Bloomerang Help Center

PayPal & Venmo Add-On: Update Account Info (Bank Account and Social Security Number)

Enable the PayPal & Venmo Add-On

About the PayPal & Venmo Add-On

Find Fraudulent Constituent Accounts

Add BluePay to Bloomerang

PayPal & Venmo Add-On: Update Your Stripe Information When We Can’t Verify Your Account

Add Stripe to Bloomerang CRM

Add Authorize.Net to Bloomerang CRM

Update Your Stripe Processor

Create a BluePay Account

Test Credit Card Transactions Directly Entered in Bloomerang CRM with Authorize.net and Stripe

Unlinking Transactions from Transaction Processors

Deactivate a Transaction Processor

Test Forms with Credit Card Transactions Through Authorize.net and Stripe

Add a Stripe Restricted API Key to Bloomerang CRM

Set up payment processors to accept and process donations.

Transaction Processors

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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