Make Fundraise Up talk to your CRM by enabling our Bloomerang integration, which sends data in near real-time and helps centralize your data in one place.
Choose Bloomerang on the Integrations page in Settings
In your Fundraise Up dashboard, click your org's name in the top right, click Settings, and in the left-hand menu of your Settings area, choose Integrations.
On the Integrations page, click Add integration and choose Bloomerang from the available options to be directed to the Bloomerang Integration page.
Connect your Bloomerang Account
Click the Connect Bloomerang button.
Enter your Bloomerang username and password - we use this to connect the two systems.
Reviewing the Settings
Congratulations, Fundraise Up is now connected to your Bloomerang and will pull in the various campaigns, funds, etc. that you have in Bloomerang for mapping! That being said, CRMs are expansive, so now please click into the Settings area for the Bloomerang integration to set at least the basic values for default donations.
In order to be fully operational with Bloomerang, the only mandatory setting in this area to set is Default Fund - if you set that field appropriately and Save Changes, records will get generated in Bloomerang for Fundraise Up donations and map info on a basic level.
You may want to review the other settings available to ensure that records are getting created in Bloomerang exactly as you'd like. We cover this Settings area completely in our Customizing the Bloomerang Integration article.