NEW FEATURE REQUEST

Import

Showing 37 of 868

Import fundraiser information when importing new transactions

For transaction imports, corresponding with huge giving campaigns (Giving Tuesday, End of Year, 401 gives-RI) we import a large number of donations leveraged by our board members. This includes hundreds of donations with different fundraisers, and...
3 months ago in Import 1 Not Prioritized

Select multiple import templates to delete

We have over 500 templates that are years old. There should be a way to select more than 1 template at a time in order to delete them.
11 months ago in Import 0 Not Prioritized

Save an import after the fields are mapped without running it

When doing an import, file 'clean up' is often necessary to make certain that all the data is imported correctly. It is often difficult to know what needs to be cleaned up until after all the field matching between the csv file and Bloomerang fiel...
about 1 year ago in Import 0 Not Prioritized

Create membership transactions via imports

Create membership transactions via imports
about 1 year ago in Import 0 Not Prioritized

View Previous Imports

I would LOVE to see previous imports, not just the 5-6 most recent imports. Even the title of the import would be helpful so that as an organization we can track the data coming into the system easier.
about 1 year ago in Import 0 Not Prioritized

Import an attachment to be linked to each interaction created via the import

Import an attachment to be linked to each interaction created via the import so that you can keep a record of the email or letter content that was the constituent received even when it wasn't generated by Bloomerang.
over 1 year ago in Import 1 Not Prioritized

Add an External ID field to constituents

Add an External ID field to constituents so that you can use it as a unique identifier in scenarios like: importing updates from another system searching for a constituent Current workflows without this are for the other system to build an integra...
over 1 year ago in Constituents / Import / Search 0 Not Prioritized

Add a description to each import template

Add a description to each import template so that you can document internal context like when it should be used.
over 1 year ago in Import 0 Not Prioritized

Deactivate an import template

Deactivate an import template so that you can keep it for reference but easily filter it out of the import template list.
over 1 year ago in Import 0 Not Prioritized

Rename an import template

Rename an import template so that you can correct typos, clarify what it does, or standardize your naming conventions.
over 1 year ago in Import 0 Not Prioritized