_Reporter__c |
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Automation Consideration: The flow that invokes a critical Apex class will not be triggered if the IATI User doesn’t have access to the relevant objects. If admins disable any currently enabled Apex Classes invoked by Flow, they may need to adjust profiles or permission sets for IATI Users who run flows that invoke Apex classes. |
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In Setup, navigate to “Schema Settings”.
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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The objects mentioned in the IATI Data Entry Mapping Sheet contain IATI-specific fields that can be printed into the generated XML file.
The fields in the IATI Data Entry Mapping Sheet need to be added into the respective page layouts so that values can be entered for IATI reporting.
Apart from the fields, there are some related lists that need to be added to some of the Objects. These can be found in the table below. Please make sure these can be found on the object page.
Object (API Name) | Related Lists (Child Object API Name) |
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Account |
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ampi__Allocation__c |
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ampi__Budget__c |
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ampi__Disbursement__c |
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ampi__Project__c |
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ampi__Project_Indicator__c |
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ampi__Organization_Role__c |
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Add or Override Help Text for IATI Reporting
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To support users in entering data required for IATI reporting, help text on all IATI-specific fields has been added by default. For fields that are not IATI-specific, help text may be added or modified to provide additional context to users, as indicated in the table below:
Object (API Name) | Field (API Name) | Suggested Help Text |
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ampi__Allocation__c | ampi__Internal_Code__c | Enter the internal reference linking this transaction back to the publisher’s financial management system. |
ampi__Disbursement__c | ampi__Internal_Code__c | Enter the internal reference linking this transaction back to the publisher’s financial management system. |
ampi__Disbursement__c | ampi__Status__c | Enter to capture the status of disbursement. If Status = Paid, this transaction will be printed as Incoming Funds (transaction type 1). If Status is not equal to1, this transaction is printed as a Planned Disbursement. |
ampi__Financial__c | ampi__Internal_Code__c | Enter the internal reference linking this transaction back to the publisher’s financial management system. |
ampi__Project__c | ampi__Description__c | Description type 1: Unstructured, long description of the activity. |
Translate Amp Terminology to IATI Terminology
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Amp Impact and IATI use different terminology to describe different artifacts in M&E. The table below provides the default labels of objects and fields in Amp Impact, and their corresponding IATI term. Using Translation Workbench, organisations can override the default Amp labels with IATI terminology.
API Name | Amp Impact Label | Type of Artifact | IATI Term |
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ampi__Project__c | Project | Object label | Activity |
ampi__Catalog_Objective__c | Objective | Object label | Result |
ampi__Result__c | Result | Object label | Actual |
ampi__Organization_Role__c.ampi__Project__c | Project | Field label | IATI Receiving Activity |
ampi__Organization_Role__c.ampi__IATI_Providing_Project__c | IATI Providing Project | Field label | IATI Providing Activity |
Account | Account | Object label | Organisation |
ampi__Indicator__c.ampi__Data_Type__c | Data Type | Field label | Measure |
ampi__Project_Indicator__c.ampi__Data_Type__c | Data Type | Field label | Measure |
ampi__Disaggregation_Group__c | Disaggregation Group | Object label | Dimension |
ampi__Disaggregation_Value__c | Disaggregation Value | Object label | Dimension Value |
Add IATI Fields to Field Sets
To facilitate IATI data entry through Amp Impact, certain field sets can be modified to include IATI fields for population. Those field sets are listed below:
Object | Field Set Name | Functionality |
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ampi__Catalog_Objective__c | ADD_NEW_OBJECTIVE_POPUP | Add New Framework Item popup on ManageLogframes |
ampi__Disbursement__c | ADD_EDIT_POPUP | Add New Disbursement and Edit Disbursement popups on ManageDisbursements |
DISBURSEMENT_TABLE | Table columns on ManageDisbursements | |
ampi__Financial__c | BUDGET_EXCEL_COLUMNS | Columns in Excel spreadsheet downloaded from ampi__Budget__c |
REPORT_EXCEL_COLUMNS | Columns in Excel spreadsheet downloaded from ampi__Reporting_Period__c | |
ampi__Indicator__c | CATALOG_INDICATORS_TABLE | Columns in Indicator Catalog on ManageIndicators |
INDICATOR_CATALOG_SEARCH_FILTER | Search filters in the Indicator Catalog on ManageIndicators | |
ampi__Objective__c | EDIT_PROJECT_OBJECTIVE | Edit Framework Item popup on ManageLogframes |
LOG_FRAMES_TABLE | Table columns on ManageLogframes | |
ampi__Project__c | PROJECT_SUMMARY | Summary header on ManageDisbursements |
ampi__Project_Indicator__c | ADD_RESULTS_INFO_POPOVER | Hover popover on AddResults |
AR_SEARCH_FILTERS | Search filters on AddResults | |
DEACTIVATED_PROJECT_INDICATORS_TABLE | Columns in Deactivated Project Indicators table on ManageIndicators | |
EDIT_PROJECT_INDICATOR_POPUP | Edit Project Indicator popup on ManageIndicators | |
PROJECT_INDICATORS_SEARCH_FILTERS | Search filters in Selected Project Indicators and Deactivated Project Indicators tabs on ManageIndicators | |
SELECTED_PROJECT_INDICATORS_TABLE | Columns in Selected Project Indicators table on ManageIndicators | |
SET_TARGETS_INFO_POPOVER | Hover popover on AddResults | |
ST_SEARCH_FILTERS | Search filters on SetTargets |
Picklist Limitation for IATI Reporting
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Find below the list of picklist fields used in IATI reporting with this limitation:
Object | Field |
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Account | ampi__IATI_Organization_Type__c |
ampi__Allocation__c | ampi__IATI_Aid_Type__c |
ampi__IATI_Aid_Type_Vocabulary__c | |
ampi__IATI_Disbursement_Channel__c` | |
ampi__IATI_Finance_Type__c | |
ampi__IATI_Flow_Type__c | |
ampi__IATI_Tied_Status__c | |
ampi__Budget__c | ampi__IATI_Budget_Status__c |
ampi__IATI_Vocabulary__c | |
ampi__Disbursement__c | ampi__IATI_Aid_Type__c |
ampi__IATI_Aid_Type_Vocabulary__c | |
ampi__IATI_Disbursement_Channel__c | |
ampi__IATI_Finance_Type__c | |
ampi__IATI_Flow_Type__c | |
ampi__IATI_Tied_Status__c | |
ampi__Status__c | |
ampi__Financial__c | ampi__IATI_Aid_Type__c |
ampi__IATI_Aid_Type_Vocabulary__c | |
ampi__IATI_Disbursement_Channel__c | |
ampi__IATI_Finance_Type__c | |
ampi__IATI_Flow_Type__c | |
ampi__IATI_Tied_Status__c | |
ampi__IATI_Policy__c | ampi__Policy_Marker__c |
ampi__Policy_Significance__c | |
ampi__Vocabulary_Code__c | |
ampi__Indicator__c | ampi__Aim__c |
ampi__Objective__c | ampi__IATI_Vocabulary__c |
ampi__Level__c | |
ampi__Organization_Role__c | ampi__Role__c |
ampi__Project__c | ampi__IATI_Activity_Scope__c |
ampi__IATI_Aid_Type__c | |
ampi__IATI_Aid_Type_Vocabulary__c | |
ampi__IATI_Budget_Not_Provided_Reason__c | |
ampi__IATI_Collaboration_Type__c | |
ampi__IATI_Condition_Type__c | |
ampi__IATI_Finance_Type__c | |
ampi__IATI_Flow_Type__c | |
ampi__IATI_Humanitarian_Scope__c | |
ampi__IATI_Humanitarian_Scope_Vocabulary__c | |
ampi__IATI_Project_Status__c | |
ampi__IATI_Tied_Status__c | |
ampi__Project_Geographic_Area__c | ampi__IATI_Exactness__c |
ampi__IATI_Feature_Designation__c | |
ampi__IATI_Geographic_Vocabulary__c | |
ampi__IATI_Location_Class__c | |
ampi__IATI_Location_Reach__c | |
ampi__IATI_Region_Vocabulary__c | |
ampi__Project_Indicator__c | ampi__Calculate_Total__c |
ampi__Data_Type__c | |
ampi__Project_Role__c | ampi__IATI_Contact_Type__c |
ContentVersion | ampi__IATI_Document_Category__c |
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Set Up Named Credential for IATI XML Validation
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Navigate to https://developer.iatistandard.org
Click “Sign Up”.
Follow the sign up process and confirm your account from an email link.
Sign In to the API Gateway developer portal (same URL as above).
Click Subscriptions > “Exploratory”/“Full Access” (as per requirement).
Enter a Subscription Name (this can be anything you want) in the box.
Check the box to agree to the Terms of Use.
Click the Subscribe Button.
Copy your Primary or Secondary Key from your Profile on the API Gateway webpage.
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