How does Charity Automator Data Flow work with our existing donation platform and CRM?

Charity Automator Data Flow is designed to fit into your existing fundraising ecosystem. We connect donation platforms, event systems, peer-to-peer fundraising tools, payment processors, CRMs, finance systems, and other applications so data moves automatically between them. Rather than replacing your systems, Data Flow connects them and applies the business rules, mapping, and validation required by your organization. Common systems include Raiser's Edge NXT, Blackbaud CRM, Salesforce, Luminate Online, Fundraise Up, crowdfunding platforms, accounting systems, and many other nonprofit applications.

Will Data Flow create duplicate records in our CRM?

No. Preventing duplicates and protecting data quality is one of the primary reasons organizations implement Data Flow. Each integration is configured using organization-specific matching rules, business logic, and validation processes. Before records are created or updated, Data Flow can identify existing constituents, apply matching criteria, and follow your organization's data standards. The result is cleaner data, fewer manual corrections, and greater confidence in reporting and fundraising operations.

Can we implement Data Flow before a major fundraising campaign or event?

Yes. Many organizations implement Data Flow before annual campaigns, telethons, giving days, year-end fundraising periods, or platform migrations. Our implementation process includes requirements gathering, mapping, testing, validation, and controlled deployment before going live. Because Data Flow is a managed service, our team works closely with your staff to ensure integrations are thoroughly tested and ready before critical fundraising periods.

What work is required from our team?

We handle the technical configuration, integration development, monitoring, and ongoing support. Your team's primary role is helping us understand your business processes, reviewing mapping requirements, validating test results, and approving the final workflow before launch. Our goal is to reduce the burden on fundraising, operations, and IT teams rather than add to it.

What happens if we add a new fundraising platform in the future?

Data Flow is designed to adapt as your technology ecosystem evolves. Many organizations implement Data Flow when replacing donation platforms, launching new campaigns, introducing peer-to-peer fundraising tools, or adding additional systems. New integrations can be added while maintaining consistent data standards across the organization.

How is Data Flow different from importing files?

Traditional imports require staff to export files, clean data, map fields, upload records, and resolve errors manually. Data Flow automates those processes. Data moves automatically between systems according to predefined business rules and schedules, reducing manual effort and eliminating many of the risks associated with repetitive imports. The goal is continuous, reliable movement of data rather than periodic manual uploads.

What support do you provide after implementation?

Every Data Flow client receives ongoing support from a team that understands nonprofit fundraising systems and data processes. If requirements change, a new campaign is launched, or a platform is updated, our team is available to help. Many organizations choose Data Flow specifically because they want expert support and a long-term partner rather than a self-service integration tool.

What happens when a field mapping changes?

Changes happen regularly as fundraising programs evolve. When a new field is added, a platform changes, or your reporting requirements evolve, our team updates the integration configuration for you. Because Data Flow is managed by SimpliPhi, you do not need to maintain complex mapping dictionaries or technical configurations internally.

Do we need internal IT resources to manage it?

No. Most organizations do not require dedicated IT resources to operate Data Flow. Your team helps define requirements, review mappings, and validate results during implementation. After launch, SimpliPhi manages the technical configuration, maintenance, monitoring, and ongoing support.

Who monitors the integrations after go-live?

SimpliPhi does. One of the biggest differences between Data Flow and self-managed integration tools is that our team actively monitors integrations after deployment. We monitor synchronization activity, system connectivity, failures, and technical exceptions across all client environments. If an issue occurs, our team investigates and helps resolve it so your staff can stay focused on fundraising rather than troubleshooting integrations.

Fundraising data integration and automation software

Charity Automator Data Flow

The controlled automation layer between your fundraising platforms and CRM

Keep CRM data current while reducing spreadsheet handling, processing delays, inconsistent revenue coding and reconciliation issues.

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SimpliPhi Charity Automator Data Flow graphic showing two-way data sync between Salesforce, Blackbaud.

What is Data Flow?

Automated transaction processing built around your organization’s rules

Charity Automator Data Flow is a SaaS platform that provides a controlled automation layer between your fundraising platforms and CRM. Operated and supported by SimpliPhi, it collects incoming transactions, compares them with existing CRM records, matches constituents, and applies the coding and business rules approved by your organization.

Transactions that meet the approved requirements move into your CRM on an agreed schedule. SimpliPhi monitors transactions requiring attention and manages their correction and recovery. Source IDs, batch details and processing history support reconciliation and auditability.

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

Automate transaction processing

Collect gift, constituent, event and engagement data from connected platforms and approved files without repeated manual uploads.

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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.

Match constituents and reduce duplicate risk

Data Flow compares approved attributes with existing CRM records before creating or updating a constituent. Possible matches are held for review when attention is required.

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Working on CRM analytics with a laptop, sales reports, and a 'CRM' icon overlay

Consistently apply your approved rules

SimpliPhi configures and manages how Data Flow matches constituents and applies campaign, fund, appeal, and other required CRM coding. Your team defines and approves the requirements without managing the technical process.

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

Manage exceptions separately

Valid transactions continue automatically, while SimpliPhi monitors transactions requiring attention and manages their correction and recovery.

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and more...

Reviewing data security with your IT team?

See how Charity Automator handles data residency, encryption, secure access, retention, and data ownership. Share these details with colleagues evaluating the solution.

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How Nonprofits Transform Fundraising Operations

Learn how organizations are improving data quality, streamlining workflows, and supporting better fundraising outcomes with Data Flow.

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Data Flow in action

17,000 gifts automated. Approximately 30 staff hours saved per month.

Roswell Park Alliance Foundation used Charity Automator Data Flow to automate the movement of Luminate Online gifts into Raiser’s Edge NXT, reducing repetitive processing work and helping the team manage a high volume of fundraising transactions more consistently.

Read the customer story

1. Collect

Retrieve transactions from connected platforms, APIs and approved files on the agreed schedule.

2. Apply your approved matching and coding rules

Data Flow matches constituents and applies the coding and business rules configured and managed by SimpliPhi according to your approved requirements.

3. Validate and process

Data Flow validates the results and moves transactions that meet the approved requirements into your CRM.

4. Manage exceptions and support reconciliation

SimpliPhi monitors transactions requiring attention and manages their correction and recovery. Source IDs, batch details, and processing history support reconciliation.

Connect data from various platforms, ensuring accuracy and processing on an agreed schedule

Tailor workflows to fit your organization's unique needs.

‍Error Reduction: Minimize manual entry errors with automated processes.

‍Scalability: Grow your data management capabilities as your organization expands.

File-based: Race Roster, Public Outreach, Canada Helps, Ascend, CrowdChange, WooCommerce, AKA Raisin, Benevity, Raffle Box, Gravity Forms, Virtuous

Custom: Any CSV, database or flat file with donor or campaign data

Keep Your Fundraising Systems Aligned.

Tell us which fundraising platforms and CRM you use. We will review your current process, manual work, matching and coding requirements, exceptions, and reconciliation needs.

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Frequently Asked Questions

Get answers to common questions about nonprofit data integration, including supported systems, implementation timelines, data synchronization, security, error handling, and ongoing support.