Connectors

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Bloomerang

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Trace a Bloomerang donor through NetSuite
Report
Cross-Connector

One donor view across Bloomerang giving and NetSuite accounts

For leaders and fundraisers who ask their AI assistant for donor giving history in Bloomerang alongside the balance and payments in NetSuite.

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Trace a Bloomerang donor through NetSuite
Trace Dana Whitfield through Bloomerang and NetSuite for the last year and tell me if she owes us anything.
Dana Whitfield gave 14,500.00 over the last 365 days and owes 0.00 in NetSuite. - Bloomerang giving: 6 gifts, largest 5,000.00, latest 2026-09-02 - NetSuite balance: 0.00, no open invoices - Received in NetSuite: 5 payments and 1 deposit - Odd: one gift on 2026-03-11 has no matching NetSuite payment Want the full list of gifts and payments?
Bloomerang
Sample figures. Your results come from your own account.
bloomerang-get-constituent
bloomerang-get-transaction
netsuite-get-customer
netsuite-get-invoice
netsuite-get-customerpayment
netsuite-get-customerdeposit

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

A major donor's story split across two systems

Understanding a major donor means opening Bloomerang for giving history, then NetSuite for balance, open invoices, payments and deposits, and stitching them together. The details rarely line up at first look.

Without PopdockAI

  • Find the donor and total giving in Bloomerang
  • Search NetSuite for the customer
  • Read balance, invoices, payments and deposits
  • Stitch the two together by hand

With PopdockAI

  • The donor is found, stopping if the name matches several people
  • Recent giving is totalled with largest and latest gift
  • The NetSuite balance, open invoices, payments and deposits are read
  • Oddities are noted, amounts owed come only from NetSuite, nothing 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:** Build one view of the donor `{constituent-name}` across both systems: giving history from Bloomerang and the money position in NetSuite, looking back `{lookback-days}` days (default 365).

**Step 1: Identify the donor (Bloomerang)**

Call `bloomerang-get-constituent` with `full-name.contains` set to `{constituent-name}`. If more than one matches, list them (id, name, email, city) and stop. Keep `id`, `primary-email`, `engagement-score` and `status`.

**Step 2: Read the giving (Bloomerang)**

Call `bloomerang-get-transaction` with `account-id` set to the id and `date.from` set to today minus `{lookback-days}` days. Total the `amount` and note the largest gift, the latest gift and the count.

**Step 3: Read the financial position (NetSuite)**

Call `netsuite-get-customer` with `email` set to the donor's email and keep `internal-id` and `balance`. Then, with that value as `customer-id`, call `netsuite-get-invoice` with `unpaid-amount.min` set to 0.01 to list open invoices, and call `netsuite-get-customerpayment` and `netsuite-get-customerdeposit` with `date.from` set to the same start date.

**Step 4: Report**

Return: donor header, giving summary, NetSuite balance, open invoices (document number, date, `unpaid-amount`), payments and deposits received, and a short note on anything odd, such as gifts with no NetSuite payment or a balance owed by an active donor.

**Rules & Guidelines:**

* Tools whose names start with netsuite are on the NetSuite server and tools whose names start with bloomerang are on the Bloomerang server. If either server is not connected, say which one and stop.
* Do not call any add or update tool on either server (the NetSuite and Bloomerang tools named add-... or update-...). This prompt only reads.

**Validation:**

* If the donor has no email or no NetSuite customer, report the Bloomerang half and say the NetSuite half could not be matched.
* Never infer an amount owed from Bloomerang data; only NetSuite invoices and balance count.

Who it's for

One answer, three teams that use it

Executive directors

Know a major donor's full picture

Giving and what they owe in one report, before a board or donor meeting.

Trace Alex Kim through Bloomerang and NetSuite for the last 2 years.

Finance directors

Spot balances owed by active donors

An active donor with an open balance is flagged for a careful conversation.

Does Maria Lopez owe us anything in NetSuite while still giving in Bloomerang?

Nonprofit accountants

Find gifts with no NetSuite payment

Gifts that never reached the ledger are noted for follow-up.

For Sam Patel, are there Bloomerang gifts in the last 180 days with no NetSuite payment?

How it works

What PopdockAI does when you ask

You give a donor name and your AI assistant traces them from Bloomerang into NetSuite. A missing NetSuite match is stated rather than guessed.

01

Ask

You give the donor name and, optionally, a look-back in days.

Your AI tool

02

Identify

It finds the donor in Bloomerang and stops if the name matches several people.

bloomerang-get-constituent

03

Read

It totals recent giving, then reads the NetSuite balance, open invoices, payments and deposits.

bloomerang-get-transaction
netsuite-get-customer
netsuite-get-invoice
netsuite-get-customerpayment
netsuite-get-customerdeposit

04

Report

You get one report with notes on anything odd, such as gifts with no NetSuite payment.

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-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.
get-data

netsuite-get-customer

Returns NetSuite customers read from the NetSuite connector, with the fields people use most. Read-only.
get-data

netsuite-get-invoice

Returns NetSuite invoices read from the NetSuite connector, with the fields people use most. Read-only.
get-data

netsuite-get-customerpayment

Returns NetSuite customer payments read from the NetSuite connector, with the fields people use most. Read-only.
get-data

netsuite-get-customerdeposit

Returns NetSuite customer deposits read from the NetSuite connector, with the fields people use most. Read-only.
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

One donor view across giving and the ledger

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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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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.

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