Integrate your Overflow transaction and donor data into Bloomerang to have all giving information in one place and seamlessly manage donor relationships.
Overflow's Bloomerang integration allows contribution and donor information to automatically sync from your Overflow Dashboard to your Bloomerang account, taking out any manual work of exporting and uploading donation details and allowing you to more effectively engage with supporters.
Here's how to get started using the Bloomerang integration:
- Log in to your Overflow Dashboard and navigate to the Settings section. Click the Integrations tab.
- Activate the Bloomerang integration by clicking “Connect” within the Bloomerang tile.
- This will open a side panel. Click “Connect to Bloomerang”.
- Enter your Bloomerang API key. To find this API key, log in to your Bloomerang account. Click the gear icon and then select "All Settings". Click "Edit" in the Organization tile. You can now view the API keys available for use in the lower left-hand corner. Copy and paste the public key into the API Key field in your Overflow Dashboard and click "Update".
The Bloomerang integration tile should now read "Active". Hooray - you're all set up! 🎉
Check out this quick video to see this process in action and learn more about the integration: https://www.youtube.com/watch?v=2pUV1J2-ftw.
Important to Know
Once a contribution is confirmed (for cash and crypto this happens immediately, for stock this occurs when you confirm receipt of the gift in your Dashboard), it will be added to your Bloomerang account. Cash and credit contributions will be added within the proper transaction category. However, because Bloomerang does not have a way to account for non-cash assets within their system, stock and crypto gifts will be classified under the category EFT along with a note that says either STOCK Donation: Quantity/Ticker or CRYPTO Donation: Quantity/Coin.
If the transaction has a campaign associated with it, the Overflow integration will first search for a fund with the exact same name and upload the transaction to Bloomerang under that fund. If there is no fund in Bloomerang with the same name as the campaign associated with the Overflow gift, a new fund will be created. If a donor did not select a campaign for a particular donation, the transaction will be uploaded to the default fund that you've established within your Bloomerang account.
Donor information associated with the contribution will also be synced to your Bloomerang instance. The integration will first search for existing constituents by email address and update the constituent if they exist, or create a new constituent if no donor with that email is already in your system.
FAQs
Is there an extra cost associated with this integration?
Nope! The Bloomerang integration is included with your Overflow subscription.
How are anonymous donors handled?
If a donor has indicated that they would like to remain anonymous on the donation, the Overflow integration will sync all of their personal information to Bloomerang along with their contribution. However, in the Note field, you will see the message "ANONYMOUS TRANSACTION: Donor requested this contribution to remain anonymous. You can learn more about how Overflow's anonymous donor policy here.
How often is the data synced from Overflow to Bloomerang?
Donation information is synced whenever a contribution is confirmed in your Overflow account. This happens immediately for cash and crypto and occurs when you confirm receipt of a stock gift. Any updates to a donation or donor after this moment will not be synced to Bloomerang. There is no way to manually sync data.
Will updates to a constituent or transaction in Bloomerang sync to my Overflow Dashboard?
No. Overflow's Bloomerang integration is one-way, meaning data will only move from Overflow to Bloomerang and never the other way around.
Can I view subcampaign details of an Overflow gift within Bloomerang?
Bloomerang does not support subcampaigns within the platform, so any subcampaign details that exist on an Overflow contribution will not appear in your Bloomerang account.
Which fields are synced from Overflow to Bloomerang?
Donor information that is synced:
-
- First and Last Name
- Full Address
- Email Address
- Phone Number
Contribution information that is synced:
- Stock - Estimated value, quantity, and stock ticker
- Crypto - Value, quantity, and coin type
- Cash - Value
- Associated campaign name
- Gift details
How do I disconnect the Bloomerang integration with Overflow?
Moving to another CRM or no longer want to automatically sync contribution and donor information? You can disconnect the Bloomerang integration by navigating to the Settings section of your Dashboard and clicking "Integrations".
- On the Bloomerang tile in the Integrations tab of your Dashboard settings, Click “See Details”.
- Within the side panel that pops open, click “Disconnect” at the bottom and then confirm you want to disconnect in the pop-up window.
The application will automatically be disconnected and all data will cease to sync to your Bloomerang account. Your API key and any sensitive data will also be completely removed from the Overflow system.
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