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Data Flow

7 min read

How Hospital Foundations Can Eliminate Manual Donor Data Workflows

The Automation Gap in Nonprofits Every day, hospital foundation teams balance urgent donor requests, campaign deadlines, and compliance requirements...

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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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3 min read

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...

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Montreal General Hospital building

4 min read

Case From Data to Impact: How the Montreal General Hospital Foundation Transformed Its Fundraising Performance

Story Overview In today’s evolving philanthropic landscape, organizations are expected to demonstrate credibility, transparency, and operational...

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2 min read

Smart Cleanup for Raiser’s Edge NXT: Delete Data with Confidence

What This Feature Enables With field deletion in Data Flow, teams can: Remove custom fields added temporarily during multi-step integrations Delete...

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2 min read

Product Update: Charity Automator Now Supports Salesforce as a Data Source

Charity Automator now supports Salesforce as a Data Source, making it easier for nonprofit organizations to access and use the data. Nonprofit...

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3 min read

Charity Automator Data Flow: 5 Real-Life Metaphors That Show What Makes It Different

Building Alone vs. Getting It Done If you're a VP of Finance, an IT lead, or the person responsible for your nonprofit's data systems, you likely...

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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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2 min read

Automate Raiser's Edge NXT Consent with Charity Automator Data Flow

Why this matters for nonprofits Nonprofits must carefully respect donor communication preferences to stay compliant and build trust. Consent in...

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