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Virtuous CRM (basic integration)

Import external donations from Virtuous CRM (basic integration)

Learn how to add donation data from Virtuous CRM to Fundraise Up.

The Virtuous CRM integration can import donation data from your Virtuous account to Fundraise Up. This data is added to each ’s , so donations made outside the platform are tracked and displayed. For an overview, see External donations.

This article explains how to set up Virtuous CRM in import mode.

If your organization has never connected Virtuous to Fundraise Up before, you'll only see the Virtuous G&C Import Write option in the Dashboard. The basic integration is no longer available for new connections.

Configure and activate import

 
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  1. Go to the integration settings at Settings > Integrations > Virtuous CRM.
  2. In the Import (pulling data from CRM) section, click Activate.
    Virtuous CRM integration settings page displaying organization details, API key, and options to sync data and activate features related to fundraising. Buttons for syncing and disconnecting the CRM are visible.

  3. See the mapping rules. These rules cannot be edited.
  4. Uncheck Show imported donations in Donor Portal donations history if you want to hide these donations from supporters. This can be useful when setting up the integration: with this option unchecked, all imported data appears only in your where you can validate it before showing it to supporters. After validation, you can return to this settings window, check the option, and save changes.
  5. Configure receipts for external donations (optional). Fundraise Up cannot legally create receipts for donations made outside the platform, but you can map them from Virtuous. Select the Allow supporters to download receipts checkbox, then use the dropdown below it to choose the Virtuous field to use for showing receipts to supporters.

    Receipts mapping settings

  6. Click Start import.

What happens next

 
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The initial sync starts after configuration. This sync imports your existing external donations and can take several hours depending on the amount of data.

The integration syncs donations from Gift records and gets supporter information from the Contact linked to each Gift.

If a Contact has multiple email addresses, we use the primary email to check for existing supporters in your Fundraise Up account.

When the sync is successful, you’ll see the Imported supporters section. Donations added through this import appear in the respective supporter’s Donor Portal.

Import settings and the list of imported supporters

The main settings section remains editable — you can change them anytime. Click Save changes to apply them.

Deactivate or delete import

 
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You can stop syncing external donations to Fundraise Up at any time. Click Deactivate import at the bottom of the page to stop importing data to your Fundraise Up account.

Deactivate import button

When you deactivate import, your previously imported supporters will remain in Fundraise Up. However, they will not be able to see any imported donations in their Donor Portals.

If the connection fails

 
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When a connection fails for technical reasons, Fundraise Up keeps your imported data and sends you an email. After the connection resumes, the system syncs donations from the downtime period.

If a connection stays inactive for 90 days after a failure, Fundraise Up removes all imported data.