Bloomerang to Salesforce migration.

The mid-market nonprofit migration done local-first. Bloomerang's flat donor model walked into NPSP's household + soft-credit + recurring-plan graph, with pre-flight gates and a signed chain so the auditor doesn't need to take anyone's word for it.

Why the Bloomerang → Salesforce migration goes wrong

Bloomerang is a flat, donor-centric model. NPSP is a household graph with Opportunities, OCRs, Recurring Donation plans, Allocations, and General Accounting Units that all reference each other. Five places the move quietly breaks:

Pre-flight gates tuned to Bloomerang

Same five gates as every CDM migration, with Bloomerang-specific rules wired in:

Your migration runs on the laptop of the person doing the work. The Keychain ACL boundary holds the credentials. Your donor PII never touches our infrastructure. The vendor — including us — isn't in the chain of custody.

Deliverables

Why local-first matters →

Ready to plan the Bloomerang move?

Start with a 30-minute discovery call. You describe the move, I ask questions, we determine fit. Project-based engagement — scope determines pricing.