Bloomerang + Microsoft Excel
Add new Bloomerang tasks to rows in Microsoft Excel for efficient organization
Streamline your workflow with this seamless integration. Whenever a new task is assigned in Bloomerang, a new row is swiftly added in your Microsoft Excel spreadsheet. This gives you a clear and concise overview of all new tasks in a familiar environment, reducing the time spent on manual entries and ensuring all tasks are accounted for. This intuitive process aids in effective task management and boosts productivity.
Streamline your workflow with this seamless integration. Whenever a new task is assigned in Bloomerang, a new row is swiftly added in your Microsoft Excel spreadsheet. This gives you a clear and concise overview of all new tasks in a familiar environment, reducing the time spent on manual entries and ensuring all tasks are accounted for. This intuitive process aids in effective task management and boosts productivity.
- When this happens...New Task
Triggers when a new task is created.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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Type
Try ItChannel
Purpose
Include Constituent’s cumulative giving history?
Include Constituent’s Household information?
Try ItType
Minimum Amount
Maximum Amount
Try ItType
Include Constituent’s cumulative giving history?
Include Constituent’s Household information?
Try It
New Transaction Payment
Triggers for each donation, pledge payment, and recurring donation when a new transaction is created. Use this to trigger for each payment in a split payment.
Try ItChannel
Purpose
Constituent
User
Try ItType
Include Constituent’s cumulative giving history?
Include Constituent’s Household information?
Try ItTypeRequired
Suffix
Informal Name
Formal Name
Envelope Name
Recognition Name
Gender
Birthdate
Employer
Job Title
Facebook Page
Twitter Handle
LinkedIn Page
Website
Preferred Communication Channel
Communication Restrictions
Email Interest Type
Custom Email Interests
Primary Address Type
Primary Address Street
Primary Address City
Primary Address State
Primary Address Postal Code
Primary Address Country
Primary Email Type
Primary Email
Primary Phone Type
Primary Phone
Primary Phone Extension
Household
