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 supporter’s Donor Portal, 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.
Configure and activate import
- Go to the integration settings at Settings > Integrations > Virtuous CRM.
- In the Import (pulling data from CRM) section, click Activate.
- See the mapping rules. These rules cannot be edited.
- Select Hide imported donations in Donor Portal donations history to keep these donations out of supporters' Donor Portals. This option helps during setup — with the checkbox selected, all imported data appears only in your Dashboard. After you review the data, clear the checkbox and save your changes.
- 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
- Click Start import.
What happens next
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.
How to avoid duplicates
You usually don't need to do anything to prevent duplicate donations. When the integration sends a Fundraise Up donation to Virtuous, it sets the Transaction Source field on the Virtuous gift to FundraiseUp. On import, Fundraise Up ignores any Virtuous gift that already has a Transaction Source value, so these donations are not brought back in.
If you turn off this sending and add Fundraise Up donations to Virtuous another way — for example, through your own import — those gifts have no Transaction Source, so the import treats them as new external donations and creates duplicates. To prevent this, set the Transaction Source to FundraiseUp on the gifts in Virtuous. In the Virtuous Gift and Contact Import tool, set the Default Transaction Source for the import, and give each gift a Transaction ID — Virtuous needs the ID to keep the source value.
Deactivate or delete import
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
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.