# SimpliPhi
> Fundraising data integration software connecting Fundraise Up with Raiser’s Edge NXT and other CRMs.

Canonical page: https://marketplace.fundraiseup.com/integrations/simpliphi
Marketplace: Fundraise Up
Last updated: 2026-09-30
Logo: https://assets.partnerfleet.app/q5u022cdxf879qujt1m1p3el8mcg

## At a glance
- Services offered: [CRM Implementations](https://marketplace.fundraiseup.com/t/services-offered/crm-implementations), [Salesforce Implementation](https://marketplace.fundraiseup.com/t/services-offered/crm-implementations/salesforce-implementation), [Other Tech Implementation](https://marketplace.fundraiseup.com/t/services-offered/crm-implementations/other-tech-implementation), [Custom Integrations](https://marketplace.fundraiseup.com/t/services-offered/custom-integrations), [Data Enrichment](https://marketplace.fundraiseup.com/t/services-offered/data-enrichment), [Database Management](https://marketplace.fundraiseup.com/t/services-offered/database-management), [Donor Acquisition](https://marketplace.fundraiseup.com/t/services-offered/develop-a-fundraising-strategy/get-more-recurring-donors), [Donor Outreach](https://marketplace.fundraiseup.com/t/services-offered/develop-a-fundraising-strategy/new-node), [Donor Retention](https://marketplace.fundraiseup.com/t/services-offered/develop-a-fundraising-strategy/donor-retention), [Growth Strategy](https://marketplace.fundraiseup.com/t/services-offered/increase-overall-revenue-any-channel), [Marketing Solutions](https://marketplace.fundraiseup.com/t/services-offered/marketing-solutions), [Middleware](https://marketplace.fundraiseup.com/t/services-offered/middleware), [Nonprofit Tech Optimization](https://marketplace.fundraiseup.com/t/services-offered/strategy), [Nonprofit Tech Selection](https://marketplace.fundraiseup.com/t/services-offered/nonprofit-tech-selection), [Partner Integrations](https://marketplace.fundraiseup.com/t/services-offered/find-an-partnered-integration)
- Vertical focus: All Nonprofits
- Regions supported: North America
- Website: [www.simpliphi.io](https://www.simpliphi.io/)

## Call to actions
- **Contact Us** — submit the contact form on https://marketplace.fundraiseup.com/integrations/simpliphi
- [Visit our website](https://www.simpliphi.io/blog)

## 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

## Media
- [How can nonprofits build a donor segmentation strategy that works across multiple fundraising campaigns? (video)](https://youtu.be/Vb7Y0Zm2vig?si=Lh6bvf4sAB_FGsbz)
- [How to Link Raiser's Edge NXT Consent Module with Solicit Codes | Step-by-Step Tutorial (video)](https://youtu.be/X5fgrSx1ybM?si=lX1w64Ey3LDvRiIl)
- [Should nonprofits segment donors by communication channel or by donor relationship? (video)](https://youtu.be/emHFOLjhloM?si=slNN0kc1-G76n314)

## 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.

- Donation transactions in Charity Automator Data Flow — Pull from Partner — 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.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.Connect to Multiple SystemsDestinationCRM targets: Raiser’s Edge NXT, Luminate OnlineSourcesAPI-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, VirtuousCustom: 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.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.Connect to Multiple SystemsAPI-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, VirtuousCustom: 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.Best suited for: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.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.
- **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.Best suited for:Organizations planning a system change or improving how their existing fundraising technology supports daily work.

## Resources
- [Charity Automator Data Flow technical overview](https://assets.partnerfleet.app/h1snwof6v3nfd419rgo5blqxt49t) — Review what Data Flow provides for Development, Finance, and technical teams, along with the systems, records, rules, and responsibilities included in your proposed workflow.
- [Roswell Park Alliance Foundation Customer Success](https://simpliphi.io/blog/roswell-park-alliance-foundation-automates-17000-gifts-saves-30-hours-data-flow) — How Roswell Park Alliance Foundation Automated 17,000+ Gifts during the peak season and Saved 30 Hours Per Month with Charity Automator Data Flow
- [Is Your Fundraising Workflow Ready for Automation?](https://simpliphi.io/blog/workflow-for-automation) — This practical checklist helps nonprofit fundraising, operations, and data teams evaluate their internal data workflows.
- [How Hospital Foundations Can Automate Donor Data Workflows](https://simpliphi.io/blog/how-hospital-foundations-can-eliminate-manual-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.
- [Case From Data to Impact: How the Montreal General Hospital Foundation Transformed Its Fundraising Performance](https://simpliphi.io/blog/how-the-montreal-general-hospital-foundation-transformed-fundraising) — Operational clarity takes time and MGHF’s journey reflects that reality. It took two years to clean and structure the data, and launched the structured annual programs in 2017.
- [Segmentation Academy](https://simpliphi.io/segmentation-academy) — Learn Donor Segmentation, Annual Giving Strategy, and Fundraising Operations from Nonprofit Experts