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Charity Automator Data Flow: 2025 Updates Checklist for Nonprofit Data Teams

A practical checklist to review integrations, data governance, and automated workflows in Raiser’s Edge NXT.

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Description

This checklist helps nonprofit data teams review the 2025 updates to Charity Automator Data Flow and confirm they are using all available capabilities. It covers new integrations, automated data cleaning, consent management, and governance improvements that keep fundraising systems aligned and Raiser’s Edge NXT data reliable.

Questions answered
  • Which systems should be writing data directly into Raiser’s Edge NXT through Charity Automator Data Flow?
  • How do we use Data Flow features to clean up temporary, duplicate, or invalid data in Raiser’s Edge NXT?
  • How can we ensure donor consent and Solicit Codes stay synchronized and compliant without manual updates?
  • What steps can our data team take to confirm Charity Automator Data Flow is configured to support reliable, low-maintenance CRM operations?

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