Occasionally, it might be necessary to unlink a credit card, EFT, Apple Pay, Google Pay, PayPal, or Venmo transaction, processed in Bloomerang, from your transaction processor. Unlinking a processed transaction from your processor allows you to edit the transaction in your Bloomerang database without changing the record in the processor.
What Does the Unlink from Processor Button Do?
When a credit card or EFT transaction is processed in Bloomerang, a connection is created between Bloomerang and your transaction processor. The Date, Amount, and Method fields are locked on the transaction in Bloomerang to ensure these records are consistent between Bloomerang and the processor.
Administrator Users and Standard Users with permission to add, edit, or delete transactions can click Unlink from Processor on a processed transaction to break the connection between Bloomerang and the processor. This allows you to edit locked fields (such as Date, Amount or Method), or delete the transaction entry without triggering a refund in the processor.
Use Cases
Here are some common use cases for unlinking processed transactions in Bloomerang:
Online donations made by individuals that should be applied to an organization.
Unlink this transaction on the constituent's timeline, delete it and apply it to the organization in Bloomerang, without affecting the transaction in your transaction processor.
Partial refunds that have been applied in your transaction processor.
Unlink this transaction to manually edit the amount in Bloomerang to reflect the amount in your transaction processor.
Correcting Pledge Payments or Recurring Donation Payments applied in error.
Delete a payment that was applied to the wrong Pledge or Recurring Donation Schedule without affecting the transaction in your transaction processor.
Unlink a Transaction
To unlink a processed transaction:
Click the processed transaction entry on the constituent's timeline.
Click Unlink from Processor.
Enter a reason for unlinking the transaction.
Click Unlink.