Virtuous is an all-in-one CRM platform designed to help nonprofits streamline their donor management processes. With its robust set of features, Virtuous enables users to manage supporter relationships, create customizable campaigns, track donations, and measure the success of their outreach efforts. This article will give an explanation of how to use our Import Write integration with Virtuous.

Connection guide

To connect Virtuous to Fundraise Up, follow the steps below.

Before you start, you’ll need:

Administrative access to your organization’s Virtuous account.
Access to your organization’s Fundraise Up account as a user with the Organization Administrator role.
If your organization was previously using Fundraise Up’s Virtuous CRM integration, disconnect that connection before starting. To do this, go to Settings → Integrations → Virtuous CRM → Disconnect Virtuous CRM.

Steps

Open Virtuous CRM and create API Keys in Virtuous. Click here for instructions on how to do this.
Log in to Fundraise Up.
Select your user profile from the upper right area of the Dashboard.
Select Settings.
Select Integrations from the sidebar menu.
Select Add Integration.
Select Virtuous G&C Import Write.
Select Connect Virtuous G&C Import Write.
In the API key field, input the API key you copied from Virtuous CRM.
Select Connect my Virtuous CRM account.

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

Import Tool

To send data to Virtuous, we use the platform’s Import Tool. This version of the integration utilizes a different approach to the send of data to Virtuous, and allows organizations to better control the incoming data to their CRM, and to better avoid data duplication.

Data Processing

Data is sent to Virtuous in batches, each of which contains information about all the recurring gifts, new gifts and supporters created from the moment the previous batch was sent to Virtuous. Batches are created automatically once a day.

One single batch cannot contain both recurring gifts and individual installments of a recurring gift. Therefore, data with a mix of the two would be sent in separate batches.

Once a batch has been sent, it can then be seen in the Import Tool in Virtuous.

Importing new data

Next, the data then needs to be imported in order to appear in your Virtuous CRM. To do this, go to your Virtuous account, select Import tool in the left-hand menu, click on the name of the batch you need to import, complete any additional actions required, and click Import in the top-right corner. Until the batch is imported into the CRM, Fundraise Up will not be able to update the data for recurring gifts and gifts.

If a batch is not imported into Virtuous within 14 days, Fundraise Up will mark the sync for that batch as unsuccessful in the Dashboard.

Gift and Recurring Gift updates

Information about pre-existing gifts and recurring gifts takes place automatically and instantly in Virtuous. In other words, there’s nothing your organization needs to do to update details of pre-existing gifts and recurring gifts.

Constituent Matching and Deduplication

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

Recurring plans

There is a one-to-one correlation between the Recurring Plans object in Fundraise Up and the Recurring Gifts object in Virtuous. When a recurring plan is created in Fundraise Up and synced to Virtuous, a recurring gift is created in Virtuous. Similarly, recurring plan installments in Fundraise Up are synced to corresponding installments in Virtuous.

Virtuous doesn’t support 4-weekly recurring plans. If a recurring plan is created with “Every 4 weeks” as the frequency, donations will be synced to Virtuous individually as one-time donations.

When any of the following conditions are met, a recurring gift created by Fundraise Up in Virtuous is deleted and a new one is created:

The donation amount for the recurring plan is changed in Fundraise Up
The recurring plan is canceled and then reactivated in Fundraise Up

Refunded donations

If a donation is refunded in Fundraise Up, the Gift Type of the associated record in Virtuous is changed to Reversing Transaction.

Handling multiple currencies

Virtuous includes a feature for handling multiple currencies. This way, donations made using multiple currencies in Fundraise Up are synced to Virtuous without the need to convert values to the default currency in Virtuous.

You can view the amount in the original currency and the converted amount (in your default currency) in the Virtuous Gift details. The following rules must be configured to display the Amount field in the original currency amount and the Converted Amount field in the converted amount in the default currency. The conversions will then be done automatically.

FUNDRAISE UP PROPERTY	VIRTUOUS PROPERTY
donation → amount	gift → amount
donation → currency	gift → currencyCode

If you prefer to not support multiple currencies, you can configure the following mapping rule for the Virtuous integration in Fundraise Up.

FUNDRAISE UP PROPERTY	VIRTUOUS PROPERTY
donation → converted amount ([account currency])	gift → amount
account → default currency ([account currency])	gift → currencyCode

Configuration

These optional settings control basic integration functions.

Syncing test data: When using test mode to experiment with platform settings, you can opt to send test transactions to Virtuous. This enables you to configure and refine mapping rules so that values from Fundraise Up are synced to the expected properties in Virtuous. By default, the Sync test data option is disabled when you enable an integration, but it can be enabled from the integration’s settings.
Sync subaccounts: When the Subaccounts feature is enabled, you can opt to sync data from a primary account’s subaccounts to apps connected at the primary account level. This is useful for tracking donations and simplifying reporting when your organization uses a chapter-based or federated model.
Track payments (in Virtuous CRM): When this setting is enabled, Virtuous generates a schedule of expected future payments for recurring gifts in Virtuous, which is useful for tracking outstanding balances or identifying late or missed payments.
Gifts are tax deductible – mark donations as tax deductible.
Default segment – The default gift segment (optional setting).
Default comment – The default comment for the gift.
Default project – The default gift project (mandatory setting).
Supporter phone type – select a default type for contact phone numbers.

Mapping rules

Use mapping rules to define the destination objects and properties of data values synced from the platform. Support for mapping rules is based on the flexibility of Virtuous’ API.

Mapping rules are configured by linking a Fundraise Up object and property to an object and property in Virtuous. A value sent from Fundraise Up will be written to a property in your Virtuous account. By default, Fundraise Up defines some rules for you to reduce the implementation steps you need to take. These rules can be removed or modified as needed.

Mapping rules examples:

Linking the designation property from Fundraise Up to the project code property on the Contact object in Virtuous.

FUNDRAISE UP VIRTUOUS

Object: Designation Object: Project

Property: Designation code Property: code

Known limitation — we do not update contact and work with custom fields related to contacts. Contacts can be updated during the gift creation process.

Special rules

The Virtuous integration can be configured to use special rules. These types of rules use if/then conditions that enable you to link a property’s value in Fundraise Up to a property’s value in Virtuous.

Special rule examples:

If Campaign equals “Shelter” in Fundraise Up, then set the project in Virtuous to “Shelter.”
If Designation equals “Areas of Greatest Need” in Fundraise Up, then set the segment in Virtuous to “General Giving Audience.”

Non-configurable mappings

In some cases, Fundraise Up sets mapping values that cannot be adjusted from the integration settings page. These mappings are described below.

Contacts → Household information

VIRTUOUS PROPERTY	FUNDRAISE UP MAPPING BEHAVIOR
Contact Type	By default, sets the value to Household
Name	Inserts a concatenated form of the first and last name values from Fundraise Up
On Behalf Of	If the Donate as organization option is used, the value from Fundraise Up is written to the Name field in Virtuous and the Contact Type is set to Organization
Informal Name	Inserts the supporter’s first name
Primary Phone (Home Phone)	Inserts the supporter’s phone number (if provided)
Primary Email (Home Email)	Inserts the supporter’s email address
Address Line 1	Inserts the first line from the supporter’s address (if provided)
Address Line 2	Inserts the second line from the supporter’s address (if provided)
City	Inserts the city from the supporter’s address (if provided)
State/Province/Region	Inserts the state, province, or region values from supporter’s address (if provided)
Postal Code	Inserts the postal code from supporter’s address (if provided)
Country	Inserts the country from a supporter’s address (if provided)

Gift → Gift details

VIRTUOUS PROPERTY	FUNDRAISE UP MAPPING BEHAVIOR
Gift Type	If a card payment method is used, the value is set to Credit. For bank-based methods, the value is set to Electronic Funds Transfer. For all other payment methods, the value is set to Other.
Transaction ID	Inputs the donation ID
Amount	Inputs the donation amount
Gift date	Inserts the donation date
Receipt date	Write the value of the internal property, `receiptSentAt`
Private	Writes the Boolean value of the Anonymous donation property. If the anonymous donation option is not used in Checkout, the value is `false`

Recurring Gift → Recurring Gift details

VIRTUOUS PROPERTY	FUNDRAISE UP MAPPING BEHAVIOR
Amount	Inserts the donation amount
Frequency	Sets the recurring plan frequency if the value is Weekly, Bimonthly, Monthly, Quarterly, Semiannual, or Annual. If the value is Daily, Biweekly or Every 4 weeks, the record is synced as a one-time donation.
Start Date	Inserts the success date of the donation
Next Payment Date	Inserts the Next Donation Date value
Private	Writes the Boolean value of the Anonymous donation property. If the anonymous donation option is not used in Checkout, the value is `false`

Sync settings

Fundraise Up’s Virtuous integrations include settings for managing the sync behavior for records.

Automatic sync: By default, the automatic sync option is disabled when you connect Fundraise Up to Virtuous. This allows you to fully configure the integration’s settings and mapping rules before any records are synced.
Once you are satisfied with your configuration for the integration, we recommend enabling the automatic sync feature.
Even if you opt for the Automatic sync option, you will still need to import data from within your Virtuous Import Tool, as described above, in order to complete the transfer of data.
Manual sync: This option is useful if you prefer to not use the automatic sync function, or if you want to re-sync previous records. In order for a manual sync to be completed successfully, you must manually import the batches of data into Virtuous from your Virtuous account once you’ve clicked Manual sync on this page.
Scenarios:
- Resyncing previous records: When you make changes to record properties for past donations in Fundraise Up, you can use the manual sync option to update the associated records in Virtuous. This is beneficial for scenarios where an incorrect mapping was made in Fundraise Up.
- Sync period: When you manually sync records, you can opt to sync all records or specify date range. Narrowing the sync scope using a date range is useful when you need to target a specific set of records or want to avoid resyncing a significant number of records.
Disconnect Virtuous: You can disconnect Virtuous at any time from its settings page. Disconnecting and then reconnecting Virtuous using the same credentials will preserve the settings and mapping rules set before Virtuous was disconnected form Fundraise Up.

In this article

FUNDRAISE UP	VIRTUOUS
Object: Designation	Object: Project
Property: Designation code	Property: code