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!
To link a one-time transaction, you’ll need to access the Donor Accounts area of your organization’s control panel, which can be reached by clicking Donors within the Reporting menu.
In the Donors table, click any item in the Transactions column next to the name of the donor to whom you’d like to link the donation.
On the resulting screen, click the Transaction History tab.
Click the gray Link One-Time Transactions button.
A search tool will appear, which you can use to find a transaction by ID, donor name, or email address.
When you’ve selected a donation (or multiple donations) to link, click the Link Transaction button, which will update according to how many transactions you have selected.
The payment will now appear in the Transaction History table and is accessible to your donor via their donor account. If you’d like to unlink a transaction, click Unlink next to the transaction in the table.
The payment will no longer be linked to the donor and won’t appear in the table.