NEW FEATURE REQUEST

Import

Showing 38

Import fundraiser information on 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...
about 7 hours ago in Import 0 Not Prioritized

Import soft credits from a spreadsheet

Create a single transaction and assign out soft credits for each individual donor listed in a spreadsheet. Examples: United Way, Network for Good, Benevity, YourCause
over 2 years ago in Import 8 Not Prioritized

Import recurring payments

Connect imported transactions to existing recurring gift schedules so they're categorized as recurring payments (rather than donations).
almost 3 years ago in Import 2 Not Prioritized

Import pledge payments

Connect imported transactions to existing pledges so they're categorized as pledge payments (rather than donations).
almost 3 years ago in Import 6 Not Prioritized

Create a new household via imports

Use the information from an external source to create households in Bloomerang.
almost 3 years ago in Import / Relationship & Households 3 Not Prioritized

Import relationships

A way to create relationships between constituents based on data in an external file (eg when onboarding from a legacy CRM system) Either: When importing new constituents, indicate how they should be related to existing constituents in your databa...
almost 3 years ago in Import 1 Not Prioritized

Review which import rows will create new constituents vs update existing constituents

Better support for troubleshooting and correcting information when constituents in the import file don't match an existing constituent record.
over 2 years ago in Import 1 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.
about 1 year ago in Import 1 Not Prioritized

Import email interests/unsubscribe/opt-out preferences

An efficient way to update constituents' email interests and opt out requests based on information in a spreadsheet.
over 2 years ago in Import 6 Not Prioritized

Import pledges

Create a list of pledges from an external file.
almost 3 years ago in Import 2 Not Prioritized