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Data Mapping Overview

This document provides a comprehensive overview of how the WeGive donor platform maps to Bloomerang CRM objects, including standard Bloomerang objects and their relationships with WeGive API endpoints.

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Object Mapping Categories

The Bloomerang integration maps objects across two main categories:

1. Bloomerang CRM Objects
   • Core constituent management
   • Transaction and donation tracking
   • Fund and designation management
2. WeGive Platform Objects
   • Donor engagement platform
   • Payment processing system
   • Campaign and fundraising tools

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Core Object Mappings

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Constituent Management

Bloomerang Object	Type	WeGive Object	API Endpoint	Sync Direction
Constituent	Individual	Donor (Individual)	/donors/{donor}	Bidirectional
Constituent	Organization	Donor (Organization)	/donors/{donor}	Bidirectional
Address	-	Address	Embedded in donor	Bidirectional
Phone	-	Phone	Embedded in donor	Bidirectional
Email	-	Email	Embedded in donor	Bidirectional

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Transaction Management

Bloomerang Object	Type	WeGive Object	API Endpoint	Sync Direction
Transaction	Donation	Transaction	/transactions/{transaction}	Bidirectional
Transaction	Pledge Payment	Transaction	/transactions/{transaction}	Bidirectional
Transaction	Recurring	Transaction	/transactions/{transaction}	Bidirectional
Designation	-	Fund Allocation	/fund_allocations/{allocation}	Bidirectional

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Fund Management

Bloomerang Object	Type	WeGive Object	API Endpoint	Sync Direction
Fund	-	Fund	/funds/{fund}	Bidirectional

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Bloomerang Object Details

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Constituent Object

The Constituent object in Bloomerang represents both individual donors and organizations:

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Individual Constituent Fields

• Basic Information: First name, middle name, last name
• Contact Details: Primary email and phone number
• Address Information: Complete mailing address
• Identification: Unique Bloomerang ID for tracking

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Organization Constituent Fields

• Organization Name: Full legal or business name
• Address Information: Primary business address
• Identification: Unique Bloomerang ID for tracking

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Transaction Object

The Transaction object represents all financial interactions and includes:

• Financial Details: Donation amount, date, and payment method
• Donor Link: Connection to the constituent who made the donation
• Fund Designation: Which fund(s) the donation supports
• Transaction Status: Whether the donation was successful or refunded
• Processing Information: Fees and reference numbers

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Fund Object

The Fund object represents giving categories and designations with:

• Fund Information: Name, description, and current status
• Financial Goals: Target amounts and progress tracking
• Category Classification: Type of fund (general, restricted, etc.)
• Organization: Display order and management settings

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WeGive Object Mappings

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Donor Object Mapping

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Individual Donor to Bloomerang Constituent

WeGive Field	Bloomerang Field	Transformation	Required
id	Stored as correlation ID	-	No
first_name	FirstName	Default “FNU” if empty	Yes
middle_name	MiddleName	Direct mapping	No
last_name	LastName	Default “LNU” if empty	Yes
email_1	PrimaryEmail.Value	Email validation	No
mobile_phone	PrimaryPhone.Number	Phone formatting	No
mailing_address	PrimaryAddress	Address object	No

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Organization Donor to Bloomerang Constituent

WeGive Field	Bloomerang Field	Transformation	Required
id	Stored as correlation ID	-	No
name	FullName	Direct mapping	Yes
mailing_address	PrimaryAddress	Address object	No

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Transaction Object Mapping

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WeGive Transaction to Bloomerang Transaction

WeGive Field	Bloomerang Field	Transformation	Required
id	Stored as correlation ID	-	No
amount	Amount	Cents to dollars conversion	Yes
created_at	Date	Timezone conversion	Yes
owner (donor)	AccountId	Linked constituent	Yes
fund	Designations.FundId	Fund mapping	Yes
source_type	Method	Payment method mapping	Yes
status	IsRefunded	Status to boolean	No

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Payment Method Mapping

WeGive Source Type	Bloomerang Method	Description
card	CreditCard	Credit/debit card payments
bank	EFT	Electronic fund transfers
check	Check	Check payments
cash	Cash	Cash donations
other	None	Other/unknown payment methods

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Fund Object Mapping

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WeGive Fund to Bloomerang Fund

WeGive Field	Bloomerang Field	Transformation	Required
id	Stored as correlation ID	-	No
name	Name	Direct mapping	Yes
bloomerang_id	Id	External ID tracking	No

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Data Synchronization Rules

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Correlation ID Management

Primary Keys:

• WeGive uses bloomerang_id fields to track Bloomerang record IDs
• Bloomerang uses custom fields or notes to track WeGive IDs

Matching Logic:

1. Exact ID Match: Use correlation IDs when available
2. Email Matching: For donors without correlation IDs
3. Name + Address: Fallback for organizations
4. Create New: When no match found

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Sync Direction Rules

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Push Operations (WeGive → Bloomerang)

• New Records: Create new Bloomerang records
• Existing Records: Update based on correlation ID
• Data Precedence: WeGive data overwrites Bloomerang data
• Required Fields: Ensure all Bloomerang required fields are populated

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Pull Operations (Bloomerang → WeGive)

• New Records: Create new WeGive records
• Existing Records: Update based on correlation ID
• Data Precedence: Bloomerang data overwrites WeGive data
• Field Mapping: Transform Bloomerang format to WeGive format

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Conflict Resolution

Duplicate Prevention:

• Email address uniqueness for individual donors
• Organization name uniqueness for organization donors
• Transaction reference number tracking

Update Strategy:

• Last Modified Wins: Most recent update takes precedence
• Field-Level Merging: Specific field update rules
• Manual Review: Flag conflicts for administrative review

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API Endpoint Reference

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WeGive API Endpoints

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Donor Management

• GET /donors - List all donors
• GET /donors/{donor} - Get specific donor
• POST /donors - Create new donor
• PUT /donors/{donor} - Update existing donor
• DELETE /donors/{donor} - Delete donor

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Transaction Management

• GET /transactions - List all transactions
• GET /transactions/{transaction} - Get specific transaction
• POST /transactions - Create new transaction
• PUT /transactions/{transaction} - Update existing transaction

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Fund Management

• GET /funds - List all funds
• GET /funds/{fund} - Get specific fund
• POST /funds - Create new fund
• PUT /funds/{fund} - Update existing fund

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Bloomerang API Endpoints

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Constituent Management

• GET /constituents - List all constituents
• GET /constituent/{id} - Get specific constituent
• POST /constituent - Create new constituent
• PUT /constituent/{id} - Update existing constituent

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Transaction Management

• GET /transactions - List all transactions
• GET /transaction/{id} - Get specific transaction
• POST /transaction - Create new transaction
• PUT /transaction/{id} - Update existing transaction

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Fund Management

• GET /funds - List all funds
• GET /fund/{id} - Get specific fund
• POST /fund - Create new fund
• PUT /fund/{id} - Update existing fund

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Integration Notes

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Data Validation

Required Field Validation:

• Bloomerang requires at least FirstName OR LastName for individuals
• WeGive defaults empty names to “FNU” (First Name Unknown) and “LNU” (Last Name Unknown)
• Amount fields must be positive values
• Email fields must pass validation if provided

Format Requirements:

• Phone numbers: Flexible formatting, stored as provided
• Email addresses: Must be valid email format
• Dates: ISO 8601 format for API calls
• Amounts: Decimal format with 2 decimal places

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Performance Considerations

Batch Processing:

• Maximum 50 records per API call
• Rate limiting: 1000 requests per hour
• Pagination using skip/take parameters

Error Handling:

• Automatic retry for transient failures
• Detailed error logging for data validation issues
• Graceful degradation for partial failures

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Related Documentation

• Constituent Mapping
• Transaction Mapping
• Fund Mapping
• Address Mapping

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Coming Soon

Future integration features under development:

• Communication Preferences: Sync email/phone preferences
• Custom Fields: Organization-specific field mapping
• Pledge Management: Enhanced pledge and commitment tracking
• Event Integration: Event registration and participation data