Use the Import feature in Bloomerang CRM to upload a spreadsheet of data in a few steps. Imports let you create new constituent records or update existing ones.
Warning: Donations, interactions, and notes may be created but not updated through an import.
How Do I Match Constituents?
The best way to ensure that the correct constituent is updated is by using the individual, organization, or household account number. This account number serves as a unique identifier for the constituent.
Individuals or organizations also match when the name matches and one of the following matches:
Email address
Standardized street address
Last seven digits of phone number
Update Individuals and Organizations
Use the matching criteria from the previous section on this page to create or update information on individuals’ and organizations’ Profile page. The most recent addresses, emails, and phone numbers added from an import file will be marked as primary in Bloomerang CRM.
You can also update the head of household’s information using the household account number. Any non-household fields matched using the household account number will be updated on the head of household’s account.
Update Household Name Fields
Update household name fields so they are formatted consistently throughout Bloomerang CRM. Include the household account number in your import file to update multiple households on the same import.
To run a report in Bloomerang CRM:
In your report, click Add Filter.
Search for and select the Is In a Household filter.
Click Apply.
Click Columns.
Next to one or more of these household name fields, click Add: Household, Sort, Formal, Informal, Envelope, and Recognition.
Click Apply.
Click Constituent, and select Household.
Click Save.
Click More.
Select Export.
Click Excel.
Click Export.
When the Export Ready appears, click Download. The .XLSX file downloads to your computer. The Account Number is included in the exported file.
Update the name fields in Excel, and delete any unused columns.
To update household names through an import:
Make sure that Account Number is mapped along with the household name fields.
Run the import.
Warning: Household account numbers are required to update the household name fields. Without the household account number, households won't be updated.