Bloomerang Donor Integration
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      1. Bloomerang Volunteer Knowledge Base
      2. Managing Your Organization (Administrator)
      3. Bloomerang Donor Integration

      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:

      Include or Exclude New Staff in Syncs

      Before you turn on automatic syncing or start a manual sync, decide whether to:

      • Automatically sync all new staff and volunteers
      • Automatically sync only some new staff and volunteers

      New staff include volunteers who you manually add or import, or who sign up themselves.

      When you sync staff and volunteers, Bloomerang donor management adds the staff and volunteers as constituents. By default, new staff and volunteers do not automatically sync from Bloomerang Volunteer to Bloomerang donor management. You can change this setting.

      Automatically Sync All New Staff

      To automatically sync all new staff and volunteers:
      1. Select My Organizations icon_home. 
      2. Select your organization.
      3. Select Integrations. 
      4. On the Bloomerang Donor tile, click Edit Settings. 
        integrations_blooomerangdonor_connected 
      5. Turn on Default Sync Status of New Users. 
        integrations_bloomerangdonor_default_sync

      After you turn on Default Sync Status of New Users:

      • All new staff added after you turn on this setting are included in syncs, except for individual staff who you manually exclude.
      • For each staff member, the Sync Status is Included. 
      • After the next sync, the Bloomerang Donor - Last Sync status changes to Synced, and the Bloomerang Donor - Account Number shows the Bloomerang account number.

      If you turn off Default Sync Status of New Users:

      • All new staff added after you turn off this setting are excluded from syncs, except for individual staff who you manually include.
      • For each staff member, the Sync Status is Excluded.
      • For staff members who have never synced, Bloomerang Donor - Last Sync is Unsynced, and Bloomerang Donor - Account Number is Not Available.

      Automatically Sync Only Some New Staff

      You can select individual staff members to include or exclude in syncs.

      For example, you might decide to turn on Default Sync Status of New Users, but manually exclude some staff from the sync.

      Or, you might keep the Default Sync Status of New Users setting off, but manually include some staff in the sync.

      To automatically sync only some new staff:
      1. Select My Organizations icon_home. 
      2. Select your organization.
      3. Select Staff.
      4. To open a staff record, click the staff member’s name.
      5. Click Profile Details.
      6. To include this staff member in syncs, change the Sync Status to Included. 
        vms_org_staff_profile_bd_sync
      7. To exclude this staff member from syncs, change the Sync Status to Excluded.

      View the Sync Status for Staff

      On the staff list, you can view the sync status for each staff member. By default, these columns appear in the staff list:

      • Sync Status: Included or Excluded
      • Account Number
      • Last Sync Date
      • Last Sync Time

      You can add more filters to view a list of staff who:

      • Synced on, before, after, between certain dates
      • Have synced
      • Have never synced
      • Are included or excluded from syncs
      • Are no longer mapped to syncs

      You can also export the list.

      To view the sync status for staff:

      1. Select My Organizations icon_home.
      2. Select your organization.
      3. Select Staff.
        Bloomerang Donor filters appear in the staff list.
        staff_bloomerangdonor
      4. To add filters, select Filters icon_filter.
      5. Select Integration Filters: Bloomerang Donor.
      6. Select Last Sync Date/Time. 
        staff_filters_integration-1
      7. Select an option.
        staff_filter_last_sync-1
      8. Click Filter.
      9. When asked if you would like to display the matching columns, select Yes.
        Bloomerang Donor filters appear in the staff list.
      10. Select Sync Status.
      11. Select one of these options:
        • Is included in the sync to Bloomerang Donor
        • Is excluded from the sync to Bloomerang Donor
        • Is no longer mapped in the sync to Bloomerang Donor
          To understand what causes staff to no longer sync, see Bloomerang Donor Integration. 
      12. Click Filter.
      13. When asked if you would like to display the matching columns, select Yes.
      14. To view the staff list, click the X symbol in the upper right.
      15. On the staff list, scroll right to view the Bloomerang Donor filters.
        staff_bloomerangdonor_filters

      Tip: You can export the staff list to a .CSV file. 

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

      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 icon_home. 
      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.
          integrations_bloomerangdonor_manual_sync
        • 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 icon_home. 
      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, view a log summary or download a .CSV log file. You might do this to troubleshoot an issue. For information about logs, see View Bloomerang Donor Logs.

      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.

      Related

      Bloomerang Integration

      View Bloomerang Donor Logs