This is a list of all Bloomerang default fields that you may import to. You may also import to custom fields that are already in the database. In all cases, the values must already be created in the database before they can be used in an import. Fields and values may not be created nor deleted via import.

Constituents

Name
Type
Description
Valid Values
Account Number
Pick-one
The constituent's account number. Assigned by Bloomerang. Used as a duplicate match for existing individuals, organizations, or households.
 
Account Status
Pick-one
The constituent's status
Active, Inactive, Deceased
Birthdate
Free-form mm/dd/yyyy
The constituent's date of birth
 
Communication Restrictions
Pick-multiple
How the constituent does not want to be communicated with
Do Not Call, Do Not Mail, Do Not Solicit
Employer
Free-form text
The constituent's employer
 
Envelope Name
Free-form text
The name that should be used on an envelope when sending the constituent mail
 
Facebook Page
Free-form text
The constituent's Facebook ID
 
First Name
Free-form text
The first name of an individual constituent or an organization's primary contact
 
Formal Name
Free-form text
The constituent's formal name
 
Gender
Pick-one
The constituent's gender
Male, Female, Other
Household NameFree-form text
The household's name
Household Sort NameFree-form text
The household's sort name
Informal Name
Free-form text
The constituent's informal name
 
Job Title
Free-form text
The constituent's job title
 
Last Name
Free-form text
The last name of an individual constituent or an organization's primary contact
 
LinkedIn Page
Free-form text
The constituent's LinkedIn ID
 
Middle Name
Free-form text
The middle name of an individual constituent or an organization's primary contact
 
Name Suffix
Pick-one
The suffix of an individual constituent or an organization's primary contact.
 DDS, Esq., II, III, IV, Jr., M.D., Ph.D., Sr., V
Name Title
Pick-one
The title of an individual constituent or an organization's primary contact.
 Atty., Capt, Cmdr, Coach, Col, Dr., Fr., Gen, Gov., Hon., Lt, Maj, Master, Miss, Mr., Mrs., Ms., Mx., Pastor, Pres., Prof., Pvt, Rabbi, Rep., Rev., Sen., Sgt, Sir, Sr.
Organization Name
Free-form text
The name of an organization constituent

Preferred Channel
Pick-one
How the constituent prefers to be contacted
Phone, Email, Mail, Text Message
Recognition Name
Free-form text
How the constituent prefers to be recognized
 
Twitter Handle
Free-form text
The constituent's Twitter ID
 
Website
Free-form text
The constituent's website
 

Addresses

All address fields are free-form text fields. Only one address of each type may be imported at a time. For example, if a constituent has two home addresses, enter only one home address into the import file. The second home address must be entered manually or through another import. For guidelines on entering international addresses, see Enter International Addresses and Phone Numbers.

Name
Description
Home Address
The street of a constituent's home address
Home City
The city of a constituent's home address
Home Country
The country of a constituent's home address
Home State
The state or province of a constituent's home address
Home ZIP Code
The ZIP code of a constituent's home address
Vacation Address
The street of a constituent's vacation address
Vacation City
The city of a constituent's vacation address
Vacation Country
The country of a constituent's vacation address
Vacation State
The state or province of a constituent's vacation address
Vacation ZIP Code
The ZIP code of a constituent's vacation address
Work Address
The street of a constituent's vacation address
Work City
The city of a constituent's vacation address
Work Country
The country of a constituent's vacation address
Work State
The state or province of a constituent's vacation address
Work ZIP Code
The ZIP code of a constituent's vacation address

Email Addresses

All email address fields are free-form email fields. Only one email address of each type may be imported at a time. 

Name
Description
Home Email
The constituent's home email address
Work Email
The constituent's work email address

Phone Numbers

All phone number fields are free-form number fields. Only one phone number of each type may be imported at a time. Phone Numbers must be at least ten digits, and when imported, are automatically formatted as (123) 456-7890.

  • To enter an extension, in the same cell, type x followed by the extension number. For example, (123) 456-7890 x123.
  • Begin international phone numbers with a + sign. For example, +44 5555 123456.
Name
Description
Fax Number
The constituent's fax number
Home Phone Number
The constituent's home phone number
Mobile Phone Number
The constituent's mobile phone number
Work Phone Number
The constituent's work phone number

Donations

The required donation fields are Date, Amount, and Fund. Each donation should have its own line in the import file. 

Name
Type
Description
Valid Values
Acknowledged?
Pick-one
Whether the transaction is marked as acknowledged
Yes, No, Do Not Acknowledge
Amount
Free-form amount
Dollar amount of the transaction
 
Appeal
Pick-one
The appeal that the transaction is applied to
 
Campaign
Pick-one
The campaign that the transaction is applied to
 
Check Date
Free-form mm/dd/yyyy
The date of the check applied to the transaction
 
Check Number
Free-form
number
The number of the check applied to the transaction
 
Date
Free-form mm/dd/yyyy
The date on a transaction. Different from Created Date.
 
EFT Type
Pick-one
The EFT account type used for the transaction
Checking, Savings
Fund
Pick-one
The fund that the transaction is applied to
 
In Kind Description
Free-form
text
The description of the in-kind transaction
 
In Kind Fair Market Value
Free-form amount
The fair market value of the in-kind transaction
 
In Kind Type
Pick-one
The type of in-kind transaction
Service, Goods
Non-deductible
Free-form amount
The non-deductible amount of a transaction
 
Note
Free-form text
The note on a transaction
 
Registration Type
Pick-one


Ticket Quantity
Free-form number


Transaction Method
Pick-one


The transaction's payment method. If left blank, this defaults to Cash.
Cash, Check, Credit Card, EFT, In Kind, None
Tribute Name
Pick-one


Interactions

The required interaction fields are Date, Subject, Purpose, and Channel. Each interaction should have its own line in the import file. 

Name
Type
Description
Valid Values
Channel
Pick-one
The channel selected on the interaction.
Email, In Person, Mail, Mass Email, Phone, Social Media, Text Message, Website, Other.
Date
Free-form mm/dd/yyyy
The date on the interaction.
 
Initiated by Constituent
Pick-one
Whether the constituent started the interaction.
Yes, No
Note
Free-form text
The note on the interaction.
 
Purpose
Pick-one
The purpose on the interaction.
Acknowledgement, Impact/Cultivation, Newsletter, Pledge Reminder, Receipt, Solicitation, Special Event, Volunteer Activity, Welcome, Other
Subject
Free-form text
The subject of the interaction.
 

Notes

The required note fields are Date, and Note. Each note should have its own line in the import file. 

Name
Type
Description
Date
Free-form mm/dd/yyyy
The date on the note.
Note
Free-form text
The note on the note.


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