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 Donor
Use Bloomerang Donor
Understand the Data Connection
Sync Data

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:

Select My Organizations .
Select your organization.
Select Integrations.
On the Bloomerang Donor tile, click Connect.
If the Bloomerang Donor tile does not appear, contact us.
In the Bloomerang Donor Authorization section, click Connect.
The Connect to Bloomerang Donor dialog box opens.
Enter the API key in the text box.
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.

You can select which staff to include in the sync. When you sync staff, Bloomerang donor management adds the staff as constituents. By default, new staff do not automatically sync. You can change this setting.

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 (or a volunteer or staff member deletes their own 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.
Change the staff member’s email address	Takes no action, but the staff member no longer syncs to Bloomerang

* 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)	Takes no action, but Bloomerang no longer syncs information about either constituent to Bloomerang Volunteer.
Convert a constituent from an individual to an organization	Takes no action, but Bloomerang no longer syncs information about the constituent to Bloomerang Volunteer
Change or delete the constituent’s primary email address	Takes no action, but Bloomerang no longer syncs information about the constituent to Bloomerang Volunteer

Staff Who Are No Longer Mapped

In the staff list, and in staff records, you might see the No Longer Mapped sync status. This status means the staff member previously synced to Bloomerang, but no longer does.

In the staff list:
staff_list_bloomerangdonor_not_mapped

This list explains why staff are no longer mapped. In most cases, you can remap staff, which means the staff sync to Bloomerang again.

“No Longer Mapped” Reason	To Remap
You remove the staff member from the Bloomerang Volunteer Organization	In Bloomerang Volunteer, add the staff member back to Bloomerang Volunteer Organization, and then sync. In Bloomerang, add the constituent back to the Volunteer group. Next, in Bloomerang Volunteer, sync.
You remove your own account from the Bloomerang Volunteer Organization	In Bloomerang Volunteer, add your account back to Bloomerang Volunteer Organization, and then sync. In Bloomerang, add your constituent record back to the Volunteer group. Next, in Bloomerang Volunteer, sync.
You remove the constituent from Bloomerang	You cannot remap in this case
You remove the constituent from the Volunteer group in Bloomerang	In Bloomerang, add the constituent to the Volunteer group, and then sync.
You convert the constituent type from Individual to Organization in Bloomerang	In Bloomerang, change the constituent type back to Individual. Next, in Bloomerang Volunteer, sync.
You change the constituent’s primary email address in Bloomerang*	In Bloomerang, change the primary email address back to the original email address. Next, in Bloomerang Volunteer, sync.**
You delete the constituent’s primary email address in Bloomerang	In Bloomerang, add the primary email address to the constituent’s account again. Next, in Bloomerang Volunteer, sync.
The staff member deletes their Bloomerang Volunteer account	You cannot remap in this case
In the constituent's Bloomerang profile, you change the status to Inactive or Deceased	In Bloomerang, change the constituent's status to Active. Next, in Bloomerang Volunteer, sync.

* If you sync after this change, Bloomerang Volunteer creates a new account for the staff member. The account uses the new email address. The original account with the original email address remains in Bloomerang Volunteer, but now has the status No Longer Mapped.

** If you sync after this change, the original account in Bloomerang Volunteer remaps to the sync. The new account now has the status No Longer Mapped. You can manually remove the account with the No Longer Mapped status from the organization.

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.

Sync Volunteer Data with Bloomerang Donor

View Bloomerang Donor Logs