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Welcome to
Bloomerang Academy
Thank you for joining us!
Please drop into the chat and tell us where you are joining us from
and what the weather is like where you are!
Ask questions
Live Transcript
Share ideas
Housekeeping
Housekeeping
We will share the slides and recording of this session with you via
email later today.
Dial in audio access: +1 669 900 6833
Any questions we are not able to answer live or in the Q&A will
be addressed after the session via a follow-up.
If you need further assistance, please reach out to
support@bloomerang.com. Our support team is amazing!
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
Imports Next Level
What will we cover
today?
Importing data can
be your favorite too!
● Basic review of Imports
● Types of imports:
○ Constituents
○ Transactions
○ Interactions
○ Notes
● Updates to constituents via import
● Bulk updates to
campaign/appeal/fund
● Bulk deletes
● Avoiding and merging duplicates
● Import templates, import fields
● Demo and Q&A

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Imports Next Level.pdf

  • 1. Welcome to Bloomerang Academy Thank you for joining us! Please drop into the chat and tell us where you are joining us from and what the weather is like where you are!
  • 3. Housekeeping We will share the slides and recording of this session with you via email later today. Dial in audio access: +1 669 900 6833 Any questions we are not able to answer live or in the Q&A will be addressed after the session via a follow-up. If you need further assistance, please reach out to support@bloomerang.com. Our support team is amazing!
  • 4. 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. What will we cover today? Importing data can be your favorite too! ● Basic review of Imports ● Types of imports: ○ Constituents ○ Transactions ○ Interactions ○ Notes ● Updates to constituents via import ● Bulk updates to campaign/appeal/fund ● Bulk deletes ● Avoiding and merging duplicates ● Import templates, import fields ● Demo and Q&A
  • 7. Review of Import Basics ● Your data must be in a comma-separated values (.CSV) file. ● Up to 10,000 rows and be a maximum of 2MB in size. ● Use column headers that match field names in Bloomerang for easier mapping. ● Duplicates–Bloomerang looks at an individual’s First Name and Last Name, or an Organization’s Organization Name, along with one of the following: ○ Email Address ○ Standardized street address ○ Last seven digits of a phone number Does it match? The information gets added to the existing account. Does it NOT match? Bloomerang creates a new constituent account. Tip: If you have the individual or organization account numbers in the file, you don’t need the name and contact information. This also allows you to import individuals and organizations at the same time.
  • 8. Import Process Review 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 to and select the import file from your computer. 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. c. The fields are being mapped in the correct order. 8. Verify your information. a. Check for import errors. b. Choose how to handle existing constituents, if any. 9. Click Run.
  • 9. Import Tips ● Import the first five constituents from your file as a test import. ● Donations, interactions, and notes may be created but not updated via import. ● The most recent addresses, emails, and phone numbers added from an import file will be marked as primary in the database. ● Household account numbers are required to update the household name fields. Without the household account number, households will not be updated. ● To split first and last names into separate columns, insert a blank column to the right, highlight area to be split, click on Data -> Split text into columns-> for Separator dropdown, select Space. (note: Create the columns first to the right of your original column.) ● In your .CSV file, to add a constituent to multiple fields, insert the pipe character between field names. Example: Major Donors|Annual Donors|IU Alumni Tip: The pipe character is a vertical line. On most keyboards, select Shift+ to enter a pipe character. You can include a space before or after the pipe, but it’s not required.
  • 10. Types of imports: Constituents, Donations, Interactions
  • 11. Constituent Imports Purpose: creating and updating constituent accounts What information is required? - Individuals: First name, last name - Organizations: Organization name - Households: Account Number Other helpful information: Adding specific information like email address, mail address, and phone number helps prevent future duplicates.
  • 12. Transaction Imports Purpose: adding donations What information is required? - Individuals: First name, last name - Organizations: Organization name - Households: Account Number AND - Date - Amount - Fund
  • 13. Interaction Imports Purpose: adding interaction data What information is required? - Individuals: First name, last name - Organizations: Organization name - Households: Account Number AND - Date - Subject - Purpose - Channel
  • 14. Notes Imports Purpose: adding notes to accounts What information is required? - Individuals: First name, last name - Organizations: Organization name - Households: Account Number AND - Date - Note
  • 15. Constituent Update Imports Purpose: updating existing Constituents What information is required? - Individuals: First name, last name - Organizations: Organization name - Households: Account Number AND/OR - Email Address - Account Number - Street Address - Last 7 digits of phone number NOTE: To update Constituents already in your database, you need to have enough matching information in your file for the system to match them.
  • 16. Import to Groups Purpose: Import constituents to new groups or to existing groups that you manage* What information is required? - Individuals: First name, last name - Organizations: Organization name AND/OR - Email Address - Street Address - Last 7 digits of phone number You will do this using a Constituent Import. You will add a column for Groups in your CSV. file. *You cannot import to groups that Bloomerang manages automatically, which are known as Bloomerang Donor Groups. For a list of Bloomerang Donor Groups, see View Groups.
  • 18. Import to update in bulk ● Examples: ○ Standardizing our DB: Make household name more standard in our database ○ Adding data: Cause Interests (a custom field) after sending out survey and getting more data TIP: Run a report first to get account numbers if you are concerned about duplicates.
  • 20. Import to update in bulk ● Examples: ○ Adding a campaign to a group of transactions: Staff person doing entry last quarter didn’t put the campaign in our donations. ○ Adding an appeal to transactions: We found out that the donations during the last week need to have the Giving Tuesday appeal added to them. TIP: Make sure you have updated any new Funds, Campaigns or Appeals in Custom Data before attempting to complete this step.
  • 22. Bulk deletes Select the area where you are wanting to delete data. Filter for the data you would like to delete. ● Cannot delete Bloomerang managed Groups ● Household filtering will delete all members of that household from the database ● You will want to be sure of this decision since data will be lost
  • 24. Avoiding duplicates ● Create and communicate data entry criteria to all staff who enter data ● Check for typos before you hit save ● Collect and enter as much data as you can so that matching is more efficient and accurate ● Do periodic checks of data that come in from online donation forms, sign up forms, other integrations, and manual input ● Understand the matching criteria for your database ● Always dedupe before you do a large import
  • 25. Handle duplicates with ease When you see the notification, you can look at the details and correct any issues.
  • 27. Use templates to make life easier ● This will set your fields up to map easier Look at the info on fields if you have questions ● You can see all of the fields with this information:
  • 30. Resources Knowledgebase Imports: Imports 101 Imports: Import Data into Bloomerang Imports: Set Up Import Files Imports: Import Fields Imports: Update Constituents via Import Imports: Import Errors Imports: Work with the Imports List Bloomerang Academy session Import Basics
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