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Data Flow

A woman analyzing invoices and financial spreadsheets across multiple monitors at her desk.

3 min read

How Can Nonprofits Automate CSV and Excel Data Imports Into Their CRM?

Reduce Manual Data Imports and Give Your Team Time Back Recurring file imports consume valuable staff time, introduce avoidable errors, and delay...

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Blue and Pink Gradient Background with White S SimpliPhi Logo

1 min read

Operational Clarity, Fundraising Growth

About this guide: Nonprofit growth takes more than passion. It requires operational efficiency, clean data, and strategic focus. This guide shows how...

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Blue and Pink Gradient Background with White S SimpliPhi Logo

1 min read

Is Your Fundraising Workflow Ready for Automation?

About this guide: Fundraising workflow automation starts with knowing what to automate and when. This practical checklist helps nonprofit...

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Blue and Pink Gradient Background with White S SimpliPhi Logo

Charity Automator Data Flow: 2025 Checklist for Nonprofit Data Teams

About this guide: This checklist helps nonprofit data teams review the 2025 updates to Charity Automator Data Flow and confirm they are using all...

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3 min read

How to Know You’re Ready for Automation: Insights for Nonprofit Fundraising Teams

This article shares practical insights for nonprofit fundraising, data, and operations teams. The focus is on helping you spot bottlenecks, scale up...

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A laptop screen displaying an 'Add new contact' CRM form with fields for first name, last name, company, and job title.

3 min read

How Do I Find and Merge Duplicate Donor Records in My CRM?

Reduce Potential Duplicate Records and Improve Trust in Your Data Duplicate constituent records create confusion, increase administrative work, and...

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A person interacting with a floating analytics dashboard of colorful charts and KPIs above a laptop keyboard.

3 min read

Why Doesn't My Donor Data Match Across Different Fundraising Systems?

Connect Your Fundraising Applications When donor information lives in multiple fundraising platforms, keeping records aligned can become increasingly...

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6 min read

Exploring an Omatic Alternative: What Nonprofits Should Consider About Data Integration

Fundraising teams depend on accurate, timely, and complete data to make decisions, execute campaigns, and report results. Yet for many nonprofit...

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Roswell Park Alliance Foundation

3 min read

How Roswell Park Alliance Foundation Automated 17,000+ Gifts during the peak season and Saved 30 Hours Per Month with Charity Automator Data Flow

The Roswell Park Alliance Foundation is a not-for-profit organization that manages all donations made to Roswell Park Comprehensive Cancer Center....

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Trillium Health Partners Foundation

3 min read

Luminate Online and Raiser’s Edge NXT Integration: How Trillium Health Partners Foundation Improved Donor Data Accuracy

Modern fundraising organizations operate in increasingly complex environments, where multiple systems, teams, and channels must work together...

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