Sync Volunteer Data with Bloomerang

Use Bloomerang Volunteer to turn on automatic syncing or to start a manual sync. You can also verify that a sync completed successfully.

In this article:

Automatically Sync Data

We recommend that you turn on automatic syncing. It saves you time and makes sure you don’t forget to sync new data. When you turn on automatic syncing, the sync runs automatically once every hour. 

To automatically sync data, in Bloomerang Volunteer:

  1. Select My Organizations
  2. Select your organization.
  3. Select Integrations.
  4. On the Bloomerang Donor tile, click Edit Settings.
  5. Turn On Automatic Syncing.
    The sync runs automatically once every hour. The sync might take some time to complete.

Manually Sync Data

If you turn on automatic syncing, you can still select to manually sync. You might manually sync if you need to sync data immediately, before the next scheduled automatic sync. A manual sync performs the same operations as an automatic sync.

A manual sync does not affect automatic syncs, which continue to run after a manual sync. During the next automatic sync, only records that were created, modified, or deleted since the manual sync are included in the automatic sync. 

To manually sync data:

  1. Select My Organizations
  2. Select your organization.
  3. Select Integrations.
  4. Select one of these sync options:
    • Sync Now: Sync only constituent or staff information that changed since the last sync. This is the fastest option.
    • Resynchronize:  Sync all constituent and staff information, regardless of whether it changed since the last sync. You might do this if you notice that data in Bloomerang Volunteer and Bloomerang donor management doesn't match.

Verify a Data Sync in Bloomerang Volunteer

After a data sync, you can view the results in Bloomerang Volunteer and Bloomerang donor management. To understand which data syncs between systems, see Bloomerang Integration.  

To verify a data sync in Bloomerang Volunteer:

  1. Select My Organizations
  2. Select your organization.
  3. Select Staff. Constituents synced from Bloomerang appear as new staff members in the list.
  4. Select a staff member. Constituent information synced from Bloomerang appears in the staff record.

To view a complete record of the sync, download a log file. You might do this to troubleshoot an issue. The log tells you whether the sync was successful, whether the sync created or updated records, the number of changes, the user who initiated the sync, and other information.

To download a log file in Bloomerang Volunteer:

  1. Select My Organizations
  2. Select your organization.
  3. On the Bloomerang Donor tile, click Edit Settings
  4. In the Sync Status section, click Download Logs.
  5. From the drop-down list, select All Dates, Is On, Is Before, Is After, or Is Between.
  6. Click Download.
    A file named Integration_logs.csv file downloads to your computer.

Verify a Data Sync in Bloomerang

To verify a data sync in Bloomerang donor management, see View Data Synced from Bloomerang Volunteer in the Bloomerang Knowledge Base.