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      Does Double the Donation Integrate with Bloomerang CRM?

      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 #1: Log into 360MatchPro at  https://doublethedonation.com/members/.
       
      Step #2: Navigate to the "Integrations" tab and select "Browse". Use the Browse Partner Directory to search "Bloomerang". 
       
      Step #3: Select "Activate Integration". 
       

       

      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.

       
      Locating Edit My User in Bloomerang:

      Screenshot 3-1-2024 at 09.47 AM (1)

      Generating Bloomerang API Key:


      Screenshot 3-1-2024 at 09.44 AM

      Select "Integrate"

       

       
      Congratulations! Individual donations flowing into your Bloomerang CRM will now flow into 360MatchPro.
       

      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. 

       

      Q: If I'm using Givebutter with Bloomerang, what should I do to make sure I don't end up with duplicate donations in 360MatchPro?
      A:  This is a common combination of integrations! 360MatchPro is well-suited to help you manage this configuration. We recommend reviewing this article for best practices in managing multiple integrations. Specifically, we recommend activating the Duplicate Donations exclusion rule for multiple integrations,  which you can learn more about here.