Bloomerang Integration Overview & Setup

WeGive's Bloomerang integration provides bi-directional sync between your WeGive platform and Bloomerang CRM. Once connected, supporter records, transactions, and funds stay in sync across both systems automatically.

This article covers what the integration does and walks you through the full setup process.

What Data Syncs

Sync Timing

WeGive to Bloomerang syncs in real time. When a donation is made, a supporter is created, or a record is updated in WeGive, that data is pushed to Bloomerang immediately.

Bloomerang to WeGive syncs automatically every 15 minutes. WeGive pulls the latest changes from Bloomerang on this interval. You can also trigger a manual sync at any time.

Before You Begin

Make sure you have:

• Admin access to Bloomerang with permission to generate API keys

• Admin access to your WeGive dashboard

• Your Bloomerang API Key (v2.0, generated from Bloomerang Settings)

• Your Default Fund ID from Bloomerang

Environment matching is required. WeGive test accounts (marked with "[TEST]") can only connect to Bloomerang Sandbox instances. Production WeGive accounts can only connect to Bloomerang production instances. There is no cross-environment syncing.

Step 1: Generate Your Bloomerang API Key

1. Log into Bloomerang as an Administrator

2. Go to Settings > Users

3. In the API Keys v2.0 section, click Generate

4. Give it a descriptive name (e.g., "WeGive Integration Key")

5. Copy the generated API key and save it somewhere safe

The API user must have full administrative permissions for the integration to work correctly.

Step 2: Find Your Default Fund ID

Bloomerang requires all transactions to have a Fund ID. You need to provide your default fund's ID during setup.

1. In Bloomerang, go to Settings > Custom Data > Funds

2. Find the fund marked as "Default"

3. Click on the fund

4. Copy the ID from the URL in your browser's address bar

5. Save this Fund ID

This is a required field. Without it, all transaction syncs will fail.

Step 3: Connect the Integration in WeGive

1. In WeGive, go to Data > Integrations

2. Click "+ New Integration"

3. Select Bloomerang and click Create

4. Paste your Bloomerang API Key into the API Key field

5. Paste your Default Fund ID

6. Click Save and refresh the page

Step 4: Configure Sync Options

After saving your credentials, enable the sync functionality you want. Each data type can be toggled independently for push (WeGive to Bloomerang) and pull (Bloomerang to WeGive):

We recommend turning on all available functionality for near real-time sync between both systems.

Step 5: Enable and Begin Initial Sync

1. Click Enable to activate the integration

2. Click Begin Sync to start the initial data import

Important: The initial sync can take 60 minutes or longer depending on your data volume. Bloomerang's API is limited to 20 records per request, which makes large dataset imports slow. This is normal. You do not need to stay on the page while the sync runs.

Once the initial sync completes, all subsequent syncs will only process changes since the last update and will be much faster.

Manual Sync Options

After your initial sync, you can trigger a manual sync at any time from your Bloomerang integration settings:

Sync All performs a complete re-sync of all data from Bloomerang. Use this if you suspect data has fallen out of sync or after making bulk changes.

Sync Since Last Update only syncs records that have changed since the last successful sync. This is faster and is the better choice for routine catch-ups.

Next Steps

• To understand how to monitor your sync and handle errors, see Sync Behavior & Monitoring

• If something isn't working, see the Bloomerang Troubleshooting section