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, 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 paste a batch into a sheet. See Type a Batch in Batch Entry with Google Sheets if you have a small batch of data that you would like to type into a sheet.
Paste a Batch
To get started, open a new sheet and click Extensions, Bloomerang CRM, and then Enable for this Sheet.
After you have enabled the Bloomerang CRM add-on for this sheet, click Extensions, Bloomerang CRM, and then Paste a Batch.
With the Bloomerang CRM add-on enabled and Paste a Batch selected, the Sidebar menu will appear in the sheet. Follow these steps to create a batch:
Step 1: Paste Data
Copy the data you want to use from its original spreadsheet, and paste it in the Google Sheet. It's OK to paste everything from your source data, because you will map only the data you wish to send to Bloomerang CRM. The first row of the sheet will be treated as column headers that you will map to Bloomerang CRM fields. The names of the column headers and the exact order of the columns do not matter when you create the first batch. For future batches like this one, you will only need to remember to include the same columns of data.
Click Continue.
Step 2: Map Fields
Next, map the data you have pasted into the sheet to the corresponding fields you wish to map them to in Bloomerang CRM.
Select Create new Mapping and click OK. In the future, if the app recognizes your column headers, you can reuse this mapping. This is useful if you will be pasting data from the same source often.
In the pop-up that appears, drag the column headers represented on the right to the Bloomerang CRM transaction fields on the left. You only have to map the data you intend to send to Bloomerang CRM, the rest will be ignored in the sheet.
Click the input field for Name this Import Map and type a name. Click Save.
Click OK.
Step 3: Set Defaults
Set defaults for fields. For example, if you know the Method for every transaction in the sheet will be credit card, you can set it here.
Note: If you have data pasted into a field, it will override any default. For example, if one transaction Method field has Check, the sheet will keep that data but apply the default to the other fields in that column.
Click Continue.
Step 4: Validate Data
Click Validate Data. This is an optional step.
If there are any errors with the sheet, they will display in column to the left.
Resolve any errors and click Validate Data again. A success message will display.
Step 5: Upload Data
Click Continue
For each name in the sheet, click Search. Select the matching constituent from Bloomerang CRM and click Select.
Make selections for all of the required fields and any optional fields. For example, you will likely need to choose if a gift should be applied to an existing pledge or recurring donation schedule, or, as a new donation. Click Save.
After the batch has been uploaded, you can click View Transaction or View Constituent to view details in Bloomerang CRM, or click "X" and exit the sheet.
Edit a Data Map
Data maps are automatically saved when you create them, and you can reuse them each time you paste a batch. The next time you copy data from the same source and paste it into the sheet, you can reuse the data mapping you set up the first time you pasted a batch. You can edit, copy, or delete existing data maps by clicking the gear icon on Step 2.
Edit selected map - Select this option when you need to change an existing data map. For example, edit an existing map when you begin gathering more information that you'd like to send to Bloomerang CRM.
Copy map - Select this option when you need to keep the existing data map, but would like to create a copy and modify it. For example, for most batches the original data map covers your needs, but occasionally you need to map additional fields with the copied data map.
Delete map - Select this option when the data map is no longer needed and you would like to remove it from the list of options.