Drawing No. CF-001-A1 charityflow — cæstudy Imports + Receipts + Audit
Product — web application
Production foundation

CharityFlow.

operational continuity for NationBuilder teams.

Bring external donation flows into NationBuilder without rebuilding your operating model.
Upload, process, audit, and extend CRM workflows through one modular application.
Built for charitable organizations running real fundraising operations.
Works with
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B
B
Section B-B · Base Modules + Extensibility
Base modules
Extensibility / operating model
01

Donation Import

Bring outside donation flows into NationBuilder.

CharityFlow ingests exports from processors like CanadaHelps and PayPal, then runs them through a purpose-built import workflow designed for organizations bridging disconnected systems.

The result is less manual data preparation/entry, fewer dropped records, and a repeatable path from spreadsheet export to CRM state.

02

Tax Receipting

Extend NationBuilder's basic tax receipting and bring full tax receipting operations in house.

The receipts module turns the same foundation toward branded, CRA-compliant receipting workflows, including donor-list discovery, generation jobs, mail merge support, and downloadable output.

One product base, multiple operational surfaces.

03

Operational Control

See the work while it is happening.

The web interface and API expose uploads, background jobs, progress, results, and downloadable artifacts so your business' operators can run imports without losing visibility into what changed.

It is built for happy-path execution but has the capability for your operators to troubleshoot and identify issues.

Platform
Web App + API
Integrations
NationBuilder + PayPal / CanadaHelps
Operations
Background jobs + audit outputs
Deployment
Local / network / Docker
ENGAGEMENT
CF REV.0
Update 2026.04

CharityFlow is available by engagement.

We develop and distribute CharityFlow directly with organizations whose fundraising and CRM workflows need purpose-built support. If you want to discuss imports, receipting, or a tailored module roadmap, get in touch.

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A cæstudy product · caestudy.com