This article walks through Double the Donation's integration with Bloomerang CRM.
360MatchPro 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 360MatchPro account to activate the matching gift functionality within this partner platform. Not a 360MatchPro client? Schedule a demo at https://360matchpro.com/demo-request/.
Step-by-step: Establishing a direct link between 360MatchPro by Double the Donation and Bloomerang CRM
Note: these instructions are for integrating 360MatchPro by Double the Donation with Bloomerang's CRM only.
Step #4: Enter your Bloomerang API key and select "Integrate" to complete the connection between Bloomerang CRM and 360MatchPro.
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.
Please Note: The Bloomerang integration may pass historic donation records into your 360MatchPro account once you complete the integration. You can prevent historic donation records from receiving the matching gift emails and/or from entering your 360MatchPro account by setting an exclusion rule. View this guide to learn more.
Bloomerang CRM - Double the Donation FAQs
Q: I don't have a 360MatchPro account. How do I get one?
A: Visit https://360matchpro.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 360MatchPro?
A: 360MatchPro receives a batch of transaction records from Bloomerang nightly.
Q: I don't want donations made by organizations to flow into 360MatchPro. How do I keep this from happening?
A: Good news! The 360MatchPro/Bloomerang CRM integration is built to exclude donations made by organizations.