Over the past year, Charity Automator Data Flow has expanded in ways that improve how nonprofit data teams manage, govern, and trust their day-to-day workflows. Some updates introduce new integrations. Others close long-standing operational gaps inside Raiser’s Edge NXT.
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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 [email protected].
Data is written into Raiser’s Edge NXT.
Salesforce data can be directly written into Raiser’s Edge NXT.
Online donations from Fundraise Up are automatically added to Raiser’s Edge NXT.
Match onto existing constituents to create Tributes and link gifts to Tribute records.
How data quality, consent, and risk are controlled.
Automate the removal of custom fields, constituent codes, and other temporary or invalid data in Raiser’s Edge NXT.
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!
