New in Charity Automator Data Flow: Sync Assigned Appeals from Raiser’s Edge NXT to Luminate Online

What this update enables

• Alignment between fundraising and marketing: strategy in Raiser’s Edge NXT (RE NXT) flows directly into execution in Luminate Online (LO).
• Automated appeal mapping: Assigned Appeals sync to a constituent custom field in Luminate Online (LO).
• Faster, cleaner segmentation: target precisely without duplication or manual exports.
• Less manual effort: eliminate spreadsheets and inconsistent list management.

“If you can automate it and save hours of list work, do it. Assign the appeal in Raiser’s Edge, and we handle the rest. The right people are ready to email in Luminate Online without anyone touching a file.” - Divyesh Khatri, Fundraising Services Expert, SimpliPhi

Why this update matters

Before this feature, organizations exported lists from Raiser’s Edge NXT, manipulated them in Excel, and manually imported them into Luminate Online. This process caused mismatched records, duplicate groups, and hours of repetitive work.

Now, the process is entirely automated: appeal assignments from RE NXT are instantly available in LO for segmentation and campaign targeting.

How it works:

1. Assign the appeal to a constituent in Raiser’s Edge NXT.
2. Charity Automator Data Flow detects the new assignment.
3. The appeal value is written to a custom constituent field in Luminate Online.
4. Build a segment or group in LO using that field and launch the campaign.

Direction: RE NXT → LO

Field behavior: Syncs the current Assigned Appeal.

Cadence: Typically runs weekly or per campaign, customizable to your cadence.

Who benefits

• Fundraising directors and campaign leads: keep strategy and outreach aligned.
• Marketing teams: launch faster, with segments always current.
• Data specialists: fewer manual imports and cleaner lists.
• Events and donor relations teams: real-time audience visibility.

Best practices

• Keep your appeal taxonomy in RE clean and consistent.
• Assign appeals during audience planning, not after.
• Pilot with one appeal to validate before scaling.
• Sync in step with campaign frequency (usually weekly).

About Charity Automator

Charity Automator helps nonprofits unify data, automate workflows, and ship accurate reports. The platform includes Charity Automator Data Flow for managed integrations and Charity Automator Data Warehouse consolidates donor and campaign data into a structured environment designed for strategic analysis and high-quality reporting.

Get started

Ready to activate the Assigned Appeals sync? Tell us what you want to map and your preferred sync cadence. We’ll configure, test, and validate your setup.

Email to our Support or book a call to get started today.

Frequently Asked Questions (FAQ)

These are the most common questions nonprofits ask when configuring Assigned Appeals sync. Use this section to understand setup, data security, and support options for your organization.

Setup and Configuration

Q1: Who should enable this feature?

Fundraising, marketing, or data operations managers who oversee campaign segmentation and data accuracy are the best fit to configure this update.

Q2: Can it run daily?

It can, though most teams select weekly or per campaign drop to match workflow.

Q3: Can I test this feature before enabling it organization-wide?

Yes. Start with a small segment or single appeal as a pilot. Our team supports configuration, testing, and validation.

Q4: Can we name the LO field anything?

Yes. Use any intuitive constituent custom field name and tell us what to map.

Q5: What systems does this integration support besides RE NXT and Luminate Online?

Currently, this feature is built for Raiser’s Edge NXT and Luminate Online. Charity Automator Data Flow also supports Salesforce, Fundraise Up, and other leading nonprofit platforms.

Q6: How long does setup usually take and who is involved?

The process typically takes a few business days. Fundraising operations or marketing data leads usually collaborate with our support team to configure, map, and test the flow.

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Security and Reliability

Q1: How does this affect data accuracy and reporting?

By syncing Assigned Appeals automatically, the integration reduces duplication and human error from manual imports. Reporting in both RE NXT and LO becomes more consistent, improving data accuracy, attribution, and campaign performance tracking.

Q2: How secure is the data transfer?

All data transferred through Charity Automator Data Flow is encrypted and follows secure API communication standards. SimpliPhi complies with nonprofit data privacy best practices and uses limited-access credentials to protect constituent information.

Q3: Is this integration compliant with nonprofit data security standards?

Yes. Charity Automator follows industry-leading protocols for data protection, ensuring compliance with nonprofit security and privacy standards across North America.

Q4: Does this use the Charity Automator Data Warehouse?

No. This flow runs directly between RE NXT and Luminate Online for maximum speed and simplicity.

Usage and Support

Q1: Can you sync multiple appeals for the same person?

We sync the current appeal for clarity. If you have a specialized use case, we can explore multi-appeal syncing.

Q2: Does this integration impact email deliverability or segmentation quality?

No, syncing Assigned Appeals improves segmentation accuracy without affecting deliverability.

Q3: Can this integration be combined with other Charity Automator Data Flows?

Yes. It works seamlessly alongside other integrations like Fundraise Up and Salesforce to centralize your campaign data.

Q4: Is there a write-back from LO to RE?

No. RE NXT remains the single source of truth for appeal assignments.

Q5: Is there extra cost?

Availability and pricing depend on your agreement. Contact Sales to confirm your plan.

Q6: What kind of support is available?

SimpliPhi’s team provides onboarding help, configuration guidance, and post-launch optimization support to ensure smooth operation.

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Also read:

• Product Update: New Pledge Aggregated Data Tables in Charity Automator Data Warehouse
• Automate Raiser's Edge NXT Consent with Charity Automator Data Flow
• Be Ready Before the Switch: A Blueprint for Adapting to Blackbaud Web View