Work the Donations list into Bloomerang

Find what still needs to go to Bloomerang

1. Open Donations under Financials in the left menu.
2. Set Exported to Not yet exported. That list is the to-do.
3. Narrow further with Season, Region, the source pills (Registration, Give Site, Historical), Search donor, dates or amounts. Clear these resets the date and amount boxes.

Send gifts to Bloomerang

1. Tick the gifts you want, or tick none to take the whole queue.
2. Click ⇩ Export for Bloomerang. Read the preview and the warnings (names split oddly, missing emails, large or tiny gifts).
3. Click Download & mark exported. The file comes out in Bloomerang’s column order; Fund, Appeal and Employer are blank for you to fill in Bloomerang.
4. Import the file into Bloomerang.

What happens

• This export only covers this season’s registration gifts that are not yet exported. Give Site and Historical gifts you ticked are left out and named.
• Downloading marks every gift in the file as exported, with the date and your name. It stays marked after the daily refresh.
• If a gift didn’t import, untick its Exported to Bloomerang box on the page to put it back in the queue.

Link a donor to Bloomerang

1. In the Bloomerang Profile column, paste the donor’s Bloomerang link and click Save.
2. It becomes an Open in Bloomerang button. Click the pencil to change it.

Who can change things

Everyone signed in can view the list and use ⇩ Export raw data. Only two people can tick Exported to Bloomerang or save a Bloomerang link. Everyone else sees: view only. Only Joan and JB can change the Exported flag or the Bloomerang link.