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Add donations recorded only in Sage Intacct to Bloomerang
For nonprofit finance and gift teams who want donations received by finance entered in Bloomerang so donors are thanked.
On this page
Connector
Connect Bloomerang, pick your AI tool and paste the prompt.
The problem
Donations recorded by finance never reach the donor record
Some donations go straight to finance and are recorded in Sage Intacct but never entered in Bloomerang, so donors miss acknowledgements. Finding them means matching receipts by payer, amount and date, and payers rarely appear as constituents do.
Without PopdockAI
- Export receipts from Intacct
- Filter to gift revenue accounts
- Search Bloomerang for each payer and amount
- Enter missing gifts by hand
With PopdockAI
- Receipts on gift revenue accounts are read from Sage Intacct
- Each is checked in Bloomerang by payer and amount within seven days
- Receipts are sorted into recorded, ready or needs a person
- You choose which gifts to create, and each is read back
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Find contribution receipts recorded in Sage Intacct from `{start-date}` to `{end-date}` (default: today), of at least `{min-amount}` (default: no minimum), that have no matching gift in Bloomerang, and record the missing gifts in Bloomerang once the user confirms.
**Step 1: Work out which accounts are gift revenue (Bloomerang)**
Call `bloomerang-get-fund` and collect each fund's `id`, `name` and `general-ledger-class`. Those account numbers are the gift revenue accounts. A receipt line on any other account is not a gift and is out of scope.
**Step 2: Read the receipts (Intacct)**
Call `intacct-get-other-receipt` with `transaction-date.from` / `transaction-date.to`, and `total-base-amount.min` if a minimum was given. For each receipt, call `intacct-get-other-receipt-line` with `receipt-record-number` set to its `record-number`. Keep only lines whose `account-number` is a gift revenue account from Step 1, and note the fund each one maps to.
**Step 3: Look for each receipt in Bloomerang**
For each receipt that has gift lines:
1. Call `bloomerang-get-constituent` with `full-name.contains` set to the receipt's `payer`. For a person, try the last name alone if the full name finds nothing.
2. If exactly one constituent matches, call `bloomerang-get-transaction` with `account-id` set to its `id`, `amount.min` and `amount.max` set to the gift amount, and `date.from` / `date.to` 7 days either side of the receipt's `transaction-date`.
3. Also call `bloomerang-get-transaction` with just the amount and date window, in case the gift was entered under another name.
Sort each receipt into one group:
* **Already in Bloomerang:** a transaction matched.
* **Ready to record:** exactly one constituent, and no matching transaction.
* **Needs a person:** no constituent, several candidates, or a line on an account that more than one fund maps to.
**Step 4: Confirm the plan**
Show the three groups as tables with payer, receipt number, date, amount and fund, plus, for ready to record, the constituent the gift will go against. Ask the user which of the ready-to-record gifts to create, and do not continue without an explicit yes.
**Step 5: Record the gifts (Bloomerang)**
For each confirmed gift, call `bloomerang-add-transaction` once, with:
* `account-id` set to the constituent's `id`
* `amount` set to the total of the receipt's gift lines, and `date` set to its `transaction-date` as YYYY-MM-DD
* `method` mapped from the Intacct `payment-method` (for example Printed Check becomes Check, Record Transfer becomes EFT); if it does not map cleanly, ask
* `designations` as a JSON array with one entry per fund, using the Bloomerang fund `id` as FundId and the line amounts, e.g. [{"Amount":250.00,"FundId":123,"NonDeductibleAmount":0}]
Then read each one back with `bloomerang-get-transaction` (the constituent's `account-id` and the date) and report its transaction number.
**Rules & Guidelines:**
* Tools named intacct- are on the Sage Intacct MCP server; tools named bloomerang- are on the Bloomerang MCP server. Both servers must be connected.
* `bloomerang-add-transaction` is the only tool that may write, once per confirmed gift, after Step 4. Do not call `bloomerang-add-constituent`: a payer with no constituent goes under needs a person, for someone to add first. Do not call any Intacct create or update tool, such as `intacct-create-journal-entry`.
* Intacct already holds this money. Tell the user so in the report, so that these gifts are not posted to Intacct a second time from Bloomerang.
* A partly deductible receipt, such as an event ticket or a sponsorship, needs a NonDeductibleAmount. If a receipt's description suggests one, ask rather than recording the gift as fully deductible.
**Validation:**
* If there are no receipts with gift lines in the window, say so and stop.
* If a receipt splits across gift and non-gift accounts, record only the gift lines and say so.
* If a create fails, report the error for that gift, carry on with the others, and do not retry automatically.Who it's for
One answer, three teams that use it
Gift processors
Close the gap with finance
Receipts ready to record are listed, so you add them in one pass.
Find Intacct donations from October that are not in Bloomerang.
Donor relations staff
Thank every donor
Gifts recorded only in finance get into Bloomerang, so acknowledgements go out.
Which donations over 100 in Intacct this quarter are missing from Bloomerang?
Nonprofit accountants
Avoid posting twice
A reminder not to post the new gifts back to Intacct keeps the books clean.
Add the Intacct receipts from September that are missing in Bloomerang, and remind me about posting.
How it works
What PopdockAI does when you ask
You give a date range and your AI assistant finds Sage Intacct receipts missing from Bloomerang. Only the gifts you choose are created, and no donor is ever added.
01
Ask
You give a date range, and optionally a minimum amount.
02
Read
It reads Sage Intacct receipts on gift revenue accounts.
03
Match
It checks Bloomerang by payer and amount within seven days.
04
Confirm
You choose which gifts to create, then each is read back.
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.
bloomerang-get-fund
sage-intacct-get-other-receipt
sage-intacct-get-other-receipt-line
bloomerang-get-constituent
bloomerang-get-transaction
bloomerang-add-transaction
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.
The outcome
Every donation in Bloomerang, every donor thanked
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
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