You’ve been using some of the best systems in the nonprofit technology space. Now let’s get them synced up! This integration allows users to maximize efficiency by avoiding the need to complete double entry within their donor management system and their Aplos accounting. Now, contributions entered into your Bloomerang account will funnel into your Aplos accounting, meaning you’re free to spend more time on your mission instead of your administrative duties. We’d say that’s a huge win!
Follow the steps below to begin using this integration. We suggest having both your Aplos and Bloomerang accounts open and accessible when completing the set-up.
Login to your Aplos account and make your way to the partners section under settings and select “Link My Account” for the Bloomerang Application.
Under the Manage Application section select “Grant Access”.
With the Bloomerang application enabled, you’ll be able to pass your Bloomerang donation record into Aplos Accounting. To proceed in the setup, you’ll need to select how you’d like this information to be tracked.
- From your Aplos Chart of Accounts, select the “Cash Account” where you would like transactions to be deposited.
- Next, select the “Expense Account” where you would like to track transaction fees.
- Finally, choose an “Expense Contact”; this is where you assign the vendor for these incoming transaction fees.
Don’t forget to press SAVE!
You’re almost there! You will need to take the “Aplos Account ID Key” provided and enter it into Bloomerang so their system can access your Aplos data.
Copy your Aplos Key and log in to your Bloomerang account. Click on the settings gear. This should direct you to your organization settings page where you can paste your Aplos ID Key in the Aplos ID Entry Field. Now click save.
Once enabled, any eligible transactions you enter into Bloomerang will be sent to Aplos. Eligible transactions are defined as any transaction entered on or after the integration has been set up. Your screen should reflect a hyperlink titled “linked.” You can select this link to see the transaction in Aplos.
Please note, Bloomerang transactions recorded before you integrated with Aplos are not automatically added to Aplos. To add them, you can contact support@bloomerang.co to request a data service or you may add these transactions manually. Navigate to each transaction you wish to send to aplos and select the “Send to Aplos” button.
Once you have your transactions flowing, learn how to map your purposes so all your donations go to the right fund and income account! If you have any issues with your boomerang portal please contact support@bloomerang.co. However, if you believe the wrong data is showing up in your Aplos account, contact us. For further information, check out Bloomerang’s support document here.
