SimpliPhi
Connect fundraising data. Automate transaction processing. Build more reliable reporting.
• Charity Automator Data Flow: fundraising data integration and automation
• Charity Automator Data Warehouse: centralized, reporting-ready data
• AmpliPhi.app: donor segmentation and campaign audience management
• Charity Automator Data Warehouse: centralized, reporting-ready data
• AmpliPhi.app: donor segmentation and campaign audience management
Description
Unlock growth through operational efficiency and automation.
SimpliPhi provides fundraising enablement solutions that connect Fundraise Up, Raiser’s Edge NXT, Financial Edge NXT, Luminate Online and other systems to streamline operations, automate data flows, and centralize reporting. We help nonprofits reduce manual work, improve data quality, and make confident, data-driven decisions.
We work with growth-minded nonprofit leaders who want:
• A strategic partner with deep fundraising and technology expertise
• Clean, connected, and reliable data across all systems
• Automated workflows that eliminate manual processes
• Scalable solutions for data, reporting, and segmentation
• Stronger fundraising performance through clear, actionable insights
• A strategic partner with deep fundraising and technology expertise
• Clean, connected, and reliable data across all systems
• Automated workflows that eliminate manual processes
• Scalable solutions for data, reporting, and segmentation
• Stronger fundraising performance through clear, actionable insights
Media
Features
Angelina Londono. Campaign Director at Trillium Health Partners Foundation
With Charity Automator Data Flow connecting our systems, I feel more confident in the data… and we can make sure the right constituents are captured.
Licia Donadonibus. Territorial Director of Development Data and Innovation at the Salvation Army Canada
Raiser’s Edge NXT is now our clear source of truth, feeding into Charity Automator, where we handle our larger, complicated querying, Power BI reporting, and data governance work.
Sylvie Riendeau. Vice-President, Communications & Marketing at the Montreal General Hospital Foundation
Each new segment requires tailored content and operational effort. With AmpliPhi.app, the focus remains on strategic segmentation that adds real value, rather than complexity for its own sake.
Rémus Blais. Director of Strategy and Data Analysis at Jewish General Hospital Foundation
We’ve been using Charity Automator for several years now, and it has truly transformed the way we manage data synchronization across our systems, including Raiser's Edge NXT and Luminate Online.
Benefits
Less manual data work
Reduce repetitive imports, spreadsheet preparation, and transaction processing with Charity Automator Data Flow.
More consistent, traceable CRM data
Apply approved matching, coding, and validation rules with Data Flow. Use processing history to investigate exceptions and reconcile transactions.
A reliable foundation for reporting
Bring fundraising, finance, and engagement data together with Charity Automator Data Warehouse. Give your team structured information for analysis in Power BI, Tableau, and other reporting tools.
Greater control over campaign audiences
Use AmpliPhi.app to prioritize donor segments, manage inclusions and exclusions, reduce audience overlap, and validate selections before outreach.
Stronger systems and operational capacity
Improve workflows, implement or optimize your CRM, train staff, and support recurring fundraising activities with SimpliPhi’s consulting and managed fundraising services.
Integration Diagrams
Charity Automator Data Flow is integration and automation software that provides a controlled automation layer between Fundraise Up and Raiser’s Edge NXT.
Data Flow collects incoming transactions from Fundraise Up, matches them to existing CRM records, applies your coding and business rules, validates the results, and moves approved transactions into Raiser’s Edge NXT on an agreed schedule.
Transactions requiring attention are clearly identified and recoverable after correction. Source IDs, batch information, and processing history support reconciliation and auditability.
SimpliPhi configures and maintains the technical workflows. Your organization defines business requirements, approves rules, and validates results. Supported records, fields, and processing schedules are confirmed during implementation.
Data
Donation transactions in Charity Automator Data Flow
Donation transactions in Charity Automator Data Flow
Data
Fundraise Up donations
Fundraise Up donations
Services
Charity Automator Data Flow
Charity Automator Data Flow is fundraising data integration and automation software. It provides the controlled automation layer between your fundraising platforms and your CRM.
For organizations using Fundraise Up and Raiser’s Edge NXT, Data Flow automates transaction processing according to approved matching, coding, validation, and scheduling requirements.
Key capabilities:
• Collect incoming transactions from connected platforms and approved files.
• Match incoming information to existing CRM records.
• Apply your coding, field mappings, and business rules.
• Validate results before processing.
• Move approved transactions on an agreed schedule.
• Identify transactions requiring attention and support recovery after correction.
• Preserve source IDs, batch information, and processing history for reconciliation and auditability.
• Match incoming information to existing CRM records.
• Apply your coding, field mappings, and business rules.
• Validate results before processing.
• Move approved transactions on an agreed schedule.
• Identify transactions requiring attention and support recovery after correction.
• Preserve source IDs, batch information, and processing history for reconciliation and auditability.
SimpliPhi configures, monitors, and maintains the technical workflows within the agreed scope. Your team defines requirements, approves rules, and validates results.
Supported records, fields, processing direction, and schedules are confirmed during implementation.
Best suited for:
Nonprofit teams that need repeatable transaction processing, consistent revenue coding, and better traceability between fundraising platforms and their CRM.
Nonprofit teams that need repeatable transaction processing, consistent revenue coding, and better traceability between fundraising platforms and their CRM.
Connect to Multiple Systems
- Destination
CRM targets: Raiser’s Edge NXT, Luminate Online
- Sources
API-based: Raiser’s Edge NXT, Salesforce, Luminate Online, Fundraise Up, Encompass (iModules), Financial Edge NXT
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
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
Charity Automator Data Warehouse
Charity Automator Data Warehouse is a nonprofit data platform that consolidates fundraising, finance, and engagement data into a structured, reporting-ready environment.
Bring Fundraise Up data together with information from supported systems to help your team analyze fundraising activity and build more consistent reports.
Key capabilities:
• Automatically collect data from connected systems and approved files.
• Organize information into structured reporting tables.
• Use prepared datasets and calculated metrics to reduce repetitive data preparation.
• Connect with Power BI, Tableau, and other reporting tools.
• Combine data across sources to support fundraising and financial analysis.
• Organize information into structured reporting tables.
• Use prepared datasets and calculated metrics to reduce repetitive data preparation.
• Connect with Power BI, Tableau, and other reporting tools.
• Combine data across sources to support fundraising and financial analysis.
Supported sources, refresh schedules, historical coverage, and reporting requirements are confirmed during implementation.
Best suited for:
Data, finance, and fundraising teams that need a consistent foundation for reporting across multiple systems.
Data, finance, and fundraising teams that need a consistent foundation for reporting across multiple systems.
Connect to Multiple Systems
API-based: Raiser’s Edge NXT, Salesforce, Luminate Online, Fundraise Up, Encompass (iModules), Financial Edge NXT
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
AmpliPhi.app
AmpliPhi.app is donor segmentation software that helps nonprofit teams build, prioritize, and validate campaign audiences using CRM data.
Key capabilities:
• Define donor segments using inclusion and exclusion rules.
• Set segment priorities to manage overlapping audiences.
• Review audience counts and validate selections before launch.
• Assign campaign appeals and packages.
• Push and unpush supported campaign data to the connected CRM.
• Set segment priorities to manage overlapping audiences.
• Review audience counts and validate selections before launch.
• Assign campaign appeals and packages.
• Push and unpush supported campaign data to the connected CRM.
Best suited for:
Annual giving, fundraising communications, and data teams preparing coordinated campaign audiences.
Annual giving, fundraising communications, and data teams preparing coordinated campaign audiences.
Managed Fundraising Services
SimpliPhi provides hands-on operational support for recurring fundraising activities.
Services include:
• Direct marketing segmentation.
• Offline gift processing and fulfillment.
• Data cleansing, deduplication, and address updates.
• Donor receipt and acknowledgement support.
• Ongoing fundraising systems and operational support.
• Offline gift processing and fulfillment.
• Data cleansing, deduplication, and address updates.
• Donor receipt and acknowledgement support.
• Ongoing fundraising systems and operational support.
Responsibilities and deliverables are defined around your organization’s requirements.
Best suited for:
Nonprofit teams that need additional capacity to execute and maintain recurring fundraising operations.
Nonprofit teams that need additional capacity to execute and maintain recurring fundraising operations.
Consulting Services
SimpliPhi provides consulting services to help nonprofits improve the systems, processes, and data practices behind fundraising.
Services include:
• CRM implementation and migration.
• System and workflow optimization.
• Data structure and revenue coding review.
• Role-based training and process documentation.
• System and workflow optimization.
• Data structure and revenue coding review.
• Role-based training and process documentation.
Best suited for:
Organizations planning a system change or improving how their existing fundraising technology supports daily work.
Organizations planning a system change or improving how their existing fundraising technology supports daily work.
Resources
How Hospital Foundations Can Automate Donor Data Workflows
Charity Automator Data Flow gives hospital foundations a controlled automation layer between their fundraising platforms and CRM. The result is less spreadsheet handling, more consistent revenue coding, more current CRM data and fewer unexplained differences between systems.
