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When your PosiPay baseline is ready, work through this list to ensure all relevant settings and functionality are set.

Fundraising Extension

Feature Name

Comment

Link

ORG PREPARATION

Pre-Config

Steps required to prepare the Org prior to package installation.

Pre-Config Guide

Package installation

Installation of PosiPay Packages

Install PosiPay

PosiPay Core Configuration

Configuration steps that are required to be executed manually after Installation.

Post-Config Guide

Fundraising Extension Configuration

Configuration steps that are required to be executed manually after Installation.

Config Guide