Importing Peer-to-Peer Participant and Team Data to Bloomerang Fundraising

If you'd like to import peer-to-peer participant or team data from another provider, we can assist in the process.

The service incurs a one-time fee of $999.00 and can take up to 14 business days to complete once we have everything we need from you.

Here's a rundown of how it works:

You'll enter information into a CSV file to upload to our system. This automatically creates the registrations and sends a registration email confirmation that admins can configure in the control panel. We manually add some messaging to have registrants set an account password if they are fundraising, which you can't control, but all of the other text is editable.

Please note: It's important to get your peer-to-peer event set up and ready in Bloomerang Fundraising (all registration options entered, custom fields, any $0 categories, etc.) BEFORE we run the import and not make any changes until the import is complete.

Ready to get started? Here's what you need to do!

Contact our Customer Experience Team and let us know you'd like to import peer-to-peer registrant and/or team data to Bloomerang Fundraising.
Download the CSV templates attached to this article--there's one for registrations and one for team information.
Carefully review the tables below to see what information needs to go in each column.

Please note: If files are not submitted in the correct format, this could impact the overall timeline and risk additional costs up to $1,000.00.

Once you've entered the information (make sure to check for accuracy!), let the Customer Experience Team know you're ready, and we'll coordinate with you to complete the process.

Please note: The process may take up to 14 business days from this point to completion.

Registration Import Format Specifications

Any yes/no fields that are missing or left blank will default to "no"

Column Name	Description	Data Type	Required
firstName	Registrant's first name	Any string	✓
lastName	Registrant's last name	Any string	✓
street	Registrant's street	Any string	✓
city	Registrant's city	Any string	✓
state	Registrant's state	FULL state name	✓
zip	Registrant's zip code	5-digit zip code	✓
country	Registrant's country	Two-character country abbreviation	✓
phone	Registrant's personal phone number	10-digit phone
cell	Registrant's personal cell phone number	10-digit phone
username	Username for registration and/or the personal email address	Valid email address	✓
category	ID of category under which the registration should occur	Integer	✓
paymentType	If there was a fee for registration, how was it collected?	"cash" or "check" but will be empty if there is no payment required
fundraisingGoal	The fundraising goal of the registration (defaults to participant fundraising goal)	Any number
emergencyContactFirstName	First name of the first emergency contact, if required	Any string
emergencyContactLastName	Last name of the first emergency contact, if required	Any string
emergencyContactPhone	Phone number of the first emergency contact, if requried	10-digit phone
emergencyContactEmail	Email of the first emergency contact, if required	Valid email address
emergencyContact2FirstName	First name of the second emergency contact, if required	Any string
emergencyContact2LastName	Last name of the second emergency contact, if required	Any string
emergencyContact2Phone	Phone number of the second emergency contact, if required	10-digit phone
emergencyContact2Email	Email of the second emergency contact, if required	Valid email address
parentRegistration	Parent registration username or ID	Integer (ID) or valid email (username)
activityRole	The registration role (Use "managed" for additional registrants whose fundraising will be managed by the primary registrant)	"fundraising", "nonfundraising", or "managed"	✓
showInSearch	Allows the registration to appear in search	Yes or No
showInLeaderboard	Allows the registration to appear in leaderboards	Yes or No
classification	The classification under which the registration should occur	Integer
classificationCaptain	Is the registrant a classification captain?	Yes or No
team	The team ID under which the registration should occur	Integer
teamCaptain	Is the registrant a team captain?	Yes or No
teamOwner	Is this registration the team owner? ONLY ONE TEAM OWNER CAN EXIST PER TEAM.	Yes or No
avatar	The URL of the avatar image to use for the registration	Valid URL
alias	The alias to use for the registration	Any string
[custom field ID or reporting label]	Any additional columns that match a custom field ID or reporting label will map the registration to that custom field with the answer provided	Integer (ID) or any string (reporting label)

Team Import Format Specifications

Any yes/no fields that are missing or left blank will default to "no"

Column Name	Description	Data Type	Required
title	The title of the team	Any string	✓
registrationGoal	The team member count goal (defaults to zero)	Integer
originatingRegistration	The ID of the registrant who is the owner of this team	Integer
fundraisingGoal	The fundraising goal of the team (defaults to team fundraising goal)	Any number
allowRegistration	Should this team allow registrations?	Yes or No
showInSearch	Allows the team to appear in search	Yes or No
showInLeaderboard	Allows the team to appear in leaderboards	Yes or No
avatar	The URL of the avatar image to use for the team	Valid URL
alias	The alias to use for the team	Any string
classification	The classification under which the team should reside	Integer