Bloomerang + Microsoft Excel
Add new Bloomerang interactions to Microsoft Excel as rows
Streamline your data organization with this workflow that initiates whenever there's a new interaction in Bloomerang. Once set up, each new interaction in Bloomerang will result in an added row in your designated Microsoft Excel spreadsheet. This seamless connection allows you to efficiently handle and record Bloomerang interactions directly in Excel, saving time and eliminating manual data entry.
Streamline your data organization with this workflow that initiates whenever there's a new interaction in Bloomerang. Once set up, each new interaction in Bloomerang will result in an added row in your designated Microsoft Excel spreadsheet. This seamless connection allows you to efficiently handle and record Bloomerang interactions directly in Excel, saving time and eliminating manual data entry.
- When this happens...New Interaction
Triggers when a new interaction 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
