Connectors

/

Bloomerang

/

Audit Bloomerang fund GL mapping in Dynamics 365 Business Central
Report
Cross-Connector

Check every Bloomerang fund maps to a usable Business Central account

For nonprofit finance teams who want to catch broken fund to G/L mappings before gift posting fails, by asking their AI assistant.

Try PopdockAI free
Get a live demo
Audit Bloomerang fund GL mapping in Dynamics 365 Business Central
Check that our active Bloomerang funds map to valid G/L accounts in Business Central.
I checked 24 active funds, and 4 need fixing. - OK: 20 funds map to open, postable accounts - Blocked: Capital Campaign maps to 41500, which is blocked - No direct posting: Events maps to 40000, a total account - Not found: Scholarship maps to 4000, near 40000 but not a match Want the full table with account names?
Bloomerang
Sample figures. Your results come from your own account.
bloomerang-get-fund

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Bloomerang

Bloomerang
Run it on your own Bloomerang data.

Connect Bloomerang, pick your AI tool and paste the prompt.

Try PopdockAI free

The problem

Broken fund mappings show up when gifts fail to post

Every Bloomerang fund carries a GL class that should point at a real Business Central account, but accounts get blocked, renumbered or turned into headings. You find out when gifts fail to post, and checking by hand is slow.

Without PopdockAI

  • List active funds and their GL class
  • Look each up in the Business Central chart of accounts
  • Check blocked and direct posting settings
  • Find the broken ones when posting fails

With PopdockAI

  • Every active fund and its GL class are read
  • Each is looked up as a G/L account, then as a dimension value
  • Each fund is rated OK, blocked, no direct posting, missing or not found
  • Numbers are compared exactly, and nothing is changed

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Check that each active Bloomerang fund maps to a usable Business Central G/L account through its general ledger class, in Business Central company `{company}` (blank means the connector's default company).

**Step 1: Read the funds (Bloomerang)**

Call `bloomerang-get-fund` with `active` set to true. For each fund keep `id`, `name` and `general-ledger-class`.

**Step 2: Resolve each GL class (Business Central)**

For each fund with a non-blank `general-ledger-class`, call `business-central-get-account` with `account-number` set to that value. Pass `{company}` as `company` on every Business Central call; omit `company` when it is blank.

If no account comes back, the GL class may be a dimension code rather than an account number. Call `business-central-get-dimension-value` with `code` set to the same value, and record whether it matched a dimension value instead.

**Step 3: Report**

A table with one row per fund: fund name, GL class, matched account number and name, account type, blocked, direct posting, and a verdict:

* **OK** - matches a G/L account that is not blocked and allows direct posting
* **Blocked** - matches a blocked account
* **No direct posting** - matches an account with direct posting off (a heading or total account)
* **Dimension, not account** - matched a dimension value only
* **Missing** - GL class is blank
* **Not found** - matches nothing in Business Central

End with a count per verdict and the list of funds that need fixing.

**Rules & Guidelines:**

* `bloomerang-get-fund` is on the bloomerang server. `business-central-get-account` and `business-central-get-dimension-value` are on the business-central server.
* This prompt is read-only. Do NOT call `bloomerang-update-fund`, `business-central-create-journal` or `business-central-create-journal-line`, or any other create, update or add tool on either server.

**Validation:**

* If Bloomerang returns no active funds, say so and stop.
* Compare account numbers exactly as text after trimming spaces. Do not strip leading zeros or guess a near match; list a near match (for example `4000` against `40000`) as Not found with a note.
* If the Business Central call fails for the company, report the error and stop rather than marking every fund Not found.

Who it's for

One answer, three teams that use it

Nonprofit accountants

Post gifts without surprises

Funds mapped to blocked or missing accounts are found before the month's gifts are posted.

Check our active Bloomerang funds against G/L accounts in Business Central company CRONUS.

Finance directors

Check mappings after a chart change

After renumbering accounts, see which funds now point at the wrong place.

Which Bloomerang funds map to Business Central accounts that are blocked or headings?

Database administrators

Fix near misses with confidence

Exact matching flags near misses like 4000 against 40000 with a note, so you fix the right value.

List Bloomerang funds whose GL class does not match any Business Central account.

How it works

What PopdockAI does when you ask

You optionally name a Business Central company and your AI assistant checks every active Bloomerang fund mapping. If Business Central fails, it stops rather than mark every fund missing.

01

Ask

You optionally name a Business Central company.

Your AI tool

02

Read

It reads every active Bloomerang fund and its GL class.

bloomerang-get-fund

03

Match

It looks up each as a G/L account, then as a dimension value.

No items found.

04

Report

You get a verdict per fund and the ones to fix, with nothing changed.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Bloomerang and one secure connection to your AI tool. No code, no exports.

get-data

bloomerang-get-fund

Returns funds from Bloomerang, the accounting buckets that gifts are designated to. Filter by name or active state.
Read only.Nothing in Bloomerang Changes

This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.

How Popdock AI secures your data

The outcome

Fund mappings fixed before gift posting fails

Try PopdockAI free
Get a live demo

Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

‍

Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

Try PopdockAI Free
See Documentation