Imports are a great way to bring in new constituents, donations, interactions, or notes in your database, or to update constituents who are already in your database. 


  1. Getting Started
  2. Constituents Imports
  3. Donations Imports
  4. Interactions Imports

Getting Started

General Information

Your data must be in a CSV (comma-separated values) file. The file may contain up to 10,000 rows and a maximum of 2MB in size. Use column headers that match field names in Bloomerang for easier mapping.

To avoid creating duplicates, Bloomerang looks at an individual’s First Name and Last Name, or an Organization’s Organization Name, along with one of the following:

  • Email Address
  • Standardized street address
  • Last seven digits of a phone number

If the data in the file matches what’s in the database, Bloomerang recognizes the constituent and adds the data to their existing account. If the data in the file does not match information that’s in the database, Bloomerang creates a new constituent account.

Tip: If you have the individual or organization account numbers in the file, you don’t need the name and contact information. This also allows you to import individuals and organizations at the same time.

For more details, or to download import templates, please see Set up Import Files.

Import Workflow

To import data into Bloomerang:

  1. Click (import icon) .
  2. Click New to create a new import template.
  3. Type in a name (for example, New Constituent Import).
  4. Choose the type of import: Constituents, Donations, Interactions or Notes.
  5. Choose Individual or Organization.
  6. Click Select a File. Browse to and select the import file from your computer.
  7. Map your data. The fields on the left are the field names in Bloomerang, while the fields on the right are the column headers from your file. Check that:
    1. All fields from your file are being mapped.
    2. The columns are being mapped to the correct fields in Bloomerang.
    3. The fields are being mapped in the correct order.
  8. Verify your information.
    1. Check for import errors.
    2. Choose how to handle existing constituents, if any.
  9. Click Run.

For more details, please see Import Data into Bloomerang.


Constituents Imports

Import New Constituents

Constituent imports allow for creating and updating constituent accounts. When importing new constituents, your file must contain columns for the required fields first name and last name.

Import the first five constituents from your file as a test import:

  1. Start a new Constituent import, or use an existing template.
  2. Choose Individual or Organization. Individual and organization constituents cannot be created at the same time, and must be in separate files.
  3. Upload your import file.
  4. Map your data and preview the information.
  5. Verify your information, then click Run.
  6. Search for and spot check the new constituents. Make any adjustments to the accounts, or the file as needed.
  7. Import the rest of the constituents.

Import to Existing Constituents

To avoid creating duplicates, include an individual’s First Name and Last Name, or an Organization’s Organization Name, along with one of the following:

  • Email Address
  • Standardized street address
  • Last seven digits of a phone number

You can also use the Bloomerang Account Number instead of the name and contact information. This also allows you to update individuals and organizations on the same import.

To update existing constituents via import:

  1. Start a new Constituent import, or use an existing template.
  2. Choose Individual or Organization. If you have the Bloomerang Account Numbers, you may include individuals and organizations in the same file, and choose either at this step.
  3. Upload your import file.
  4. Map your data and preview the information.
  5. Verify your information. The screen will show how many new constituents are being created, and how many existing constituents will be updated. Choose how to handle existing constituents, then click Run.

Donations Imports

Import New Donations

This import type allows for creating new donations to new or existing constituents. The required donation fields are Date, Amount, and Fund. Existing donations may not be updated via import so make sure to include all donation information in the file before importing, for example, Campaign, Appeal, etc. Only donations may be imported into Bloomerang.

When importing donations to existing constituents:

  • List each donation on a separate line in your import file.
  • Include information to match constituents on each donation. We recommend the Bloomerang Account Number.

To import new donations:

  1. Start a new Donations import, or use an existing template.
  2. Choose Individual or Organization. If you have the Bloomerang Account Numbers, you may include individuals and organizations in the same file, and choose either at this step.
  3. Upload your import file.
  4. Map your data and preview the information.
  5. Verify your information. The screen will show how many new constituents are being created, how many existing constituents will be updated, and how many new donations will be created. Choose how to handle existing constituents, then click Run.

Interactions Interactions

Import New Interactions

This import type allows for creating new interactions to new or existing constituents. The required interaction fields are Date, Subject, Purpose, and Channel. Interactions may not be updated via import so make sure to include all additional interaction information in the file before importing, for example, custom fields such as Volunteer Hours.

When importing interactions to existing constituents:

  • List each interaction on a separate line in your import file.
  • Include information to match constituents on each donation. We recommend the Bloomerang Account Number.

To import new interactions:

  1. Start a new Interactions import, or use an existing template.
  2. Choose Individual or Organization. If you have the Bloomerang Account Numbers, you may include individuals and organizations in the same file, and choose either at this step.
  3. Upload your import file.
  4. Map your data and preview the information.
  5. Verify your information. The screen will show how many new constituents are being created, how many existing constituents will be updated, and how many new interactions will be created. Choose how to handle existing constituents, then click Run.

Imports are largely irreversible so we always recommend running a test file of the first five rows. You can also send the import file over to Support for review, or chat in for real-time assistance.


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