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How to integrate Bloomerang with Givebutter
How to integrate Bloomerang with Givebutter

Sync your Givebutter transactions into your Bloomerang account

Sunny avatar
Written by Sunny
Updated over a week ago

Overview ๐Ÿ“–

Integration Features

  • Sync all your Givebutter transactions into your Bloomerang account - including donations and tickets

  • Choose which Funds, Campaigns, and Appeals in Bloomerang you'd like your transactions mapped to on a campaign-by-campaign basis

  • Sync peer-to-peer fundraising data with soft credits, letting you track team member fundraising efforts

  • View and sync your Givebutter recurring donations into Bloomerang

  • Add & update Constituents in Bloomerang for every donation and/or ticket purchased on Givebutter

Setting up your Bloomerang integration โš’๏ธ

Finding your Bloomerang API key

  1. Visit your Bloomerang dashboard and click the cog icon at the bottom of the left-hand sidebar

  2. Select "View All Settings"

  3. Select "Edit" under "My Organization"

  4. Locate the "API Keys v1.0" section and copy the key under "Private API Key" Please note: Givebutter uses the v1.0 API Keys. Please ensure not to copy over the v2.0 key.

Adding your Bloomerang API key into Givebutter

  1. Visit your Givebutter Dashboard, click on the "Account Settings" tab at the bottom of the lefthand sidebar, and click on "Integrations."

  2. Locate the Bloomerang box and click "Expand."

  3. Paste in your Bloomerang API key and click Save.

Mapping your data ๐Ÿ”

Now you can map your Givebutter campaigns to their appropriate Campaigns, Funds, and Appeals in Bloomerang. Each Givebutter campaign can be mapped to only one Bloomerang Campaign, Fund, and Appeal at a time.

Under the "Campaign Mapping" section, you'll see a list of your Givebutter campaigns.

For each Givebutter campaign you'd like to sync to Bloomerang, click the "Expand" button to reveal selection boxes for your Bloomerang Fund, Campaign, and Appeal.

Choose a Fund, Campaign, and Appeal to map your Givebutter campaign to and click "Save." Note: only a Fund is required to send data into Bloomerang. If a Campaign or Appeals does not apply, you can leave them blank.

That's it! You're all set. Your Givebutter data will now be synced to the appropriate places in Bloomerang. Please note that this will not automatically sync past data unless you run a Historical Sync.

Set your Default Acknowledgment Status / Sync Zero Value Transactions

Once you've successfully connected your Bloomerang account to Givebutter, you're ready to establish your Default Acknowledgment Status / Sync Zero Value Transactions Settings.

Default Acknowledgement Status is the acknowledgment status of the transaction after it's been synced to Bloomerang. If you plan to send an additional thank you message, you want to leave this set to "No." If Givebutter's automated receipt email works as an acknowledgment and you don't plan to send an additional thank you message, then you want to set this to "Yes."

The Bloomerang Integration will not sync $0 transactions to your Bloomerang database by default. However, if you hold free events and want that donor information in your Bloomerang database, set this setting to "Sync $0 Transactions".

These settings can be changed at any time.

  1. Click the "Settings" button

  2. Set the Default Acknowledgement Status

  3. Set the Sync Zero Value Transactions

  4. Click the "Submit" button

Utilizing the Integration

Integration Sync Status Circles

Transactions for a campaign that has been successfully mapped will show an integration sync status in the Transaction tab.

A green circle indicates that the transaction has successfully synced over to Bloomerang.

A red circle indicates that a sync error has occurred. The most likely issue is that the mapping of the campaign is wrong, and you will need to refresh your Bloomerang Campaign, Fund, and Appeal.

Refreshing your Bloomerang Campaigns, Funds, and Appeals

If you create new or rename Campaigns, Funds, or Appeals in your Bloomerang account, you'll need to refresh your Givebutter integration to access those new fields and prevent a future sync error.

  1. Visit your Givebutter Dashboard and click on the "Integrations" tab

  2. Locate the Bloomerang box and click "Expand"

  3. Click the "Refresh" button

Sending historical data from Givebutter to Bloomerang

If you've already raised funds on Givebutter AND haven't manually added them to Bloomerang, you may want to send them to Bloomerang by clicking "Run historic sync."

Turning off the integration

If you need to disable the Bloomerang integration for any reason, you may do so by turning off the switch labeled "Enable syncing with Bloomerang."

Bloomerang FAQs ๐Ÿค”

My data isn't syncing. What's wrong?

First, click the refresh button to ensure the most up-to-date Bloomerang fields appear in the dropdown menus. Check to ensure you've mapped your Givebutter campaign to the correct fields in your Bloomerang account, then click save. Click the Blue "Run Historical Sync" button. If you're still not seeing your data in Bloomerang, please reach out to our team by clicking the chat bubble anywhere on our site or email [email protected].

How much does it cost?

The Bloomerang integration is free! If you have a Bloomerang subscription, you can connect your Bloomerang account to start syncing your data immediately. ๐Ÿ˜€

Why do covered fees sync over to Bloomerang as part of the donation?

Givebutter considers the total amount a donor paid as their donation. If a donor chooses to cover any fees, the total amount (donation plus covered fees) will be synced to Bloomerang. If you would like the option to split the payment between donation and fees, please upvote this feature request.

Limitations of the Bloomerang API:

Due to the nature of the Bloomerang API, there are a few things to be aware of.

  • Givebutter will attempt to sync subsequent recurring gift transactions into Bloomerang as part of the recurring gift record. Bloomerang's API does not allow for updating recurring gifts, so in the case of a change in a plan, Givebutter will first attempt to mark the existing plan as Ended, create a new plan, and sync the transaction as part of a new plan. In some cases, this isn't possible because the plan was modified in Givebutter before the transaction could sync to Bloomerang. In this case, Givebutter will sync the transaction as a standalone transaction, not connected to a recurring plan.

  • Custom Fields do not sync over to Bloomerang due to their custom nature. You can export that information using a Transaction Export and upload that information to Bloomerang.

  • The Fund Designator (Account settings โ†’Tools โ†’ Funds) is for users who are not Bloomerang users. Each campaign in Givebutter can only sync to one Bloomerang Fund, Campaign, or Appeal at a time.

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