Zapier enables you to connect Bloomerang CRM and Google Sheets. Use this template to add Donation records to Bloomerang CRM from a spreadsheet row in Google Sheets. This help article is for creating Individuals. If you would like to add Organizations using this method, follow these same steps but choose Organization instead of Individual where appropriate.
Note: This will create a record of a donation, but will not run a transaction with your transaction processor.
Google Sheets set up
Log into Google Sheets and click Blank to start a new blank spreadsheet.
Name your spreadsheet something like “New Donations”.
Add the following column headers at a minimum:
First Name
Last Name
Email
Date
Amount
Approved
Tip: We recommend using these fields in order to match constituents in Bloomerang CRM. However, there are multiple ways to match an existing constituent. For more information on matching criteria, see this help article.
Name the worksheet at the bottom of the document (optional).
To Set This up in Zapier
Locate the template you would like to use, and click Use this Zap. You will be prompted to log in to your Zapier account.
Review the template's prebuilt settings and customize, as needed.
Step 1. New Spreadsheet Row in Google Sheets
Choose App & Event. This information is prefilled based on the chosen template.
Choose Account. Sign in to Google and select your Google Sheets account.
Customize Spreadsheet Row. Select your Spreadsheet, the specific Worksheet (if you did not rename this, it is called Sheet1), and the Trigger Column. The Trigger Column in our example is called Approved.
Find Data. Select Test & Review, select the sample data from your spreadsheet and click Done Editing.
Step 2. Only Continue If...
Note: This step filters checks your Trigger Column to determine if the rest of the Zap will run.
Choose App & Event. This information is prefilled based on the chosen template.
Filter Setup & Testing.
Select your Trigger Column. In our example, it is the Approved column.
Leave the Text Contains option as it is.
Enter your desired text, or, leave Yes as it is.
Step 3. Find or Create Constituent in Bloomerang CRM
Choose App & Event. This information is prefilled based on the chosen template.
Choose Account. Choose your Bloomerang CRM Account, then click Continue.
Customize Constituent.
Under First Name, select the Google Sheets First Name field.
Under Last Name, select the Google Sheets Last Name field.
Under Email, select the Google Sheets Email field and click Continue.
Under “Create Bloomerang Constituent if it doesn’t exist yet?”
Under First Name, select the Google Sheets First Name field.
Under Last Name, select the Google Sheets Last Name field.
Under Primary Email Type, select Home.
Under Primary Email, select Email and click Continue.
Send Data
Click Test & Review.
Check to see if Zapier found your existing constituent, or, head to Bloomerang CRM to see the new constituent.
Adjust your set up, as needed, then click Done Editing.
Step 4. Create Donation in Bloomerang CRM
Choose App & Event. This information is prefilled based on the chosen template.
Choose Account. Choose your Bloomerang CRM Account, then click Continue.
Customize Donation.
Under Date, select the Google Sheets Date field.
Under Method, select the appropriate method for these transactions.
Under Amount, select the Google Sheets Amount field.
Under Fund, select the Bloomerang CRM Fund for these transactions and click Continue.
Send Data
Click Test & Review.
Check to see if Zapier found your existing constituent, or, head to Bloomerang CRM to see the new constituent.
Adjust your set up, as needed, then click Done Editing.
Zapier lets you know when it thinks your zap is ready. Click the toggle button to turn on your zap and start sending new constituent data from Google Sheets to Bloomerang CRM.