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ACADEMY

Batch Entry with Google Sheets

 

Do you spend a lot of time entering batches of gifts into Bloomerang, including pledge payments and recurring donation payments? Learn how our integration with Google Sheets can help!

Diana Otero
Diana Otero is a Product Marketing Manager at Bloomerang. She served on the board of the Nantahala Hiking Club, one of the 31 trail maintaining clubs of the Appalachian Trail Conservancy, a nonprofit organization driven and powered by volunteers.

Comments

  • Willie Abrams

    Can you pull bloomerang data into Google sheets using this extension? We have some folks who need a donor list and aren’t connected to bloomerang

  • Ryan Ellis

    Hey Katherine, In order to turn a spreadsheet into a batch entry template you need to install the Bloomerang extension in Google Sheets. To do this you can go here, or in sheets go to the top navigation, Extensions > Add-ons > Get Add-ons. From there you can search "Bloomerang" and install the extension. Once installed you can go to Extensions > Bloomerang > Enable for this Sheet. I hope that helps and if you have any more questions let us know. Thanks! Ryan

  • Katherine Mueller

    This looks like it could be a great time saveer, bu you jumped into a step that you didn't explain right away at the start of this video. At 5:53 you turned your spreadsheet into a batch entry template via some sort of tool that I can't find in Bloomerang. Can you please explain how you got there?

  • John Kirkwood

    This is so impressive - well done! Can't wait to use it! (We're currently migrating). Question: will importing a batch of donations initiate automatic tax receipts?
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