A step by step guide to activating your TrueGivers & Bloomerang integration
Step 1: The TrueGivers & Bloomerang integration is included in the cost of your Bloomerang subscription. To activate it, log in as an admin user and go to “My Organization” settings.
Step 2: Activate the integration via the "Activate NCOA Processing" button located in your Bloomerang "My Organization" settings. This will automatically setup your integration.
You can find more information on activating your integration via the "Activate NCOA Processing" button in our process guide here: https://truegivers.com/bloomerang-process.
Step 3: Once you have activated, you will be directed to the Data Stewardship Dashboard. TrueGivers will automatically prepare your integration and download your data base for processing.
Step 4: When Truegivers finishes processing your data, the dashboard is updated to show high-level hygiene details. Your database will begin synchronizing automatically on a nightly basis.
You can read more about the Data Stewardship Dashboard here: https://truegivers.com/bloomerang-training.
Step 1: Prior to your first synchronization, the default custom fields will be displayed on your dashboard. Birth Year will be selected by default. You can select any of the additional custom fields for synchronization simply by checking the box next to the custom field you would like include in future synchronizations. After your initial synchronization you can edit these in the integration settings by clicking the gear icon in the upper right. You can read more about custom fields here: https://truegivers.com/bloomerang-data
Step 2: The integration settings allow you to select which users receive notifications, adjust how postal codes, addressee and deceased are updated, and choose which custom fields to include when synchronizing. You may also enable or disable updates with the button in the top right corner. Once you have selected your preferred settings, click save in the top left corner. Clicking the Green leaf above the save button will return you to the dashboard.
Step 3: If you have any questions about your integration setup or settings, you can live chat with our support team by clicking the live chat icon in the bottom right corner. Our support staff is available to answer your questions via chat, email or phone 8am – 6pm CST Monday through Friday.
Synchronizing your data
Step 1: You can search individual records and synchronize them to see how the nightly synchronization will update your records. Just search for a record using the “search records” box. You can then click “synchronize” and “revert” to synchronize the record to Bloomerang or revert the change. This allows you to test your custom fields and integration settings prior to a full synchronization.
You can read more about this under the "Search Your Records" section of our training guide here:
Step 2: The dashboard will indicate when your database will be synchronized next. You can always synchronize immediately by clicking the “synchronize button” on the right of your dashboard.
Step 3: Your database downloads and synchronizes automatically on a nightly basis. If you would like to download new data between synchronizations, you can simply click “download” in the upper right of your dashboard. If you would like to temporarily pause the automatic synchronization, you can click the “pause integration” button.