NEW FEATURE REQUEST

Import

Showing 38

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

Select multiple import templates to delete

We have over 500 templates that are years old. There should be a way to select more than 1 template at a time in order to delete them.
7 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...
about 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.
12 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.
about 1 year ago in Import 0 Not Prioritized

Use default appeal when importing donations with missing appeal data

When uploading a csv of transactions, it would be nice to assign a field like "appeal" as the default for all transactions instead of needing to add a column to the spreadsheet and add the appeal to each. In many cases when uploading transactions,...
over 2 years 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...
over 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...
almost 3 years ago in Import 1 Not Prioritized

Use default fund when importing donations with missing fund data

Use default fund when importing donations with missing fund data
over 1 year ago in Import 0 Not Prioritized