Mighty Communities to Bloomerang integration (Zapier)

What we are building (high level)

Data to sync

• Contacts
• New members
• Member profile updates (name, email, phone, address, tags, etc.)

• Transactions
• Membership fees
• Workshop or presentation payments
• Similar community purchases

Before you start: what to clarify in the first 15 minutes

Access checklist

• Admin access to Mighty Communities

• Admin access to Bloomerang

• A Zapier account with permission to connect both apps

Mapping checklist

• What is the unique identifier for matching people?
• Usually email
• Sometimes email + last name if you have shared inboxes

• Which Mighty profile fields should map to which Bloomerang constituent fields?

• Do you want to create new constituents automatically, or only update existing ones?

• How should you tag or segment records coming from Mighty?

Step-by-step: Mighty Communities → Bloomerang in Zapier

Step 1: Create the contact sync Zap (member created or updated)

1. Trigger: Member or contact created or updated in Mighty Communities.

2. Action: Find constituent in Bloomerang by email.

3. Action: If no match, create constituent.

4. Action: If a match exists, update constituent.

Step 2: Create the transaction sync Zap (payment created)

1. Trigger: Transaction, purchase, or payment event in Mighty Communities.

2. Action: Find constituent in Bloomerang by email.

3. Action: Create a donation or transaction record in Bloomerang.

Step 3: Decide how you will handle edge cases

Duplicate prevention

• Always do a “find by email” step before creating a constituent.

• If Mighty allows members to change emails, decide whether you will treat that as:
• an update, or
• a new record (and manually merge later)

Refunds, cancellations, and failed payments

• Decide whether you will send reversals into Bloomerang.

• If you do, document the exact event types you will treat as reversals.

Testing plan (quick but safe)

Contact sync tests

• Create a brand-new test member in Mighty

• Update a profile field (for example phone number)

• Confirm Bloomerang has one constituent and it updates correctly

Transaction sync tests

• Run a $1 test purchase in Mighty

• Confirm Bloomerang receives the expected transaction detail

• Confirm the transaction is tied to the correct constituent

Expected time and budget (planning example)

Common pitfalls (and how to avoid them)

• Trying to do two-way sync right away
• Start one-way first. It reduces risk and makes it easier to keep records clean.

• Not defining the match key
• Decide upfront whether email is required, and how to handle shared emails.

• No field map documentation
• Write down the mapping so future changes do not break reporting.

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