HiRaiser - Bloomerang CRM Integration
Type of Integration: Direct
How it Works
One-way data transfer in real time. Each time a donation or pledge is submitted via HiRaiser, it is recorded in Bloomerang. Subsequent changes in HiRaiser are not reflected in Bloomerang (and vice versa).
Available Settings (for each HiRaiser donate page or campaign):
- Campaign NameLinks each submission with a "Campaign" in Bloomerang - make sure the Campaign spelling entered in or provided to HiRaiser matches exactly the Campaign in Bloomerang.
- Fund NameLinks each submission with a "Fund" in Bloomerang - make sure the Fund spelling entered in or provided to HiRaiser matches exactly the Fund in Bloomerang.
Setting Campaign and Fund Names
NOTE: The Campaign Name and Fund Name must match exactly or Bloomerang will not accept the donation record.
In Bloomerang:
Go to "Settings" in the left menu and then to Campaigns and/or Funds.
Create the Campaign and/or Fund names you want to use.
Go to "Settings" in the left menu and then to Campaigns and/or Funds.
Create the Campaign and/or Fund names you want to use.
In HiRaiser:
Go to the Advanced settings tab for the campaign, under Integrations > External CRM.
Copy/paste the Campaign/Fund name exactly from Bloomerang.
Copy/paste the Campaign/Fund name exactly from Bloomerang.
What We Need
Website Tracking API Key - you can find it by selecting "Settings" in the left menu and then "Website Tracking."
This link might take you right there: https://crm.bloomerang.co/Settings/Widget/Template/WebsiteVisitTracking
IMPORTANT: Do not email sensitive payment gateway credentials – they need to be shared securely as follows: Go to the settings page in your HiRaiser dashboard and paste the API keys into the “Secure Admin Notes” field at the bottom of the page, and then click "Save".
If you have trouble with any part of the process, or if you prefer that we handle it, you can give us access or create an admin/developer user for us on your account, and we’ll take care of it for you.