This article walks through Double the Donation's integration with Bloomerang CRM.
Double the Donation is the industry-leading matching gifts automation solution for nonprofits and educational institutions to identify more matching gift revenue opportunities and drive more matches to completion. You’ll need a Double the Donation account to activate the matching gift functionality within this partner platform. Not a Double the Donation client? Schedule a demo at https://doublethedonation.com/demo-request/.
Note: these instructions are for integrating Double the Donation Matching with Bloomerang's CRM only.
Step #4: Enter your Bloomerang API key and select "Integrate" to complete the connection between Bloomerang CRM and Double the Donation Matching.
How to generate the correct Bloomerang API Key:
In the Bloomerang dashboard, click on 'edit my user' in the top right corner. Partway down the page is 'API keys v2.0' and a button 'generate'. Generate a key (giving it a name, as requested) and that's the key you will use.
Locating Edit My User in Bloomerang:
Generating Bloomerang API Key:
Select "Integrate"
Please Note: The Bloomerang integration may pass historic donation records into your Double the Donation Matching account once you complete the integration. You can prevent historic donation records from receiving the matching gift emails and/or from entering your matching module by setting an exclusion rule. View this guide to learn more.
Bloomerang CRM - Double the Donation FAQs
Q: I don't have a Double the Donation Matching account. How do I get one?
A: Visit https://doublethedonation.com/demo-request/ to request a personalized demo! Make sure you mention that you use Bloomerang in your demo request form.
Q: How frequently will data transfer from Bloomerang CRM into Double the Donation Matching?
A: Double the Donation Matching receives a batch of transaction records from Bloomerang nightly.
Q: I don't want donations made by organizations to flow into Double the Donation Matching. How do I keep this from happening?
A: Good news! The Double the Donation Matching/Bloomerang CRM integration is built to exclude donations made by organizations.