NEW FEATURE REQUEST

Import

Showing 37

Import constituents into existing households

When importing new constituents, indicate whether they should be added to an existing household in your database.
about 3 years ago in Import / Relationship & Households 0 Not Prioritized

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...
5 months ago in Import 1 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

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.
about 2 years 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
over 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...
about 1 year ago in Import 0 Not Prioritized

Import recurring schedules

Create new recurring schedules from an external file.
about 3 years ago in Import 0 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

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.
over 2 years ago in Import 1 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...
about 2 years ago in Import 0 Not Prioritized