> This page is for version v2023-01-01.
> For other versions, use one of these documentation indexes:
> - v2026-04-01 (default): https://docs.givechariot.com/v2026-04-01/llms.txt

> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.givechariot.com/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.givechariot.com/_mcp/server.

# Implementation Checklist

> **Sandbox Key Prerequisite**
>
> Before using this implementation guide, ensure that your organization has been provided with a client\_id and client\_secret for our sandbox environment. If you have not yet received your sandbox keys, please reach out to [support@givechariot.com](mailto:support@givechariot.com) for assistance.

> **Production Key Requirements**
>
> All items on this implementation checklist must be completed before your organization can receive production keys. Once everything is complete, please fill out the production keys request form to proceed.

### Set Up

* [ ] [Generate API access token](/guides/dafpay/integrating-dafpay/set-up#generate-an-access-token)
* [ ] [Register your nonprofit(s) in the Chariot system](/guides/dafpay/integrating-dafpay/set-up#create-nonprofit)
* [ ] [Create Connects for your nonprofit(s)](/guides/dafpay/integrating-dafpay/set-up#create-connect)

### Installing Connect

* [ ] [Install the Chariot Connect (DAFpay button) JavaScript package](/guides/dafpay/integrating-dafpay/installation#install-javascript-package)
* [ ] [Add the Connect ID to the Chariot-Connect component](/guides/dafpay/integrating-dafpay/installation#add-chariot-connect)
* [ ] [Determine button placement](/guides/dafpay/integrating-dafpay/installation#button-placement)
* [ ] [Style your DAFpay button](/guides/dafpay/integrating-dafpay/installation#button-themes-optional)

### Integrating Connect

* [ ] [Pre-load form data into the Connect experience](/guides/dafpay/integrating-dafpay/integration#collecting-donor-data)
* [ ] [Completing grant intents](/guides/dafpay/integrating-dafpay/integration#capturing-grant-intents)
* [ ] [Determine unintegrated DAF provider preference](/guides/dafpay/integrating-dafpay/integration#unintegrated-daf-providers)
* [ ] [Implement Recurring grants (optional)](/guides/dafpay/integrating-dafpay/integration#recurring-donations)

### Managing Transactions

* [ ] [Display Tracking ID and External ID in your dashboard](/guides/dafpay/integrating-dafpay/transactions#reconciliation--grant-identifiers)
* [ ] [Implement grant.status webhook](/guides/dafpay/integrating-dafpay/transactions#grant-statuses)

### Request Production Keys

* [ ] [Complete production keys request form](/guides/dafpay/integrating-dafpay/prod-keys)