A Data Team’s Checklist for Charity Automator Data Flow Updates in 2025

We created this checklist to help nonprofit data teams review recent Charity Automator Data Flow updates and confirm they are using all available capabilities. It is designed as a quick reference so teams can validate coverage across integrations, governance, and compliance without digging through individual release notes.

If your organization uses the Charity Automator and would like to enable any of these updates, contact support@simpliphi.io.

New Integrations

Data is written into Raiser’s Edge NXT.

☐ Salesforce

Salesforce data can be directly written into Raiser’s Edge NXT.

☐ Fundraise Up

Online donations from Fundraise Up are automatically added to Raiser’s Edge NXT.

☐ Raiser's Edge NXT Tributes

Match onto existing constituents to create Tributes and link gifts to Tribute records.

Data Governance and Compliance

How data quality, consent, and risk are controlled.

☐ Data Cleaning with Data Flow

Automate the removal of custom fields, constituent codes, and other temporary or invalid data in Raiser’s Edge NXT.

☐ Consent Management

Consent records with full history sync automatically and update Solicit Codes to ensure accurate communication preferences.

Together, these updates strengthen Charity Automator Data Flow as a reliable foundation for system alignment, compliance, and operational consistency. By automating how data is written, governed, and cleaned, teams can spend less time fixing issues and more time trusting their CRM.

If your organization is not yet using Charity Automator, book a call with our team to explore what’s possible!

Also Read:

• This practical checklist helps nonprofit fundraising, operations, and data teams evaluate their internal data workflows.

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

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