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IATI Publishing in Amp Impact allows 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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Before we get into the weeds, let’s align on a couple of IATI-specific terms.

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 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.

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.

Info

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
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

Info
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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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)
Account	Contact Account ampi__Objective__c
ampi__Allocation__c	ampi__Transaction_Project_IATI_Sector__c
ampi__Budget__c	ampi__Transaction_Project_IATI_Sector__c ampi__Financial__c
ampi__Disbursement__c	ampi__Transaction_Project_IATI_Sector__c
ampi__Project__c	ampi__Geographical_Area__c ampi__Reporting_Period__c ampi__xx_Framework__c ampi__Implementation_Plan__c ampi__Thematic_Area__c ampi__Organization_Role__c ampi__Project_Role__c ampi__Catalog_Objective__c ampi__Project_IATI_Policy__c ampi__Project_IATI_Sector__c
ampi__Project_Indicator__c	ampi__Project_Indicator_Reporting_Period__c ampi__Project_Indicator_Geographic_Area__c ampi__Project_Indicator_Thematic_Area__c ampi__Disaggregated_Project_Indicator__c ampi__Result__c ampi__Risk__c tag__Tag_Settings__c
ampi__Organization_Role__c	ampi__Allocation__c ampi__Budget__c ampi__Disbursement__c

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
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
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
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
ampi__Disbursement__c	DISBURSEMENT_TABLE	Table columns on ManageDisbursements
ampi__Financial__c	BUDGET_EXCEL_COLUMNS	Columns in Excel spreadsheet downloaded from ampi__Budget__c
ampi__Financial__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
ampi__Objective__c	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
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__Budget__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__Objective__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__Project_Indicator__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).
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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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