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Housekeeping
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Constituent
Imports
Purpose:
To add or update
Constituents
What information is required?
- Individuals: First name, last name
- Organizations: Organization name
- Households: Account Number
Other helpful information:
Adding specific information like email address, Mail address,
and phone number helps prevent future duplicates.

Transaction
Imports
Purpose:
To add Donations
What information is required?
- Individuals: First name, last name
- Organizations: Organization name
- Households: Account Number
AND
- Date
- Amount
- Fund

Interaction
Imports
Purpose:
To add Interactions
What information is required?
- Individuals: First name, last name
- Organizations: Organization name
- Households: Account Number
AND
- Date
- Subject
- Purpose
- Channel

Notes
Imports
Purpose:
To add Notes
What information is required?
- Individuals: First name, last name
- Organizations: Organization name
- Households: Account Number
AND
- Date
- Note

Constituent
Update
Imports
Purpose:
To update existing
Constituents
What information is required?
- Individuals: First name, last name
- Organizations: Organization name
- Households: Account Number
AND/Or
- Email Address
- Account Number*
- Street Address
- Last 7 digits of phone number
NOTE: To update Constituents in already in your database,
you need to have enough matching information in your file
for the system to match them.

Mapping
Making sure the system
understands the
information you are
giving it.
Check your mapping before Importing!

Into the database we go!

Resources
Bloomerang Knowledgebase and Support Portal

Resources
Knowledgebase
Data Tools: Imports

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