Virtuous G&C Import Write

The Virtuous G&C Import Write integration uses Virtuous's Import Tool to send data to the CRM. This approach lets organizations manage incoming data more effectively and reduce data duplication.

Data is sent to Virtuous in batches. Each batch contains information about recurring gifts, new gifts, and supporters created since the previous batch was sent to Virtuous. Batches are automatically created once a day at 8:00 AM in your organization's time zone.

Once a batch has been sent, it appears in the Import Tool in Virtuous.

Importing new data

Data needs to be imported to appear in your Virtuous account. To do this:

1. Go to your Virtuous account.
2. From the left-hand menu, select Import tool.
3. Click the name of the batch you need to import.
4. Complete any additional actions required. These may vary based on your account.
5. In the top-right corner, click Import.

Until the batch is imported into the CRM, Fundraise Up cannot update data for recurring gifts and gifts.

The matching of contacts and recurring gifts is done by Virtuous when the data batch is being processed.

Recurring plans in Fundraise Up sync to Virtuous as Recurring Gifts. Each plan has a one-to-one match, and each installment syncs as part of that gift.

When a recurring plan’s amount changes, or when a plan is canceled and later reactivated, Fundraise Up deletes and recreates the Recurring Gift in Virtuous. This keeps data consistent but may affect reports that rely on the original creation date of recurring gifts.

If a donation is refunded in Fundraise Up, add a new gift with the Gift Type set to Reversing Transaction directly to Virtuous.

Virtuous supports multiple currencies and works with Fundraise Up’s multi-currency setup.

Donations sync in both the original currency and your account’s default currency. To display both values, use these mapping rules:

If you want to convert all donations into the default currency before syncing, use this setup instead:

Mapping rules are explained in detail later in this article.

Before connecting Fundraise Up to Virtuous, make sure you have:

• Administrative access to your organization's Virtuous account.
• Organization Administrator role in Fundraise Up.
• An API key created in your Virtuous account. To create one, log in to Virtuous, go to the API Keys section, and click Create a Key. View full instructions in Virtuous documentation.
• If your organization was previously using the basic Virtuous integration, disconnect that connection first. Go to Settings > Integrations > Virtuous CRM, scroll to the bottom of the page and click Disconnect.

1. In the Fundraise Up Dashboard, go to Settings > Integrations.
2. Click Add integration.
3. Select Virtuous G&C Import Write from the options.
   

4. Click Connect Virtuous G&C Import Write.
5. In the API key field, enter the API key you created in Virtuous CRM.
6. Click Connect to CRM.

After connecting, the integration won't start syncing until you enable it. To start syncing new donations, scroll to the bottom of the integration settings page and click either Enable automatic sync or Start manual sync.

Virtuous is now connected to Fundraise Up. Review and configure the integration settings in the same Integration tab, then enable automatic sync when you're ready to sync donation information from Fundraise Up to Virtuous.

Once connected, you'll see several tabs in the Dashboard. Start with General settings.

These optional settings control standard integration features:

• Sync test data: Sends test-mode donations to Virtuous. Use this to validate your mapping rules before syncing real data. Disabled by default.
• Sync subaccounts: Appears only in parent accounts. When enabled, subaccount data syncs to Virtuous even if those subaccounts don’t have their own connection. Useful for chapter-based or federated organizations.
• Track payments (in Virtuous): Lets Virtuous generate a schedule of expected payments for recurring gifts. This helps monitor balances and identify missed payments.
• Gifts are tax deductible: Marks all synced donations as tax-deductible in Virtuous. Enable this option if your organization classifies donations as tax-deductible for supporters.
• Default project: Sets the default project for synced donations. Values are pulled from your Virtuous account.
• Supporter phone type: Defines which phone field in Virtuous is used for supporter records (for example, Mobile or Home).
• Default segment: Sets the default segment for synced donations. Values are pulled from your Virtuous account.
• Default comment: Adds a fixed comment that is always included with synced donations.

Mapping rules define how Fundraise Up data is written to Virtuous. You can map any supported Fundraise Up object and property to its counterpart in Virtuous. Default rules are provided, but you can edit or delete them as needed.

• Example: Designation mapping

  Fundraise Up	Virtuous
  Object: Designation	Object: Project
  Property: Designation code	Property: Code

• Example: Custom question mapping

  Fundraise Up	Virtuous
  Object: Checkout question	Object: Contact custom fields
  Property: How did you learn about us?	Property: How did you learn about us?

Mapping rules are configured in the Mapping rules tab of the integration.

Mapping rules tab

To add a mapping:

1. Scroll to the bottom of the mapping rules table.
2. Click Add rule.
3. Select the Fundraise Up object (entity) and property (field) on the left.
4. Select the corresponding Virtuous entity and field on the right.
5. Save your changes.

Some mappings are set by default and can’t be changed. These include:

Contacts → Household info

Gift → Gift details

Recurring Gift → Recurring Gift details

Special rules let you apply conditional logic — for example, syncing a specific value only when certain criteria are met.

These special rules use "if/then" logic: If X happens in Fundraise Up, map the value as Y in Virtuous. They’re useful for cases like campaign-based mapping.

For example:

• If campaign equals “Shelter” in Fundraise Up → set project to “Shelter” in Virtuous.
• If designation equals "Areas of Greatest Need" in Fundraise Up → set the segment in Virtuous to "General Giving Audience."

Special rules are configured in the Special rules tab of the integration.

To add a special rule:

1. Go to the Special rules tab.
   

   Special rules tab

2. Click Add Rule.
3. Choose the Fundraise Up condition (IF) next to the Fundraise Up logo.
4. Set the Virtuous mapping result (THEN) next to the Virtuous logo.
5. Save your changes.

You can control how records sync between Fundraise Up and Virtuous. Sync options are located at the bottom of the Virtuous integration page in your Dashboard.

Sync options

Automatic sync (recommended)

By default, automatic sync is disabled when you first connect Virtuous. This lets you finalize mapping rules and configuration before any data is transferred.

Once enabled:

• New donations sync to Virtuous in real time.
• Updates to records in Fundraise Up (for example, donation metadata or recurring plans) are reflected in Virtuous according to your mapping rules.

We recommend enabling automatic sync.

Manual sync

Use manual sync if you need more control over when and what data is synced:

• Sync specific time ranges or your full donation history.
• Update previously synced records after adjusting mapping rules.
• Test your integration settings with controlled data transfers.
• Make bulk corrections when fixing outdated field mappings.

The Virtuous G&C Import Write integration can be disconnected at any time. If the same Virtuous account is reconnected later, all previously configured settings and mappings are preserved.

To disconnect:

1. Scroll to the bottom of the integration page.
2. Click Disconnect.

The sync log provides a history of data sync activity between Fundraise Up and Virtuous. It shows which records were processed, whether they synced successfully, and any errors that occurred.

To view the sync log:

1. Go to the Virtuous integration settings in your Dashboard.
2. Scroll to the Synced donations section.
   

   Synced donations section

Each log entry includes:

• The time and date of the sync.
• Records that were processed.
• Success or failure status.
• Error messages, if any — helpful for troubleshooting.
• A button to resync individual records if needed.

If you experience issues with the Virtuous integration:

• Check the sync log for error messages and failed sync attempts.
• Review your mapping rules to confirm that all required fields are configured correctly.

For persistent issues, contact Fundraise Up support with your sync log details.