---
title: 🔗 Bloomerang Integration Guide
description: Learn how to integrate your Bloomerang account with ClickBid to seamlessly import constituents, export sales data, and create custom field mappings for constituents and transactions—all from your ClickBid admin dashboard.
---

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# 🔗 Bloomerang Integration Guide

### Connecting your Bloomerang account to ClickBid allows you to seamlessly sync donor and bidder data, export sales, and map constituent and transaction fields. This guide walks you through setting up the integration and making the most of Bloomerang within your ClickBid admin.

---

### ⚙️ How to Connect Your Bloomerang Account

#### Set up the integration

1. #### Go to your **Event Admin** \> **Integrations** \> **Dashboard**.
2. #### Locate the **Bloomerang** card and click the green **Connect** button.
3. #### In the popup, enter your **Bloomerang Username** and **API Key**.

![](https://support.cbo.io/hs-fs/hubfs/image-png-Feb-09-2026-11-30-25-4602-AM.png?width=1566&height=760&name=image-png-Feb-09-2026-11-30-25-4602-AM.png)

#### Finding your API Key and Username

- #### In Bloomerang, go to **Settings** \> **Users** \> Click your name.
- #### Under **User Settings**, locate your **API Key** and **Username**.
- #### If you can’t access the **Settings** tab, you'll need admin permissions.

#### You must have admin permissions in Bloomerang to view your API Key.

#### Once connected, the **Connect** button will turn blue and show “Connected.” A new **Bloomerang** tab will appear in your dashboard for managing imports, exports, and mappings.

![](https://support.cbo.io/hs-fs/hubfs/image-png-Feb-09-2026-03-59-23-5394-AM.png?width=385&height=342&name=image-png-Feb-09-2026-03-59-23-5394-AM.png)

---

### 🧭 Understanding the Dashboard Options

#### Under the **Bloomerang** dropdown in your dashboard, you’ll find:

- #### **Import Bidders**
- #### **Export/Update Bidders**
- #### **Export Sales**
- #### **Custom Mapping**
- #### **Activity Log**

---

### 🧬 Setting Up Data Mapping

ClickBid supports mapping your event data to specific fields in Bloomerang. It’s best to complete this **before exporting any data**.

#### Default Constituent Field Mappings

- #### **Address Type**: Home (can be changed to vacation/work)
- #### **Email Type**: Home (can be changed to work)
- #### **Phone Type**: Home (can be changed to work/mobile/fax)

#### These mappings control where information appears in Bloomerang’s constituent profiles.

![](https://support.cbo.io/hs-fs/hubfs/image-png-Feb-09-2026-03-59-51-8414-AM.png?width=670&height=328&name=image-png-Feb-09-2026-03-59-51-8414-AM.png)

#### These settings define where ClickBid sends bidder info in Bloomerang profiles.

### ➕ Create Custom Mapping for Constituents

1. #### Click the green **Create Custom Mapping** button.
2. #### Choose **Bloomerang Field Type: Constituent**.
3. #### Select a **Bloomerang Field** (custom fields from Settings \> Custom Data \> Constituents).
4. #### Select a **ClickBid Field** (e.g., **Bidder Number**, **Bidder Table Number**).
5. #### Click **Create**.

- #### You can add up to **5 custom mappings** for constituents.
- #### These will appear in the constituent's profile under custom data fields. ![](https://support.cbo.io/hs-fs/hubfs/image-png-Feb-09-2026-04-01-50-2008-AM.png?width=670&height=168&name=image-png-Feb-09-2026-04-01-50-2008-AM.png)

---

### ➕ Create Custom Mapping for Transactions

1. #### Click the green **Create Custom Mapping** button.
2. #### Choose **Bloomerang Field Type: Transaction**.
3. #### Select a **Bloomerang Field** (Settings \> Custom Data \> Transactions).
4. #### Select a **ClickBid Field** (e.g., **Item Name**, **Item Number**, **Item FMV**).
5. #### Click **Create**.

- #### You can add up to **4 transaction mappings**.
- #### These appear in donation details in Bloomerang.

![](https://support.cbo.io/hs-fs/hubfs/image-png-Feb-09-2026-04-01-04-8573-AM.png?width=670&height=175&name=image-png-Feb-09-2026-04-01-04-8573-AM.png)

---

### 🧍 Importing Constituents into ClickBid

1. #### Go to **Integrations** \> **Bloomerang** \> **Import Bidders** tab.
2. #### Set **Show Entries** to your preferred number.
3. #### Check the box next to a name, then click **Import**.
4. #### “Imported?” field will show “Not Yet” until completed.

#### Only import constituents with valid emails or phone numbers so you can contact them via **Mass Messaging**.

#### ![](https://support.cbo.io/hs-fs/hubfs/image-png-Feb-09-2026-04-04-07-8711-AM.png?width=670&height=390&name=image-png-Feb-09-2026-04-04-07-8711-AM.png)

#### Use the **Search bar** to find constituents by first or last nam.

---

### 🔄 Exporting or Updating Bidders in Bloomerang

You can export bidders as new constituents or link them to existing ones.

#### To link to an existing Bloomerang constituent:

1. #### Look up the person in Bloomerang and copy the **6-digit Contact ID** from the URL.
2. #### Go back to **Export/Update Bidders** in ClickBid.
3. #### Check the bidder’s box, select the correct operation, and click **Export/Update**.

![Bloom 8](https://support.cbo.io/hs-fs/hubfs/Bloom%208.webp?width=654&height=292&name=Bloom%208.webp)

#### Use **Link to Existing Constituent** if the donor already exists in Bloomerang. Otherwise, choose **Add New Constituent**.

---

### 💸 Exporting Sales to Bloomerang

#### You can export:

- #### Paid **ticket sales**
- #### **Donations** (including Text-to-Give)
- #### Paid **auction items**

#### To export sales:

1. Go to **Integrations** \> **Bloomerang** \> **Export Sales**.
2. Select up to **900 items** using the checkboxes.
3. Under **Bloomerang Match**, click the **magnifying glass** to search or confirm a match.
   
     - Or click the **pencil** to manually enter a Contact ID.

⚠️If a sale is marked as **Attempt Match**, be sure to click the magnifying glass icon. This indicates there is more than one contact available. If you export the sale while it’s set to Attempt Match, it will attach to the first contact in the list, which may not be the correct one.

1. Click **Export Sales** at the bottom.
2. Choose the **Fund** (required), and optionally select a **Campaign**, **Appeal**, and **Receipt Amount** option.

- Exported records appear under **Giving Summary** and **Timeline** in Bloomerang.
- Export may take **5+ minutes** depending on queue time.

![](https://support.cbo.io/hs-fs/hubfs/image-png-Feb-09-2026-04-09-56-3951-AM.png?width=670&height=162&name=image-png-Feb-09-2026-04-09-56-3951-AM.png)![](https://support.cbo.io/hs-fs/hubfs/image-png-Feb-09-2026-04-10-31-4114-AM.png?width=446&height=501&name=image-png-Feb-09-2026-04-10-31-4114-AM.png)

![](https://support.cbo.io/hs-fs/hubfs/image-png-Feb-09-2026-04-11-15-3827-AM.png?width=670&height=341&name=image-png-Feb-09-2026-04-11-15-3827-AM.png)

#### The **Item Name** will show in the **Donation Note** in Bloomerang, along with FMV and order ID if paid by credit card.

---

### ❌ Troubleshooting Failed Exports

#### If a sale fails to export:

- #### A **red X** will appear.
- #### **Hover** over the red X for the error message.
- #### Check the **Activity Log** for more details.
- #### You’ll also get an **email notification** with the reason.

#### **Auction items must be closed** (not invisible) to appear in the **Export Sales** list.

 

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