Bloomerang Migration Checklist (2026)

Bloomerang is a solid donor CRM, but it does not include fund accounting, volunteer management, or event tools. If you are moving to a platform that combines all of these, this checklist walks you through what exports cleanly and where to expect manual review. For a full feature comparison, see Alignmint vs Bloomerang.

What You Can Move

• Constituent records (names, addresses, emails, phone numbers)
• Donation and transaction history
• Recurring gift schedules
• Interaction timelines (calls, emails, notes)
• Custom fields and tags
• Household relationships
• Communication preferences and opt-outs
• Engagement levels and retention scores

What Needs Review

• Appeal and campaign structures (naming may differ between platforms)
• Bloomerang-generated engagement scores (Alignmint recalculates based on giving patterns)
• Third-party integrations (email marketing, payment processors)
• Custom report definitions (these rebuild quickly in Alignmint)
• Attachments and documents linked to constituent records

Migration Checklist

1. Run a data audit in Bloomerang. Export a constituent summary and transaction summary to confirm record counts. Note duplicates, incomplete records, and outdated contacts you can clean before import.

2. Export constituents. Use Bloomerang's CSV export for all constituent records. Include custom fields, tags, household links, and communication preferences.

3. Export transactions. Pull full transaction history including gift amount, date, fund designation, payment method, and recurring schedule details.

4. Export interactions. Download interaction timelines so stewardship context transfers alongside donor records.

5. Map fields to Alignmint. Match Bloomerang fields (constituent type, custom fields, engagement level) to Alignmint's donor management structure. Flag fields that need manual mapping.

6. Set up fund designations. Create your fund structure in Alignmint's fund accounting before importing transactions so gifts land in the correct restricted or unrestricted funds.

7. Import and validate. Upload mapped CSVs to Alignmint. Verify record counts match your audit, spot-check five to ten donor profiles for accuracy, and confirm recurring gift schedules are active.

8. Reconnect integrations. Update payment processor connections, email marketing links, and any webhooks that pointed to Bloomerang.

9. Notify your team. Share login credentials, walk through the new interface, and confirm everyone can access the donor records and reports they need.

10. Decommission Bloomerang. After a parallel-run period (typically two to four weeks), cancel your Bloomerang subscription and archive your final export as a backup.

Timeline and Support

Most Bloomerang migrations complete in one to two weeks. Alignmint offers a free migration review where our team maps your data, identifies potential issues, and provides a pre-import report before you move anything.

Bottom Line

Moving from a CRM-only tool to an all-in-one platform means your donor records, fund accounting, volunteer hours, and events live in one place. No more reconciling between systems or paying for separate tools.

Schedule Your Free Setup | Start Your Free Migration Review.

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Related:

• Fund Accounting — How Alignmint handles restricted funds, board reports, and Form 990
• Alignmint vs Bloomerang — Full feature and pricing comparison
• Donor Management Software — What to look for in a nonprofit donor CRM