Data Management
Data Management
26 articles
Data Tools
Import data into Bloomerang CRM or clean up your Bloomerang CRM data.
Export Bloomerang Data
Imports: Import Fields
Imports: Set Up Import Files
Imports: Import Errors
Imports: Imports 101
Imports: Work with the Imports List
Imports: Update Constituents via Import
What type of file can I import into Bloomerang CRM?
How does the duplicate check on an import work?
Should I import my whole entire file at once or do a test of a few lines of my file first?
Bulk Delete Transactions
Bulk Delete Notes
Bulk Delete Tasks
Bulk Delete Interactions
Bulk Delete Constituents
Imports: Import Data into Bloomerang CRM
What Are the Required Fields for an Import?
Can I send Bloomerang Support my import file and can you tell me if it looks okay prior to me running my import?
How does the Bulk Update tool handle synced transactions?
What does the import mapping tell me and why is it important?
Bulk Update Transactions: Update Campaigns, Appeals, and Funds
Are there any gifts that cannot be updated with a Bulk Update?
Custom Fields
Custom fields allow you to customize Bloomerang CRM to capture whatever data is most important to your organization.
Create Categories, Custom Fields, and Values
Edit Categories, Custom Fields, and Values
Custom Field Basics
How do I change the type of a custom field?