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New Customers: Set Up Bloomerang Payments in Bloomerang CRM

Bloomerang CRM

Updated this week

Welcome to Bloomerang CRM! This article helps you set up Bloomerang Payments, the payment processor built into Bloomerang CRM.

You can start using Bloomerang CRM right after you submit a Bloomerang Payments application. You can start processing transactions, and donors can use your online forms, but your application must be fully approved before you can receive payouts.

Do These Steps Apply to Me?

  • If your organization is new to Bloomerang CRM, and you see only a Welcome page in Bloomerang CRM, follow the steps in this article to set up Bloomerang Payments.

  • If your organization is already using Bloomerang CRM, and you use a third-party processor or no processor, you must follow different steps to set up Bloomerang Payments. Read Set Up Bloomerang Payments in Bloomerang CRM (Legacy).

Step 1 — Gather Required Information

Gather the information you’ll need to set up Bloomerang Payments. For a list of requirements, read Information Required to Set Up Bloomerang Payments.

Step 2 — Set Up Bloomerang Payments

Setup and approval usually takes only a few minutes.

To set up Bloomerang Payments:

  1. Log in to Bloomerang CRM.

  2. Read the Welcome message and then click Set Up Bloomerang Payments.

    Welcome message for Bloomerang Payments

  3. On the About Your Business page, select your Business Type. If your organization is a nonprofit, select Nonprofit Organization to make sure your enrollment is seamless. Otherwise, select Company.

    Business type list

  4. Click Continue.

  5. On the Tell Us About Your Business Page, enter your organization’s business details:

    1. Legal business name

    2. (Optional) Business name (Doing Business As)

    3. Employer Identification Number (EIN)

    4. Business address

    5. Business phone number

    6. Industry — If you’re a nonprofit, go to Membership Organizations and select Charities or Social Services Organizations

    7. Business website

  6. Click Continue.

  7. On the Verify Your Personal Details page, enter your administrator’s personal legal information:

    1. Legal first name and last name

    2. Email address

    3. Job title

    4. Date of birth

      Your administrator's personal info

    5. Home address

    6. Phone number. Make sure this is your administrator's mobile phone number, not a landline.

    7. Social Security Number (SSN), last four digits

      Your administrator's contact info and social security number

  8. Click Continue.

  9. On the Select an Account for Payouts page, search for or select your bank.

    List of banks

  10. Click Agree and Continue so Stripe can connect to your bank. This connection is secure and encrypted.

  11. Select an account and then click Connect Account.

  12. Log in to your bank. The steps that appear depend on your bank, but steps like these might appear:

    1. Enter the username and password for your bank account.

    2. Click Log In.

    3. Enter the authorization code sent to your phone number.

    4. Click Continue.

    5. Click Continue again.

  13. Select which bank account Bloomerang CRM will use to deposit your payouts.

  14. (Optional) To save your account with Link, click Save With Link. Otherwise, click Not Now.

  15. Click Done.

  16. On the Select an Account for Payouts page, the payout account you selected appears. Click Continue.

    Verify the bank for payouts

  17. On the Review and Submit page, make sure all of your information is correct.

  18. If the status Incomplete appears in any section, click Edit to update your information.

    Edit your information when it's marked as Incomplete

  19. After you click Edit, if the status Required appears in the Verify Business section:

    1. Click Start Upload.

    2. Select which document to upload and then click Continue.

    3. Click Select File and then select a file on your computer.

    4. Select one or more checkboxes to confirm that your information is exactly as provided.

    5. Click Submit.

    6. Click Save.

  20. Click Agree and Submit.

  21. Click Submit.

You can start using Bloomerang CRM right after you submit a Bloomerang Payments application. You can start processing transactions, and donors can use your online forms, but your application must be fully approved before you can receive payouts.

When you’re approved, we’ll send an email to the email address you entered when you set up Bloomerang Payments. This email comes from [email protected].

Enter More Information

If we require more information to get you set up, we’ll send an email to the email address you entered when you set up Bloomerang Payments. This email comes from [email protected]. You must enter the required information in Bloomerang CRM to get approved.

To enter more information for Bloomerang Payments:

  1. Log in to Bloomerang CRM.
    ​Tip: If you also have Bloomerang Fundraising, you can log in there to enter more information for Bloomerang Payments.

  2. Click Payments.

  3. Click Payments Home.

  4. Click Continue Setup. A message appears that explains what information couldn’t be verified.

    Message to double-check your information

  5. Click Continue.

  6. If the status Verification Issue appears in any section, click Edit.

  7. After you click Edit, if the status Required appears in the Verify Business section:

    1. Click Start Upload.

    2. Select which document to upload and then click Continue.

    3. Click Select File and then select a file on your computer.

    4. Select one or more checkboxes to confirm that your information is exactly as provided.

      Upload additional information

    5. Click Submit.

    6. Click Save.

    7. Click Agree and Submit.

Manage Your Bloomerang Payments Account

After you set up Bloomerang Payments and get approved, you can:

  • View and manage payouts and payout frequency

  • Reset your Bloomerang Payments password

  • Transfer account ownership

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