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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.
On this page
Connector
Connect Bloomerang, pick your AI tool and paste the prompt.
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.
**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.
02
Identify
It finds the donor in Bloomerang and stops if the name matches several people.
03
Read
It totals recent giving, then reads the NetSuite balance, open invoices, payments and deposits.
04
Report
You get one report with notes on anything odd, such as gifts with no NetSuite payment.
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-constituent
bloomerang-get-transaction
netsuite-get-customer
netsuite-get-invoice
netsuite-get-customerpayment
netsuite-get-customerdeposit
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
One donor view across giving and the ledger
Related use cases
More ways to put this data to work
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.

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