Note: If your organization joined the Bloomerang Giving Platform on or after July 23, 2026 with both Bloomerang CRM and Bloomerang Volunteer, Automatic Sync and Sync New Volunteers are on by default. You do not need to turn them on. Follow the steps below to confirm your settings or to adjust which volunteers sync.
Set Priority System
Select which system takes priority if a data conflict happens after a two-way sync.
The information from the priority system is what both systems use. Options include:
Date last modified — The record with the most recent changes takes priority.
Bloomerang Volunteer — The record in Bloomerang Volunteer takes priority.
Bloomerang CRM — The record in Bloomerang CRM takes priority.
In these scenarios, the sync must prioritize one system over the other. That may differ from the priority system you chose.
Scenario 1 — Bloomerang CRM adds a newly created constituent to the Volunteer group when a constituent email and a volunteer email match.
Scenario 2 — Bloomerang Volunteer adds a newly created volunteer to the connected organization when a volunteer email and a constituent email match.
Note: If your organization is a sibling organization in a one-to-many connection, the priority system is set for you and you cannot change it. In this case, the priority defaults to Bloomerang Volunteer.
Tip: Organization Managers receive email and bell notifications when the system resolves a data conflict. See Enable or Disable Sync Notifications to change settings.
Include or Exclude New Volunteers in Syncs
New volunteers include volunteers who you manually add or import, or who sign up themselves.
Before you turn on automatic syncing or start a manual sync, decide whether to:
Automatically sync all new volunteers.
Automatically sync only the volunteers you choose to include.
New volunteers include volunteers who you manually add or import, or who sign up themselves.
When you sync volunteers, Bloomerang CRM adds the volunteers as constituents.
Note: For organizations that joined on or after July 23, 2026 with both Bloomerang CRM and Bloomerang Volunteer, Sync New Volunteers is on by default, so new volunteers sync automatically. For other organizations, new volunteers do not sync automatically until you turn on Sync New Volunteers. You can change this setting at any time.
Automatically Sync All New Volunteers
To automatically sync all new volunteers:
Open your organization. If you are in more than one organization, open the correct organization.
In the main navigation bar, select Your Giving Platform
. Select Platform Settings.
In the side navigation, click Sync Controls.
Turn on Sync New Volunteers.
After you turn on Sync New Volunteers:
All new volunteers added after you turn on this setting are included in syncs, except for individual volunteers who you manually exclude.
For each volunteer, the Sync Status is Included.
After the next sync, the Bloomerang CRM - Last Sync status changes to Synced, and the Bloomerang CRM - Account Number shows the Bloomerang account number.
If you turn off Sync New Volunteers:
All new volunteers added after you turn off this setting are excluded from syncs, except for individual volunteers who you manually include.
For each volunteer, the Sync Status is Excluded.
For volunteers who have never synced, Bloomerang CRM - Last Sync is Unsynced, and Bloomerang CRM - Account Number is Not Available.
Automatically Sync Only Some New Volunteers
You can select individual volunteers to include or exclude in syncs.
For example, you might decide to turn on Sync New Volunteers, but manually exclude some volunteers from the sync.
Or, you might keep the Sync New Volunteers setting off, but manually include some volunteers in the sync.
To automatically sync only some new volunteers:
Open your organization. If you are in more than one organization, open the correct organization.
From the navigation menu, click People, and then click Volunteers.
To open a volunteer record, click the volunteer’s name.
Click Profile Details.
To include this volunteer in syncs, change the Sync Status to Included.
To exclude this volunteer from syncs, change the Sync Status to Excluded.
View the Sync Status for Volunteers
On the Volunteers list, you can view the sync status for each volunteer.
By default, these columns appear in the Volunteers list:
Sync Status: Included or Excluded
Account Number
Last Sync Date
Last Sync Time
You can also export the list of sync statuses for multiple volunteers.
View the Bloomerang CRM Sync View
Bloomerang created a custom view for reviewing the Bloomerang CRM sync status across all connected volunteers for you. To access this view on the Volunteers list:
On the organization home page, click Volunteers.
Click Views.
Click Folders.
Click Default System Views to expand the list of Bloomerang’s pre-made views.
Click Bloomerang CRM Sync.
The Volunteers list updates to show information related to the sync status of your connected volunteers such as Sync Status, Sync Error Type, Account Number, Last Sync Date/Time, and more.
Filter Sync Status Manually
To filter the Volunteers list manually for volunteer sync status:
Open your organization. If you are in more than one organization, open the correct organization.
From the navigation menu, click People, and then click Volunteers.
On the Volunteers page, click Filters.
Select Bloomerang CRM to expand its filter options.
Select Last Sync Date/Time.
Select an option.
Enter or select any information required for the filter.
Click Add Filter.
(Optional) When asked if you would like to display the matching columns, select Yes.
Bloomerang CRM filters appear in the volunteer list.In the Bloomerang CRM filter category, select Sync Status.
Select one of these options:
Is included in the sync to Bloomerang CRM
Is excluded from the sync to Bloomerang CRM
Is no longer mapped in the sync to Bloomerang CRM
To understand and resolve what causes volunteers to no longer sync, see Bloomerang CRM Platform Connection.
Click Add Filter.
(Optional) When asked if you would like to display the matching columns, select Yes.
(Optional) Add more filters to view volunteers who:
Synced on, before, after, or between certain dates
Have synced
Have never synced
Are included in or excluded from syncs
Are no longer mapped to syncs
To view the volunteer list, click the X symbol to close the panel.
On the volunteer list, scroll to locate the Bloomerang CRM filters.
To view the Volunteers list, close the filter panel by clicking X.
Scroll on the Volunteers list to view your Bloomerang CRM filters.
Tip: You can export the volunteer list to a .CSV file.
Automatically Sync Data
We recommend that you turn on the Automatic Sync setting. It saves you time and makes sure you don't forget to sync new data. When you turn on Automatic Sync, the sync runs automatically once every hour.
Note: For organizations that joined on or after July 23, 2026 with both Bloomerang CRM and Bloomerang Volunteer, Automatic Sync is on by default. Follow the steps in this section to confirm the setting.
To turn on Automatic Sync in Bloomerang Volunteer:
Open your organization. If you are in more than one organization, open the correct organization.
In the main navigation bar, select Your Giving Platform
. Select Platform Settings.
In the side navigation, click Sync Controls.
Turn on Automatic Sync.
The sync runs automatically once every hour. The sync might take some time to complete.
Manually Sync Data
If you turn on Automatic Sync, you can still choose to sync manually. You might sync manually if you need to sync data right away, 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:
Open your organization. If you are in more than one organization, open the correct organization.
In the main navigation bar, select Your Giving Platform
. Select Platform Settings.
In the side navigation, click Sync Controls.
In the Last Sync with Bloomerang CRM section, select one of these sync options:
Standard Sync. Sync only constituent or volunteer information that changed since the last sync. This is the fastest option.
Full Sync. Sync all constituent and volunteer information, whether or not it changed since the last sync. You might do this if you notice that data in Bloomerang Volunteer and Bloomerang CRM doesn't match.
View Sync Queues and Statuses
When you sync data between Bloomerang products, the queue appears in the platform connection heading and shows:
The number of items in the sync queue
The estimated time remaining to complete the sync
An option to refresh the queue for the sync
Tip: Click the number of items or the time remaining to confirm what is still in the queue.
If you leave the page and return later, and the sync is not finished, the Last Sync with Bloomerang CRM section shows a Currently Syncing message and disables the syncing options.
Verify a Data Sync in Bloomerang Volunteer
After a data sync, you can view the results in Bloomerang Volunteer and Bloomerang CRM. To understand which data syncs between systems, see Bloomerang CRM Platform Connection.
To confirm a data sync in Bloomerang Volunteer:
Open your organization. If you are in more than one organization, open the correct organization.
From the navigation menu, click People, and then click Volunteers. Constituents synced from Bloomerang CRM appear as new volunteers in the list.
Select a volunteer. Constituent information synced from Bloomerang CRM appears in the volunteer 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 CRM Logs.
Verify a Data Sync in Bloomerang CRM
To confirm a data sync in Bloomerang CRM, follow the steps in View Data Synced from Bloomerang Volunteer in the Bloomerang CRM Help Center.
Enable or Disable Sync Notifications
To keep you informed when the system resolves a data conflict during sync, Bloomerang Volunteer sends notifications to Organization Managers. Bell and email notifications are turned on by default.
To enable or disable notifications:
Open your organization. If you are in more than one organization, open the correct organization.
From the navigation menu, click Controls, and then click Notifications.
In the Bloomerang CRM Notifications section, turn on or turn off notifications:
Sync Status — Notifies you when the system detects duplicate constituents and successfully syncs from Bloomerang Volunteer to Bloomerang CRM.
Remap Status — Notifies you when Volunteers are no longer mapped in the sync.