Sometimes source data, especially from a spreadsheet, already has a Bloomerang account number.
Using this as the search key (which is possible with Bloomerang’s internal import tool) would greatly reduce mismatched searches. It would also prevent duplicate account creation when the source data has no (or a different) mailing address, phone, or email address.
If it’s not possible with the standard action steps, can it be done with webhooks?
Hi
Welcome to the Community.
Using unique identifiers like account numbers in Zapier can improve data accuracy and prevent duplicates. To match Bloomerang constituents, set up a "Find Constituent" action step, use 'Account Number' as the search key, and map it to your spreadsheet column. If standard steps don't suffice, custom API requests via webhooks may be an alternative, but they require knowledge of Bloomerang's API.
Let us know if you have further inquiries.
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