To upload batch transactions, you must first install the Bloomerang CRM add-on for Google Sheets. Use batch entry to upload new donations, pledge payments, recurring donation payments, soft credits, and tributes to individuals and/or organizations. Transactions in a sheet are linked to Bloomerang CRM after you upload them. It is recommended to work in only one sheet at a time.
Note: This help article explains how to type a batch manually into a sheet. See Paste a Batch in Batch Entry with Google Sheets if you have a large batch of data that you would like to copy and paste into a sheet.
Type a Batch
In a new Google Sheet, click Extensions, Bloomerang CRM, and then Enable for this Sheet.
Next, click Extensions, Bloomerang CRM, and then Type a Batch.
The Sidebar menu will appear in the sheet. Follow these steps to type a batch:
Step 1: Build Input Sheet
On the Dashboard tab of the Sidebar, click the dropdown menu to choose what to build the sheet for:
Transactions - Choose this option to add transactions to Bloomerang CRM. In most cases, you should choose this option.
Constituent Finder (No upload) - Choose this option to search for constituents without uploading any new transactions to Bloomerang CRM.
Choose either option and click Build Sheet.
Constituent data will be pulled from Bloomerang CRM and loaded into the background of the sheet. The column headers that appear in the sheet correspond to fields in Bloomerang CRM.
Step 2: Enter Data
These steps assume you have built a sheet for transactions.
Working left to right, fill in all required fields and any optional fields you wish to use. Required fields, including any custom fields marked as required, are denoted with an asterisk (*). Below is a brief explanation of the fields that have extended functionality:
Constituent - Enter a constituent name or account number to prompt the sheet to search for the existing Bloomerang CRM constituent. If you entered a name, choose the appropriate constituent from the Sidebar, or click Add Constituent to create a new one from the sheet. Adding a new constituent will prompt you to fill out the constituent's details, just like if you were creating a new constituent in Bloomerang CRM.
Payment Schedule - Select an existing pledge or recurring donation schedule, or, select New donation.
Soft Credits - If you add soft credit(s) to the donation, a pop-up modal will appear that will allow you to search for existing constituents or add a new constituent.
Tribute - If you are adding a new donation as a tribute, a pop-up modal will appear that will allow you to search for existing constituents or add a new constituent. You can also create a new tribute by selecting Create new Tribute.
Notificant - If you choose to create a new tribute, you can also add existing constituents or create new constituents as notificants.
In the Sidebar, you can optionally enter the Expected Batch Total, which is the total dollar amount you expect to add to Bloomerang CRM. Click Check Sheet Totals to validate the total of the Amount column and then click Continue.
Step 3: Validate Batch
In the Sidebar, you can optionally click Validate Data. This step will ensure that required cells are filled out.
Any errors will be displayed in red in the Sidebar, and you will be directed to see more details in the Messages column.
Fix any errors and click Validate Data again. Once everything is correct, a green success message will display in the Sidebar. Click Continue.
Step 4: Upload Batch
In the Sidebar, click Upload Payments to upload your transactions immediately to Bloomerang CRM.
Reverse Payment Upload
If you find that any data was incorrect when you uploaded your batch to Bloomerang CRM, you can reverse the upload.
Click the Reverse payment upload step in the Sidebar.
Click Delete Payments, then Ok.
Note: This will remove the transaction data from Bloomerang CRM, but it does not change the sheet.
Make any changes, then click Step 4: Upload Batch, followed by Upload Payments. This will upload the payments to Bloomerang CRM again, as they are in the sheet.
Adding or Editing Constituents
You may add new constituents to Bloomerang CRM via the Search tab in the Sidebar. Begin in an empty cell in the Constituent column.
Warning: If you click on a cell that has a constituent, this step will update that constituent in Bloomerang CRM. Always start in an empty cell in the Constituent column when adding a constituent.
Click the Search tab in the Sidebar.
Click Add Constituent.
Select Individual or Organization.
Fill out all required cells and any optional cells.
Click Add.
You can edit existing constituents via the View tab in the Sidebar. Begin by clicking on a cell that includes data of an existing constituent in the Constituent column.
Click the View tab in the Sidebar.
Click View or Edit in Bloomerang.
This will open the constituent summary page in Bloomerang CRM. Make changes in Bloomerang CRM, then click Add-ons, Bloomerang, then Refresh Lookup Values to bring your changes into the sheet.