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Transaction Mapping

This document provides comprehensive mapping details between WeGive transaction objects and Bloomerang transaction records, including donations, payments, and fund designations.

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Overview

Bloomerang uses the Transaction object to represent all financial interactions including donations, pledge payments, and recurring gifts. WeGive maps these to the Transaction object with appropriate categorization and metadata.

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Core Transaction Mapping

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Primary Fields

WeGive Field	Bloomerang Field	Type	Required	Transformation
id	Correlation ID	String	No	Stored in WeGive bloomerang_id
amount	Amount	Decimal	Yes	Cents to dollars (÷100)
created_at	Date	DateTime	Yes	UTC to organization timezone
owner (donor_id)	AccountId	Integer	Yes	Linked constituent ID
status	IsRefunded	Boolean	No	Success=false, Refunded=true
source_type	Method	String	No	Payment method mapping
fee_amount	Fee	Decimal	No	Processing fees (cents to dollars)

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Extended Fields

WeGive Field	Bloomerang Field	Transformation	Notes
currency	CurrencyCode	Direct mapping	Defaults to USD
reference	CreditNote	Reference number	Transaction ID or check number
memo	Note	Direct mapping	Internal notes or memo
fund_id	Designations[0].FundId	Fund correlation	Primary fund designation

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Transaction Types

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Donation Transactions

Standard Donation Behavior: When a donation is processed in WeGive, the transaction information syncs to Bloomerang with:

• Amount Conversion: Amounts stored in cents in WeGive convert to dollars in Bloomerang
• Timezone Handling: Transaction timestamps convert from UTC to your organization’s timezone
• Payment Method Mapping: Payment types map to appropriate Bloomerang methods
• Fee Tracking: Processing fees sync separately when available
• Fund Assignment: Donations link to the appropriate fund or default fund

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Recurring Donation Transactions

Recurring Gift Processing: Recurring donations from WeGive sync to Bloomerang with:

• Recurring Status: Transactions are marked as recurring in Bloomerang
• Schedule Connection: Links to the recurring donation schedule
• Payment Method: Bank transfers typically used for recurring gifts
• Fund Assignment: Consistent designation across all recurring payments
• Transaction History: Each recurring payment creates a separate transaction record

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Payment Method Mapping

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Source Type Transformation

WeGive Source Type	Bloomerang Method	Description
card	CreditCard	Credit/debit card payments
bank	EFT	Electronic fund transfers/ACH
check	Check	Check payments
cash	Cash	Cash donations
venmo	CreditCard	Venmo payments (treated as card)
paypal	CreditCard	PayPal payments (treated as card)
crypto	None	Cryptocurrency donations
stock	Stock	Stock/securities donations
other	None	Unknown or other methods

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Payment Method Processing

The system automatically maps WeGive payment types to the appropriate Bloomerang payment methods, ensuring consistent categorization across both platforms.

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Fund Designation Mapping

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Single Fund Designation

Simple Fund Assignment: When a transaction has a single fund designation:

• The transaction amount is assigned entirely to the specified fund
• WeGive fund IDs are mapped to corresponding Bloomerang fund IDs
• Anonymous designation settings are preserved when available

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Multiple Fund Allocations

Split Designations: When a transaction is split across multiple funds:

• Each fund allocation creates a separate designation in Bloomerang
• Individual amounts are preserved for each fund
• The sum of all designations equals the total transaction amount
• Fund mapping maintains the connection between WeGive and Bloomerang funds

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Default Fund Handling

No Fund Specified: When a transaction doesn’t have a specific fund designation:

• The transaction is automatically assigned to your organization’s default fund
• This ensures all transactions have proper fund designations in Bloomerang
• The default fund can be configured in your integration settings

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Data Transformation

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Amount Processing

Currency Conversion:

• WeGive stores amounts in cents for precision
• Bloomerang uses dollar amounts with two decimal places
• Conversion happens automatically during sync
• Ensures accuracy for all financial calculations

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Date Processing

Timezone Conversion:

• Transaction dates in WeGive are stored in UTC
• Bloomerang receives dates in your organization’s local timezone
• Automatic conversion ensures dates display correctly in both systems
• Time zone settings are managed in your organization profile

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Status Mapping

Transaction Status Processing:

• Successful transactions sync as normal donations
• Refunded transactions are marked as refunded in Bloomerang
• Partial refunds include notes explaining the refund status
• Failed or canceled transactions do not sync to maintain clean records

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Sync Operations

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Push Operation (WeGive → Bloomerang)

Creating Transactions: When a transaction is created in WeGive, the sync process:

• Ensures the donor exists as a constituent in Bloomerang
• Converts amounts from cents to dollars
• Adjusts timestamps to your organization’s timezone
• Maps payment methods to Bloomerang categories
• Assigns fund designations or uses the default fund
• Includes processing fees, notes, and reference numbers when available
• Handles refund status appropriately
• Links the transaction records between both systems

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Pull Operation (Bloomerang → WeGive)

Importing Transactions: When importing transactions from Bloomerang into WeGive:

• Finds or creates the corresponding donor record
• Converts dollar amounts to cents for WeGive storage
• Adjusts timestamps from organization timezone to UTC
• Maps Bloomerang payment methods to WeGive categories
• Imports refund status and transaction notes
• Links fund designations to WeGive funds
• Includes processing fees and reference information
• Maintains connection between the systems for future updates

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Transaction Categories

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Transaction Type Mapping

Transaction Type Mapping: Bloomerang transaction types automatically map to corresponding WeGive categories:

• Donation: Standard one-time donations
• PledgePayment: Payments toward pledges
• RecurringDonation: Recurring/subscription donations
• Grant: Grant funding
• InKind: In-kind donations
• Membership: Membership fees
• Other: Miscellaneous transactions

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Special Transaction Handling

Pledge Payments:

• Transactions linked to pledges maintain their connection across both systems
• When a pledge exists, payments are properly categorized as pledge payments
• If no pledge connection is found, transactions are treated as regular donations
• Pledge relationships preserve donor commitment tracking

Recurring Donations:

• Recurring transactions maintain links to their recurring donation schedules
• Each recurring payment is processed as an individual transaction
• Schedule information syncs to maintain donor subscription details
• Recurring patterns are preserved across both platforms

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Validation and Error Handling

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Data Validation

Required Field Validation: Transactions must meet these requirements to sync successfully:

• Constituent Connection: Transaction must be linked to an existing constituent
• Valid Amount: Transaction amount must be greater than zero
• Transaction Date: A valid transaction date is required
• Fund Designation: At least one fund designation must be specified

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Common Validation Issues

Missing Constituent:

• If a transaction’s donor doesn’t exist in Bloomerang, the system automatically creates the constituent first
• This ensures all transactions have valid donor connections
• Constituent creation happens seamlessly during transaction sync

Invalid Fund Mapping:

• If a specified fund doesn’t exist in Bloomerang, the transaction uses your default fund
• This prevents transaction sync failures due to fund mapping issues
• Fund mappings can be configured in your integration settings

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Sync Performance and Reliability

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Batch Processing

Efficient Synchronization:

• Transactions sync in optimized batches for better performance
• Large volumes of transactions are processed in manageable chunks
• System includes automatic rate limiting to respect API constraints
• Failed transactions are logged and can be retried

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Data Consistency

Reliable Fund Mapping:

• Fund mappings are cached to improve sync performance
• System maintains accurate connections between WeGive and Bloomerang funds
• Automatic fallback to default funds prevents sync failures
• Regular validation ensures data quality across both platforms

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Sync Monitoring

Transaction Sync Tracking:

• All sync operations are logged with detailed status information
• Success and error states are tracked for each transaction
• Transaction metadata includes amounts, IDs, and fund information
• Comprehensive logging enables troubleshooting and audit trails

This transaction mapping ensures accurate financial data synchronization between WeGive and Bloomerang while maintaining transaction integrity and proper fund accounting across both platforms.