Charity Automator Data Flow technical overview

Charity Automator Data Flow Technical Capabilities

Review what Data Flow provides for Development, Finance, and technical teams, along with the systems, records, rules, and responsibilities included in your proposed workflow.

Confirm your integration details

What does Data Flow provide for each team?

Data Flow supports one shared workflow, but each team receives a different operational benefit.
Data Flow explanation diagram

Which systems can Data Flow connect?

Data Flow supports API connections and structured file-based workflows.

We can also support other fundraising and transactional sources. SimpliPhi confirms the connection method, available records, processing direction, and destination coverage during the requirements review.

Review how Data Flow automates CSV, Excel, and other fundraising data imports.

 
API-based sources File-based sources Custom sources
Raiser’s Edge NXT, Salesforce, Luminate Online, Encompass (iModules)
Race Roster, CanadaHelps, Public Outreach, Ascend, CrowdChange, WooCommerce, AKA Raisin, Benevity, Rafflebox, Gravity Forms, Virtuous
CSV files, flat files, database exports, custom donor files, and custom campaign files
Raisers Edge NXT
Salesforce
Virtuous
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and more...

 

What information can Data Flow process?

The available records and fields depend on the source, destination, and agreed configuration.

SimpliPhi confirms the supported records, fields, and processing direction before implementation.

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How can Data Flow apply information from your CRM?

Data Flow can evaluate incoming source data alongside relevant information already stored in your CRM.

Example: an appeal is missing from the donation link

A donor receives an appeal but later gives through the organization’s general website without using the original campaign link.

Data Flow can evaluate the transaction alongside relevant CRM information, such as the donor’s assigned appeal, and apply the organization’s approved attribution rule.

This provides consistent attribution based on the available information. It does not claim to determine the donor’s motivation.

Compare Data Flow with a standard integration platform.

 
Data Flow - How To

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Recurring gifts

Supported commitments and subsequent payments can be connected according to the approved workflow.

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Split gifts and event revenue

Available ticket, sponsorship, donation, and other components can follow different allocation and coding rules.

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Tribute and memorial gifts

Available tribute information can be written to supported destination records and fields.

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Consent and communication preferences

Updates can be configured when the required source information and destination fields are available.

Who controls and maintains Data Flow?

SimpliPhi manages technical correction and recovery. Your team provides decisions when a transaction requires organizational knowledge.

If a platform, API, field, code, or operational requirement changes, SimpliPhi works with your team to assess and update the affected workflow.

SimpliPhi Manages

  • Technical configuration

  • API or file connection setup

  • Field mappings and transformations

  • Scheduled processing

  • Workflow monitoring

  • Technical investigation and recovery

  • Approved configuration updates

Your organization controls

  • Business requirements

  • Approved matching criteria

  • Coding and attribution rules

  • Validation requirements

  • Decisions requiring organizational knowledge

  • Approval of material changes

  • Validation of test results

 

Frequently Asked Questions

Get answers to common questions about nonprofit data movements.

Confirm your integration details

Contact our team to provide:

  • The fundraising platforms and files you want to connect
  • Your destination CRM
  • The approximate annual transaction volume for each source
  • Your preferred implementation timing

We will review the connection options, confirm the proposed scope, and prepare the appropriate pricing.

Confirm your integration details

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Charity Automator Data Flow

Automate how data moves between your systems. No more manual exports or juggling import tools, just clean, connected information flowing automatically from Raiser’s Edge NXT, Luminate Online, Salesforce, Fundraise Up, and more.

Explore Data Flow →

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Charity Automator Data Warehouse

Bring all your fundraising, finance, and marketing data together in one reliable source of truth. With unified reporting and advanced insights, you can see the full picture of your organization’s impact.

Explore Data Warehouse →

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AmpliPhi.app 

Smart Segmentation. Use your clean data to fundraise smarter. AmpliPhi.app helps you segment audiences, personalize outreach, and turn insights into action.

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Managed Fundraising Operations

We provide hands-on support to manage critical fundraising processes, from data health and gift processing to donor services and advanced BI and reporting.

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Consulting Services

Design the right foundation for growth. Align your systems, processes, and data structure with expert guidance, from CRM implementation to team training.

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