Manage Your Data
Import data, bulk manage data, and create custom fields
26 articles
Data Tools
Import data into Bloomerang CRM or clean up your Bloomerang CRM data.
- Export Bloomerang CRM 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.