Bloomerang Fundraising (formerly Qgiv) is a fundraising platform that offers online forms, peer-to-peer fundraising, text-to-give, and auctions. Bloomerang Fundraising allows you to create events, accept registrations and donations online, and allow participants to raise funds. You can export Bloomerang Fundraising financial data to Bloomerang CRM so your constituents are credited with their donations and their engagement scores are accurate. For more information about specific Bloomerang Fundraising features, see Bloomerang Fundraising's Help Desk.
In this article:
Getting Started
To learn how to integrate Bloomerang CRM and Bloomerang Fundraising, create forms and events, and set up how Bloomerang Fundraising information imports into Bloomerang CRM, read this Bloomerang Fundraising Support article.
To get started with the integration, locate and copy your Bloomerang CRM API key.
In Bloomerang CRM, click the profile icon
. The icon shows the first letter of the username for the account.
Select My Profile to go to the User Settings page.
Locate your API keys in the API Keys v2.0 section.
Click the API key to copy it to your clipboard.
Follow the instructions in the Bloomerang Fundraising article to continue setting up the integration.
For more information, or to generate a new API key if you don’t already have one, read Generating Private API Keys in User Settings.
Map Bloomerang Fundraising Values to Bloomerang CRM
To export information from Bloomerang Fundraising to Bloomerang CRM, you must map Bloomerang Fundraising values to Bloomerang CRM values.
This data automatically exports from Bloomerang Fundraising :
Constituent data, including name, address, contact information, and communication opt-out status
Transaction data, including date, gift amount, payment method, fair market value (if applicable), and dedication information (if applicable)
Recurring schedule data, including the start and end dates, recurring frequency, amount, and the URL of the Bloomerang Fundraising Recurring Details page
Information from Bloomerang Fundraising forms, events, and transactions maps to Bloomerang CRM funds, campaigns, and appeals. You can set up additional mappings beyond the defaults, or create custom fields in Bloomerang CRM to handle other Bloomerang Fundraising data, such as custom form questions. We don’t recommend setting up more complex mapping than this, or creating mapping restrictions.
For more information about Bloomerang CRM funds, campaigns, and appeals, read Fund, Campaign, and Appeal Basics.
Bloomerang Fundraising Transactions in Bloomerang CRM
Donations made in Bloomerang Fundraising are added to the constituent's Bloomerang CRM timeline as transactions when the Bloomerang Fundraising export runs. The export can be run manually or automatically.
If you mapped the fund, campaign, and appeal to their corresponding values in Bloomerang CRM, these are populated in the Bloomerang CRM donation. The donation also includes a link to the Bloomerang Fundraising transaction. Donations made to peer-to-peer fundraisers are soft credited to the fundraiser.
Note: If you change a donation in Bloomerang Fundraising , the corresponding donation record in Bloomerang CRM does not update.
Bloomerang Fundraising users can also manually sync event registration information from Bloomerang Fundraising to Bloomerang CRM. Unlike donation information, event registrations appear as interactions on a constituent's timeline.
Refund Bloomerang Fundraising Transactions
Because Bloomerang Fundraising transactions are not processed in Bloomerang CRM, they cannot be refunded through Bloomerang CRM. To refund a Bloomerang Fundraising transaction, click the Processed by Bloomerang Fundraising link in the donation record, then use the Refund or Void options available for the transaction in Bloomerang Fundraising. The refund appears in Bloomerang CRM.
Report on Bloomerang Fundraising Transactions
Bloomerang CRM can generate reports for transactions that were created in Bloomerang Fundraising.
To generate Bloomerang CRM reports for Bloomerang Fundraising transactions:
In Bloomerang CRM, click Reports.
Click Build a Report from Scratch, then click Transactions.
In the Transaction Filters section, next to Include, click Add Filter…
Select the Created By filter.
In the Contains text box, type “qgiv”.
Click OK to add the filter.
(Optional) To display the Created By data for the search results, click Add Column, select the Created By column, then enter “qgiv” in the text box and click OK.
Related
Bloomerang in the Bloomerang Fundraising Support documentation