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Bloomerang

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Record missing Bloomerang gifts from Intacct
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Cross-Connector

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.

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Record missing Bloomerang gifts from Intacct
Find donations in Intacct from September that are not in Bloomerang, and add them.
I checked 27 receipts with gift lines from September. - Already in Bloomerang: 19 - Ready to record: 5, such as Fabrikam Inc, 1,000 to General Fund - Needs a person: 3, with no matching constituent - These are already in Intacct, so do not post them there again Which of the 5 should I record?
Bloomerang
Sample figures. Your results come from your own account.
bloomerang-get-fund
sage-intacct-get-other-receipt
sage-intacct-get-other-receipt-line
bloomerang-get-constituent
bloomerang-get-transaction
bloomerang-add-transaction

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.

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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.

Prompt
**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.

Your AI tool

02

Read

It reads Sage Intacct receipts on gift revenue accounts.

sage-intacct-get-other-receipt
sage-intacct-get-other-receipt-line
bloomerang-get-fund

03

Match

It checks Bloomerang by payer and amount within seven days.

bloomerang-get-constituent
bloomerang-get-transaction

04

Confirm

You choose which gifts to create, then each is read back.

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.
get-data

sage-intacct-get-other-receipt

Returns other receipts from Sage Intacct. The record-number links to the Get other receipt lines tool.
get-data

sage-intacct-get-other-receipt-line

Returns other receipt lines from Sage Intacct. Filter by receipt record number (the record-number from Get other receipts) to get one receipt's lines.
get-data

bloomerang-get-constituent

Returns constituents from Bloomerang: the donors, prospects and contacts in your database. Filter by full name, last name, account number, primary email, city, type or status, or fetch one by id.
get-data

bloomerang-get-transaction

Returns gift transactions from Bloomerang. Filter by date range, amount range, payment method, transaction number, or whether the gift has been refunded.
run-action

bloomerang-add-transaction

Records a gift transaction in Bloomerang against a constituent, with amount, date, payment method, check details, fees, and the fund, campaign and appeal designations it splits across.
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

Every donation in Bloomerang, every donor thanked

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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