Imports: Import Fields

This is a list of all Bloomerang CRM default fields that you may import to. You may also import to custom fields that are already in Bloomerang CRM. In all cases, the values must already be created in Bloomerang CRM before they can be used in an import. Fields and values may not be created nor deleted via import.

Constituents

Name	Type	Description	Valid Values
Account Number	Pick-one	The constituent's account number. Assigned by Bloomerang CRM. Used as a duplicate match for existing individuals, organizations, or households.
Account Status	Pick-one	The constituent's status	Active, Inactive, Deceased
Birthdate	Free-form mm/dd/yyyy	The constituent's date of birth
Communication Restrictions	Pick-multiple	How the constituent does not want to be communicated with	Do Not Call, Do Not Mail, Do Not Solicit
Employer	Free-form text	The constituent's employer
Envelope Name	Free-form text	The name that should be used on an envelope when sending the constituent mail
Facebook Page	Free-form text	The constituent's Facebook ID
First Name	Free-form text	The first name of an individual constituent or an organization's primary contact
Formal Name	Free-form text	The constituent's formal name
Gender	Pick-one	The constituent's gender	Male, Female, Other
Groups	Free-form text	Groups that the constituent belongs to	The names of new groups or existing groups that you manage, separated by a pipe character: GroupName1 \| GroupName2 \| GroupName3
Household Name	Free-form text	The household's name
Household Sort Name	Free-form text	The household's sort name
Informal Name	Free-form text	The constituent's informal name
Job Title	Free-form text	The constituent's job title
Last Name	Free-form text	The last name of an individual constituent or an organization's primary contact
LinkedIn Page	Free-form text	The constituent's LinkedIn ID
Middle Name	Free-form text	The middle name of an individual constituent or an organization's primary contact
Name Suffix	Pick-one	The suffix of an individual constituent or an organization's primary contact.	DDS, Esq., II, III, IV, Jr., M.D., Ph.D., Sr., V
Name Title	Pick-one	The title of an individual constituent or an organization's primary contact.	Atty., Capt, Cmdr, Coach, Col, Dr., Fr., Gen, Gov., Hon., Lt, Maj, Master, Miss, Mr., Mrs., Ms., Mx., Pastor, Pres., Prof., Pvt, Rabbi, Rep., Rev., Sen., Sgt, Sir, Sr.
Organization Name	Free-form text	The name of an organization constituent
Preferred Channel	Pick-one	How the constituent prefers to be contacted	Phone, Email, Mail, Text Message
Recognition Name	Free-form text	How the constituent prefers to be recognized
Twitter Handle	Free-form text	The constituent's Twitter ID
Website	Free-form text	The constituent's website

Addresses

All address fields are free-form text fields. Only one address of each type may be imported at a time. For example, if a constituent has two home addresses, enter only one home address into the import file. The second home address must be entered manually or through another import. For guidelines on entering international addresses, see Enter International Addresses and Phone Numbers.

Name	Description
Home Address	The street of a constituent's home address
Home City	The city of a constituent's home address
Home Country	The country of a constituent's home address
Home State	The state or province of a constituent's home address
Home ZIP Code	The ZIP code of a constituent's home address
Vacation Address	The street of a constituent's vacation address
Vacation City	The city of a constituent's vacation address
Vacation Country	The country of a constituent's vacation address
Vacation State	The state or province of a constituent's vacation address
Vacation ZIP Code	The ZIP code of a constituent's vacation address
Work Address	The street of a constituent's vacation address
Work City	The city of a constituent's vacation address
Work Country	The country of a constituent's vacation address
Work State	The state or province of a constituent's vacation address
Work ZIP Code	The ZIP code of a constituent's vacation address

Email Addresses

All email address fields are free-form email fields. Only one email address of each type may be imported at a time.

Name	Description
Home Email	The constituent's home email address
Work Email	The constituent's work email address

Phone Numbers

All phone number fields are free-form number fields. Only one phone number of each type may be imported at a time. Phone Numbers must be at least ten digits, and when imported, are automatically formatted as (123) 456-7890.

To enter an extension, in the same cell, type x followed by the extension number. For example, (123) 456-7890 x123.
Begin international phone numbers with a + sign. For example, +44 5555 123456.

Name	Description
Fax Number	The constituent's fax number
Home Phone Number	The constituent's home phone number
Mobile Phone Number	The constituent's mobile phone number
Work Phone Number	The constituent's work phone number

Donations

The required donation fields are Date, Amount, and Fund. Each donation should have its own line in the import file.

Name	Type	Description	Valid Values
Acknowledged?	Pick-one	Whether the transaction is marked as acknowledged	Yes, No, Do Not Acknowledge
Amount	Free-form amount	Dollar amount of the transaction
Appeal	Pick-one	The appeal that the transaction is applied to
Campaign	Pick-one	The campaign that the transaction is applied to
Check Date	Free-form mm/dd/yyyy	The date of the check applied to the transaction
Check Number	Free-form number	The number of the check applied to the transaction
Date	Free-form mm/dd/yyyy	The date on a transaction. Different from Created Date.
EFT Type	Pick-one	The EFT account type used for the transaction	Checking, Savings
Fund	Pick-one	The fund that the transaction is applied to
In Kind Description	Free-form text	The description of the in-kind transaction
In Kind Fair Market Value	Free-form amount	The fair market value of the in-kind transaction
In Kind Type	Pick-one	The type of in-kind transaction	Service, Goods
Non-deductible	Free-form amount	The non-deductible amount of a transaction
Note	Free-form text	The note on a transaction
Registration Type	Pick-one
Ticket Quantity	Free-form number
Transaction Method	Pick-one	The transaction's payment method. If left blank, this defaults to Cash.	Cash, Check, Credit Card, EFT, In Kind, Apple Pay, Google Pay, PayPal, Venmo
Tribute Name	Pick-one

Interactions

The required interaction fields are Date, Subject, Purpose, and Channel. Each interaction should have its own line in the import file.

Name	Type	Description	Valid Values
Channel	Pick-one	The channel selected on the interaction	Email, In Person, Mail, Mass Email, Phone, Social Media, Text Message, Video Call, Website, Other
Date	Free-form mm/dd/yyyy	The date on the interaction
Initiated by Constituent	Pick-one	Whether the constituent started the interaction	Yes, No
Note	Free-form text	The note on the interaction
Purpose	Pick-one	The purpose on the interaction	Acknowledgement, Impact/Cultivation, Newsletter, Pledge Reminder, Receipt, Solicitation, Special Event, Volunteer Activity, Welcome, Other
Subject	Free-form text	The subject of the interaction
Volunteer Activity	Pick-one	An existing value configured for the built-in Volunteer Activity field at Settings > Custom Data > Interactions > Built-in Interaction Fields
Volunteer Hours	Free-form text	The number of hours volunteered

Notes

The required note fields are Date, and Note. Each note should have its own line in the import file.

Name	Type	Description
Date	Free-form mm/dd/yyyy	The date on the note
Note	Free-form text	The note on the note