NEW FEATURE REQUEST

Import

Showing 37

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.
almost 2 years ago in Import 1 Not Prioritized

Create membership transactions via imports

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

Give every row in an import the same value (like fund)

When every row in your file should have the same value applied (eg they're all gifts to the General fund), it would be helpful to indicate that as part of the import template or while running an import so that you don't have to manually add that i...
almost 2 years 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.
8 months 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.
8 months ago in Import 0 Not Prioritized

Import a link to which transactions an imported interaction acknowledges

After bulk importing interactions (whenever I send acknowledgements), it would be great if there were a way to automate that the most recent donation be marked as "acknowledged" and potentially that the acknowledgement interaction itself be attach...
about 1 year ago in Import 0 Not Prioritized

Improve Error Messaging When Mapping Import Fields

I had created a custom Constituent field with type of Date When I went to map the field in the import wizard, I was getting an empty drop-down where you would select the field from the CSV. After consulting with Support, they told me that it was b...
over 2 years ago in Import 1 Not Prioritized

Import more than 1 address, phone number, or email address of each type in a single file

Import more than 1 address, phone number, or email address of each type in a single file so that you can import higher volumes of historical data without splitting up your file and running multiple imports.
over 1 year ago in Import 1 Not Prioritized

Create new tributes when importing transactions

Add tributes to donation imports so that you don't have to create new tributes and link them to donations after importing.
over 1 year ago in Import 3 Not Prioritized

Copy Import Template

The ability to copy an import file would be helpful. At times we need a copy of an import file to make small changes to (but keep both).
over 1 year ago in Import 0 Not Prioritized