0725 Bloomerang Academy slides

1. Welcome to
Bloomerang Academy
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Housekeeping

3. Housekeeping
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be addressed after the session via a follow-up.
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4. Poll

5. Margie Worrell
Margie Worrell is the Curriculum Manager at
Bloomerang. She serves on the board of the Peace
Learning Center in Indianapolis, and has worked
extensively with nonprofits as both a staff member and
a lead volunteer. Her passions include education,
theatre, her two children and her two small dogs.
Curriculum Manager

6. Import Basics

7. What will we cover
today?
It’s actually pretty simple in
Bloomerang!
1. Why would you run an import?
2. Imports: the CAN and CANNOTs
3. Get your file ready–templates
4. How to conduct the import
5. Demo some imports in Bloomerang

8. Why would you
run an import?
● Add new constituents in bulk
● Efficiently update data on existing
constituents
● Mass create transactions from a
processor or collection
● Log attendance via an interaction
import
● Transfer data from another system
to Bloomerang
● Other ideas?????

9. ● Create relationships or
households
● Update existing donations,
interactions, notes
● Create pledges, recurring
donations, soft credits
● Mass delete data (however,
we do have a Mass Delete
tool!)
An import CAN
● Create individual and
organization constituents
● Update existing constituents
● Create new donations,
interactions, notes
● NEW! Create a new Group in
Bloomerang via Import
An import CANNOT

10. Set up your
import file
properly
● Individuals and Organizations in separate
files (see tip below)
● Separate fields (First Name, Middle Name,
Last Name, Home Address, Home City,
Home State, Home Zip Code)
● Specify fields (Home/Work/Mobile Phone)
● Include a header row with categories that
closely match the Bloomerang fields
● Save as .csv file
● 10,000 rows, 2MB file limit
Resources:
Set up Import Files
Import Fields
Import Templates
Update Constituents via Import
TIP: If you have the individual or organization account numbers in the
file, you don’t need the name and contact information. Having the
account numbers also allows you to import individuals and
organizations at the same time.

11. Templates
available to
you
● Individuals–Constituent Information Only
● Individuals with Donations
● Individuals with Interactions
● Individuals with Notes
● Organizations–Constituent Information Only
● Organizations with Donations
● Organizations with Interactions
● Organizations with Notes
Scroll down to
the bottom
Where can
you find
the
templates?

12. Required Fields
Constituent
Individual: First Name + Last Name
Organization: Organization Name
Donation
Date, Amount, Fund
Interaction
Date, Subject, Purpose, Channel
Note
Date, Note
Groups
First name, last name, and group name or names
Create custom fields before importing

13. Duplicate Matching
Individuals
First Name + Last Name
Organizations
Organization Name
One of the following:
Email Address
Phone Number
Mailing Address
Account Numbers are an exact match

14. Spreadsheet
tips!
● Use the pipe character ( | ) to
separate values in a Pick Multiple
custom field
● Use the Split Text to Columns
command to easily split Full Name
columns to First Name and Last
Name
● Add an apostrophe ( ‘ ) in front of a
0 to retain the leading zero in a Zip
Code

15. Import
your data
● Import a test/sample of up to 5
constituents in your file before
importing a big file.
● After importing a test, spot check
constituents and make adjustments
as needed.
● Remember that imports are
relatively irreversible, so take your
time
Resources
Import Data into Bloomerang
Import Errors
Chat in to Support for real-time help or send your
spreadsheet to support!

16. Basic
steps for
an Import
Workflow
To import data into Bloomerang:
1. Click Data Tools --> Import.
2. Click New to create a new import template.
3. Type in a name (for example, New Constituent Import).
4. Choose the type of import: Constituents, Donations,
Interactions or Notes.
5. Choose Individual or Organization.
6. Click Select a File. Browse and select the import file from
your computer (CSV format).
7. Map your data. The fields on the left are the field names
in Bloomerang, while the fields on the right are the
column headers from your file. Check that:
a. All fields from your file are being mapped.
b. The columns are being mapped to the correct
fields in Bloomerang.
8. Verify your information.
a. Check for import errors.
b. Choose how to handle errors, if any. Take action to
correct any errors.
9. Click Run.
For more details, please see Import
Data into Bloomerang.

17. Into the database we go!

18. Resources
Bloomerang Knowledgebase and Support Portal

19. Resources
Knowledgebase
Imports: Import Fields
Imports: Set Up Import Files
Imports: Import Data into Bloomerang
Imports: Import Errors
Imports: Imports 101
Mass Deletes Constituents

20. HOLD – Coaching and Consulting slide

21. Thank you for attending!
Visit our website to see more upcoming
Bloomerang Academy webinars!