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Setup Requirements

Before configuring the WeGive Bloomerang integration, ensure you meet all the necessary prerequisites and have access to the required resources.

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Prerequisites

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Bloomerang Account Requirements

• Active Subscription: Valid Bloomerang CRM subscription
• API Access: Bloomerang account with API access enabled
• Administrator Privileges: Admin-level access to generate API keys
• Version Compatibility: Bloomerang API v2 access

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WeGive Account Requirements

• Organization Admin: Administrator privileges in your WeGive organization
• Integration Access: Access to the WeGive integrations dashboard
• Billing Status: Active WeGive subscription with integration features enabled

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Required Information

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From Bloomerang

Gather the following information from your Bloomerang account:

1. API Key

   • Generated from Bloomerang Settings → API Access
   • Keep this secure - it provides full access to your Bloomerang data

2. Default Fund ID

   • At least one fund must exist in Bloomerang
   • This fund will be used for transactions without specific designations
   • Note the Fund ID from your Bloomerang fund settings

3. Account Structure

   • Review existing constituent records
   • Understand your current fund organization
   • Identify any custom fields in use

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From WeGive

Ensure you have:

1. Organization ID: Your WeGive organization identifier
2. Admin Access: Ability to configure integrations
3. Data Review: Understanding of existing donor and transaction data

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API Access Setup

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Generating Bloomerang API Key

1. Login to Bloomerang

   • Access your Bloomerang CRM dashboard
   • Ensure you have administrator privileges

2. Navigate to API Settings

   • Go to Settings → API Access
   • If API access is not visible, contact Bloomerang support

3. Generate New Key

   • Click Generate New API Key
   • Copy the generated key immediately
   • Store securely - this key won’t be shown again

4. Test API Access

   • Verify the key works by making a test API call
   • Ensure proper permissions are assigned

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API Permissions

Your API key must have access to:

• Constituents: Read and write access for donor management
• Transactions: Read and write access for donation processing
• Funds: Read and write access for designation management
• Addresses: Read and write access for contact information

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Data Preparation

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Bloomerang Data Review

Before integration setup:

1. Clean Existing Data

   • Remove duplicate constituent records
   • Standardize naming conventions
   • Verify contact information accuracy

2. Fund Structure

   • Ensure at least one active fund exists
   • Review fund naming and organization
   • Note fund IDs for mapping purposes

3. Constituent Categories

   • Understand individual vs. organization types
   • Review any custom constituent categories in use

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WeGive Data Review

1. Donor Records

   • Review existing donor profiles
   • Identify potential duplicates with Bloomerang
   • Prepare for initial matching process

2. Transaction History

   • Review donation records that need syncing
   • Understand fund/designation mappings
   • Plan for historical data import if needed

3. Fund Alignment

   • Compare WeGive funds with Bloomerang funds
   • Plan fund mapping strategy
   • Identify any new funds needed

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Network and Security

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Firewall Configuration

Ensure your network allows:

• Outbound HTTPS: Port 443 to api.bloomerang.co
• API Endpoints: Access to Bloomerang API v2 endpoints
• Rate Limiting: No restrictions on API call frequency

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Security Considerations

1. API Key Storage

   • Store API keys securely
   • Rotate keys periodically
   • Monitor API usage for unexpected activity

2. Data Privacy

   • Ensure compliance with data protection regulations
   • Review data sharing agreements
   • Understand data residency requirements

3. Access Control

   • Limit integration access to necessary personnel
   • Use role-based permissions
   • Maintain audit logs of configuration changes

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Testing Environment

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Recommended Setup

1. Bloomerang Sandbox

   • Use Bloomerang test environment if available
   • Create test data for integration validation

2. WeGive Test Mode

   • Utilize WeGive’s test connection feature
   • Validate configuration before going live

3. Data Backup

   • Export current data from both systems
   • Maintain backups before initial sync
   • Document rollback procedures

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Technical Specifications

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API Rate Limits

• Default Limit: 1000 requests per hour
• Burst Capacity: Short-term higher limits available
• Retry Logic: Automatic backoff and retry handling

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Data Volume Considerations

• Large Datasets: Plan for longer initial sync times
• Concurrent Operations: Understand API concurrency limits
• Batch Processing: Leverage batch endpoints for efficiency

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Integration Frequency

• Real-time Sync: For critical updates
• Scheduled Sync: For bulk operations
• Manual Triggers: For testing and recovery

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Validation Checklist

Before proceeding with setup:

• Bloomerang account has API access enabled
• API key generated and tested
• Default fund identified and configured
• WeGive admin access confirmed
• Network connectivity verified
• Data backup completed
• Security policies reviewed
• Testing strategy planned

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Common Issues

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API Access Problems

Issue: Cannot generate API key

• Solution: Contact Bloomerang support to enable API access
• Check: Verify account subscription includes API features

Issue: API key authentication fails

• Solution: Regenerate API key and verify proper copying
• Check: Ensure no extra spaces or characters in key

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Data Preparation Issues

Issue: No funds exist in Bloomerang

• Solution: Create at least one fund before integration setup
• Check: Verify fund is active and properly configured

Issue: Duplicate constituent records

• Solution: Clean duplicates before initial sync
• Check: Use Bloomerang’s duplicate detection tools

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Next Steps

Once requirements are met:

1. Proceed to Configuration Options
2. Review Technical Implementation
3. Study Data Mapping details