Getting Started

Set Up Your Business on Amply

This guide walks you through setting up your business to give, collect, or both through Amply.

Before You Begin

Determine Your Approach

How will you use Amply?

Approach	Description	Requirements
Corporate giving	Your company donates	Business verification, bank account
Customer collections	Collect from customers	Business verification, integration setup
Both	Give company funds AND collect	All of the above

→ Corporate Giving → Customer Collections

Gather Information

You'll need:

• Business details: Legal name, registration number, address
• Authorized representative: Someone who can legally commit the business
• Banking information: Account for giving or receiving payouts
• Tax information: Tax ID, VAT number if applicable

Account Setup

Step 1: Create Business Account

Start at Amply's business registration:

1. Enter business name (as legally registered)
2. Select country of registration
3. Provide primary contact information
4. Choose: giving, collecting, or both

Step 2: Business Verification

Verify your business identity:

Documentation:

• Business registration certificate
• Proof of address
• Tax registration document

Representative Verification:

• Identity verification for authorized signatory
• Proof of authorization (board resolution, letter of authority)

Verification typically takes 2-5 business days.

Step 3: Banking Setup

For giving:

• Link a bank account or card for donations
• Set up payment authorization

For collecting:

• No banking needed—funds route directly to organizations
• Optional: set up for corporate matching

Step 4: Team Access

Add team members with appropriate roles:

Role	Access
Admin	Full access, settings, user management
Finance	Transactions, reporting, matching budgets
Marketing	Campaigns, public-facing content
Viewer	Dashboard access, read-only

Roles are managed through Amply's permission system, with each role inheriting the capabilities of the roles below it.

Giving Setup

Select Causes

Choose where your donations go:

Specific Organizations:

• Search Amply's verified organizations
• Filter by SDG, location, or mission
• Save favorites for quick access

SDG Categories:

• Select SDG focus areas
• Amply allocates to effective organizations
• Adjust weightings as desired

Mixed Approach:

• Designate percentages to organizations and categories
• Rebalance anytime

Configure Giving

Set your giving preferences:

• Amount: One-time, recurring, or percentage-based
• Schedule: Immediate, monthly, quarterly, annual
• Matching: If matching employee/customer donations, set ratios and caps
• Visibility: Public or private giving (both still on ledger)

Test Giving

Before going live:

• Make a small test donation
• Verify it appears on your dashboard
• Confirm receipt and documentation
• Check public ledger visibility

Collection Setup

Integration Selection

Choose how to collect:

E-commerce:

• Shopify app
• WooCommerce plugin
• Custom JavaScript SDK

Point of Sale:

• Square integration
• Toast integration
• Custom API

Other:

• Employee payroll
• Mobile app
• Custom solution

→ Solutions

Cause Configuration

Select what customers can support:

• Single cause: All donations to one organization
• Multiple causes: Customer chooses at checkout
• SDG categories: Customer selects focus areas
• Rotating causes: Different causes by period or campaign

Collection Amounts

Configure donation options:

Fixed amounts:

• Preset options ($1, $5, $10)
• Single suggested amount
• Custom amount entry

Dynamic amounts:

• Percentage of order
• Roundup to nearest dollar
• Order-based calculation

Test Collection

Before launch:

• Process test donations in sandbox
• Verify customer experience
• Check receipt delivery
• Confirm dashboard tracking

Going Live

Pre-Launch Checklist

• Business verification complete
• Banking/payment configured
• Causes selected
• Integration installed and tested
• Team members added
• Customer communications prepared

Launch

Activate your integration:

• Enable in Amply dashboard
• Deploy integration code (if custom)
• Activate in e-commerce/POS admin
• Monitor first transactions

Post-Launch

After going live:

• Monitor dashboard for activity
• Verify donations reaching organizations
• Check customer receipts
• Review reports

Common Setup Questions

How long does verification take?

Standard: 2-5 business days. Complex cases may take longer. Expedited review available for urgent needs.

Can we collect before corporate giving is set up?

Yes. Collection can operate independently. Corporate giving requires separate setup.

What if we change our minds about causes?

Causes can be changed anytime. Changes affect future donations only; past donations remain as recorded.

Do we need technical staff?

For standard e-commerce integrations (Shopify, WooCommerce), no technical staff needed. For custom integrations, developer involvement required.

How do we handle multiple locations?

Enterprise accounts support multi-location setup with:

• Centralized or distributed management
• Location-level reporting
• Consolidated compliance

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Related:

• Corporate Giving
• Customer Collections
• Solutions
• Compliance