Understanding Virtuous Mapping Rules in Fundraise Up
When integrating Fundraise Up with Virtuous CRM, you may notice that the mapping rules only display Project and Segment options by default. This can be confusing if you expect to see additional fields for mapping. In this article, we'll explain why this happens and how you can extend the mapping options to include custom fields for Gifts, Contacts, and Recurring Gifts.
Default Mapping behavior
Fundraise Up's Virtuous integration automatically handles the mapping of data to standard fields on Gifts, Contacts, and Recurring Gifts. This means that you don't need to manually configure the mapping for these standard fields.
The integration provides the ability to extend Gift and Recurring Gift records with the following:
- Project associations
- Segment associations
- Custom fields on Gifts, Contacts, and Recurring Gifts
Displaying additional mapping options
If your Virtuous Mapping rules only display Projects and Segments, but you expect to see other fields, follow these steps:
- Create Custom Fields in Virtuous: Ensure that you have created custom fields for Gifts, Contacts, or Recurring Gifts in your Virtuous CRM environment. These custom fields will serve as the destinations for mapping additional data from Fundraise Up.
- Reload the Virtuous Integration Settings: After creating the custom fields in Virtuous, navigate to the Virtuous integration settings page in Fundraise Up and reload the page. This will refresh the mapping options and display the newly created custom fields.
- Map to Custom Fields: Once the custom fields are visible in the mapping rules, you can configure Fundraise Up to map data to the following:
- Gift custom fields
- Contact custom fields
- Recurring Gift custom fields
By mapping data to these custom fields, you can extend the information captured in Virtuous CRM beyond the standard fields provided by default.
For more information on Virtuous integration, please check out our documentation.