NEW FEATURE REQUEST

Import

Showing 37

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
about 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).
over 2 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).
over 2 years ago in Import 6 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.
about 2 years ago in Import 1 Not Prioritized

Create a new household via imports

Use the information from an external source to create households in Bloomerang.
over 2 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...
over 2 years ago in Import 1 Not Prioritized

Import pledges

Create a list of pledges from an external file.
over 2 years ago in Import 2 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.
about 2 years ago in Import 6 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.
8 months ago in Import 0 Not Prioritized

Import tasks

Import tasks from a csv so that you can organize your cultivation plans in a spreadsheet instead and add them all at once instead of in batches or one-by-one.
over 1 year ago in Import 3 Not Prioritized