Bloomerang to Virtuous CRM+ Mapping
How does my Bloomerang data change in CRM+?
KEY:
Bloomerang Data
how we transform the data
This diagram offers a visual overview on how your data is likely to map from Bloomerang to Virtuous CRM+.
corresponding CRM+ Data
Constituent Record
Relationships
Contact
Foundation
Organization or
Relationships in Bloomerang typically become Relationships in CRM+ to connecting Contacts and/or Individuals.
Constituent also becomes Primary Individual under Contact.
Constituent: Organization
Contact
Household
Spouses are merged into a Household Contact.
Constituent: Individual
Communication Preferences
The Communication Preferences in Bloomerang become Tags to categorize and label Contact records in CRM+.
Individual
under Contact
Interactions
Gift Record
NOTES
Interactions
Recurring Gift
payment schedule
Recurring Gift
Recurring Donation
Tasks
Membership
TASKS
and
Custom Fields
Gift
on Contact Record
Donation
Gift
Gift:
If event related:
Event
If volunteer related:
Volunteer opportunity
and
Pledges
Pledge
Custom Field
payment schedule
Custom Field
on Gift Record
If gift offers privileges for the donor
Soft Credits
Membership
Tributes
If activity is a foundation solicitation:
Each Gift will have only one Tribute mapped with options available for retaining remaining data. Notificants become Acknowledgees.
Each Gift will have only one Soft Credit mapped to Passthrough Giver with options available for retaining remaining data.
Grant
If activity is a major donor solicitation:
Gift Ask
Fund
Campaign Record
Does the Campaign represents a group of fundraising efforts?
Fund
Campaign
Campaign
Funds in Bloomerang map to Projects in CRM+ if they reflect how the money is being used.
Specific fundraising efforts in Bloomerang become Communications.
Appeal
Campaign
Communication
Typically the Appeal name is duplicated to create the CRM+ Segment.
Project
Segment
For more product help: support.virtuous.org
To represent how funds were raised:
OR
Bloomerang to CRM+ Mapping
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Transcript
Bloomerang to Virtuous CRM+ Mapping
How does my Bloomerang data change in CRM+?
KEY:
Bloomerang Data
how we transform the data
This diagram offers a visual overview on how your data is likely to map from Bloomerang to Virtuous CRM+.
corresponding CRM+ Data
Constituent Record
Relationships
Contact
Foundation
Organization or
Relationships in Bloomerang typically become Relationships in CRM+ to connecting Contacts and/or Individuals.
Constituent also becomes Primary Individual under Contact.
Constituent: Organization
Contact
Household
Spouses are merged into a Household Contact.
Constituent: Individual
Communication Preferences
The Communication Preferences in Bloomerang become Tags to categorize and label Contact records in CRM+.
Individual
under Contact
Interactions
Gift Record
NOTES
Interactions
Recurring Gift
payment schedule
Recurring Gift
Recurring Donation
Tasks
Membership
TASKS
and
Custom Fields
Gift
on Contact Record
Donation
Gift
Gift:
If event related:
Event
If volunteer related:
Volunteer opportunity
and
Pledges
Pledge
Custom Field
payment schedule
Custom Field
on Gift Record
If gift offers privileges for the donor
Soft Credits
Membership
Tributes
If activity is a foundation solicitation:
Each Gift will have only one Tribute mapped with options available for retaining remaining data. Notificants become Acknowledgees.
Each Gift will have only one Soft Credit mapped to Passthrough Giver with options available for retaining remaining data.
Grant
If activity is a major donor solicitation:
Gift Ask
Fund
Campaign Record
Does the Campaign represents a group of fundraising efforts?
Fund
Campaign
Campaign
Funds in Bloomerang map to Projects in CRM+ if they reflect how the money is being used.
Specific fundraising efforts in Bloomerang become Communications.
Appeal
Campaign
Communication
Typically the Appeal name is duplicated to create the CRM+ Segment.
Project
Segment
For more product help: support.virtuous.org
To represent how funds were raised:
OR