NEW FEATURE REQUEST

Import

Showing 38

Import constituents into existing households

When importing new constituents, indicate whether they should be added to an existing household in your database.
almost 3 years ago in Import / Relationship & Households 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

Rename an import template

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

Enhanced filters and navigation for the import template list

Enhanced navigation for the import template list. Examples: See additional metadata like the most recent date the import template was used, who created it. Sort based on name, and other metadata Filter based on metadata
about 1 year ago in Import 1 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...
10 months ago in Import 0 Not Prioritized

Import data for organizations and individuals in the same file

Import data for organizations and individuals in the same file so that you don't need to split your data into multiple files prior to importing.
over 1 year ago in Import 0 Not Prioritized

Import recurring schedules

Create new recurring schedules from an external file.
almost 3 years ago in Import 0 Not Prioritized

Add Assigned Letter Field to Transaction Import

When importing transaction data from offline or third party sites, I would like to have access to the Bloomerang field under "Acknowledgements" called "Assign Letter" that shows up when you manually enter a donation. If I could add that field to m...
over 1 year ago in Import 0 Not Prioritized

Import split payments

Currently split payment transactions cannot be imported using Bloomerang Data Tools. This forces all split payment transactions to be input one at a time by hand which is painstakingly time consuming. Please make it possible to import split payments.
about 2 years ago in Import 1 Not Prioritized

Create membership transactions via imports

Create membership transactions via imports
11 months ago in Import 0 Not Prioritized