Linking one-time transactions allows you to associate a one-time donation with a donor who may not have had a donor account at the time they made the donation, or if they weren't logged in to their donor account.
To view a tutorial on how to link a one-time transaction, click the video below.
Please note: Qgiv by Bloomerang is now Bloomerang Fundraising! This video does not yet reflect the new branding and visual layout of the Bloomerang Fundraising platform. Updates are in progress, so check back soon!
Linking One-time Transactions: A Video Walkthrough
Requirements
To link a one-time transaction, you need to access the Donor Accounts area of your organization’s control panel. If you don’t have access to this area, contact an administrator in your organization for access or to complete this action for you.
Link One-time Transactions
To link a one-time donation to a donor’s account:
From the organization-level control panel, hover over Reporting.
Select Donors.
2. In the Donors table, click any item in the Transactions column next to the donor name.
3. Click Transaction History.
4. Click Link One-Time Transactions.
5. In the search bar, search using the donor name, transaction ID, or email address.
6. Using the checkboxes, select one or more transactions to link.
7. Click Link Transaction(s).
The payment appears in the Transaction History table and is visible to your donor in their donor account.
Unlink One-Time Transactions
To unlink a one-time transaction from a donor account:
From the organization-level control panel, hover over Reporting.
Select Donors.
3. In the Donors table, click any item in the Transactions column next to the donor name.
4. Click Transaction History.
5. Click Unlink.
After unlinking, the payment no longer appears in the table.