Bloomerang Integration

Manage all aspects of your fundraising in Bloomerang, a robust donor management system (DMS) that integrates with Bloomerang Volunteer. This comprehensive system manages donor relationships and fundraising efforts, and includes both web and mobile apps. 

In Bloomerang, take advantage of volunteer information synced from Bloomerang Volunteer:

  • Cultivate volunteers as prospective donors
  • Convert donors to volunteers
  • Increase engagement, giving, and retention with communication personalized for volunteers
  • Run reports and view analytics for the Bloomerang-created Volunteer group

To learn about benefits and features, see the Bloomerang website.

In this article:

Connect to Bloomerang

Bloomerang donor management is a paid subscription. To subscribe, contact us.

After you purchase Bloomerang donor management, generate an API key. For instructions, see Bloomerang Volunteer in the Bloomerang Knowledge Base. You must sign in to Bloomerang donor management to connect to the Knowledge Base.

After you generate an API key in Bloomerang, apply it in Bloomerang Volunteer:

  1. Select My Organizations .
  2. Select your organization.
  3. Select Integrations.
  4. On the Bloomerang Donor tile, click Connect
    If the Bloomerang Donor tile does not appear, contact us.
  5. In the Bloomerang Donor Authorization section, click Connect.
    The Connect to Bloomerang Donor dialog box opens.
  6. Enter the API key in the text box.
  7. Click Connect.
    Bloomerang and Bloomerang Volunteer connect.

Use Bloomerang Donor Management

For information about how to use Bloomerang donor management, see the Bloomerang Knowledge Base. You must sign in to Bloomerang donor management to connect to the Knowledge Base.

Understand the Data Connection

Bloomerang Volunteer connects to Bloomerang donor management. These connected systems exchange volunteer-related information with each other.

For example, when you add and modify staff in Bloomerang Volunteer, those changes sync to Bloomerang. In Bloomerang, when you add or modify constituents in the Volunteer group, those changes sync to Bloomerang Volunteer.

All staff in Bloomerang Volunteer sync to Bloomerang as constituents. For example, if you have 50 staff in Bloomerang Volunteer, after a sync, 50 constituents are added to Bloomerang Donor.

Sync from Bloomerang Volunteer to Bloomerang Donor

This list explains how staff information syncs from Bloomerang Volunteer to Bloomerang Donor.

In Bloomerang Volunteer, You… As a Result, Bloomerang Donor…
Create a staff record Creates a new constituent and adds the constituent to the Volunteer group.
Update a staff record (name, address, email address, mobile phone number, or date of birth) Updates the constituent record (name, address, email address, mobile phone number, or date of birth).
Delete a staff record Removes the constituent from the Volunteer group.
Add hours worked  Adds a read-only interaction to the constituent’s timeline that includes the date, subject, note, volunteer activity and hours, description, purpose (“Volunteer Activity”), and channel (“In Person”).* 
Update hours worked Updates the interaction.
Remove hours worked Removes the interaction.

* If you add aggregate team hours to a staff record in Bloomerang Volunteer, the aggregate hours appear in the interaction.

Sync from Bloomerang to Bloomerang Volunteer

Only constituents who are members of the Bloomerang-created Volunteer group sync to Bloomerang Volunteer. To sync, members of the Volunteer group must be active constituents with a first name, last name, and email address.

Bloomerang does not sync volunteer activity or hours to Bloomerang Volunteer.

This list explains how constituent information syncs from Bloomerang to Bloomerang Volunteer.

In Bloomerang, You…

As a Result, Bloomerang Volunteer…

Add a constituent to the Volunteer group

Creates a staff record unless it exists already. Sends an account setup email to the staff member.

Update a constituent who belongs to the Volunteer group

Creates a staff record unless it exists already.

Delete a constituent who belongs to the Volunteer group

Keeps the staff record, if it exists. Bloomerang no longer syncs information about this constituent to Bloomerang Volunteer.

Remove a constituent from the Volunteer group

Keeps the staff record, if it exists. Bloomerang no longer syncs information about this constituent to Bloomerang Volunteer.

Merge constituents (kept account belongs to the Volunteer group)

Updates the staff record if the constituent record has updated fields, and those fields are configured to sync to Bloomerang Volunteer.

Merge constituents (kept account does not belong to the Volunteer group)

Bloomerang no longer syncs information about either constituent to Bloomerang Volunteer.

Sync Data

You must use Bloomerang Volunteer to turn on automatic syncing or to start a manual sync. You can also verify that a sync completed successfully. See Sync Volunteer Data with Bloomerang Donor