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How does the Bulk Update tool handle synced transactions?

Updated over a week ago

The Bulk Update tool has these effects on synced and unique transactions:

  • Synced with Aplos - The transactions are updated in Bloomerang CRM but not in Aplos. Go to the individual transaction entries in Bloomerang CRM to find a direct link to the transaction in Aplos.

  • Synced with QuickBooks Online

    • Unsynced - The transaction is updated in Bloomerang CRM and synced with QuickBooks Online during the next sync, unless the updated transaction falls under a rule that prevents a sync.

    • Sync in Progress - The transaction is updated in Bloomerang CRM and QuickBooks Online.

    • Synced - The transaction is unlocked and updated in Bloomerang CRM. Its status remains Synced. It is not re-synced with QuickBooks Online at the next sync event.

    • Do Not Sync - The transaction is unlocked and updated in Bloomerang CRM. Its status remains Do Not Sync. It is not re-synced with QuickBooks Online at the next sync event.

  • Online gift from Kindful Fundraising - The transaction is updated in Bloomerang CRM.

  • Linked to Processor - The transaction is updated in Bloomerang CRM.

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