In Virtuous Raise, Projects are used as fund designations. Depending on how exactly your organization is using Virtuous Raise, the management of Project details will vary. Each use case is outlined below.
Using Virtuous Raise and Virtuous CRM+
If your organization is using both Virtuous Raise and Virtuous CRM+ as a paired solution, you will create and maintain your Project details in Virtuous CRM+. In Virtuous Raise, you have access to a toggle that will perform a one time sync of Project data to Virtuous Raise, removing the need to recreate all Projects in Virtuous Raise. To sync these Project details back to Virtuous Raise, follow the steps outlined below.
Virtuous CRM+ Prep
Only Projects in Virtuous CRM+ with "Available Online" enabled will sync to Virtuous Raise. As mentioned, this sync is a one time process meaning data will not sync on a continuous cycle. It's important to have all your Projects created in Virtuous CRM+ before toggling this feature for the one time sync.
Once all Projects have been established in Virtuous CRM+, then you can move on to the actual sync settings in Virtuous Raise.
Sync to Virtuous Raise
In Virtuous Raise, navigate to "Settings" using the left-hand menu. Select the gear icon.
Then, select the "Integrations" option from the Settings menu.
Next, select the Virtuous CRM+ option from the Integrations list. Note that the integration must already be set up to allow for the Project data to sync.
Towards the bottom of the integration settings page you'll find an option to Import Projects. This will allow for the one-time sync to pull Project data from your synced VRCM instance for any Projects with the feature "Available Online" enabled.
A confirmation message will display with the details of the sync request.
After the sync is completed, this message will update to reflect the details of the final data synced.
Syncing New Projects from Virtuous CRM+ in the Future
If your organization creates new Projects in Virtuous CRM+ after the initial sync, these WILL automatically sync to Virtuous Raise. As mentioned previously, the sync toggle is a single push of initial data. After the sync is initially set up and all previously existing Projects are synced, data will flow between Virtuous Raise and Virtuous CRM+.
To learn more about syncing Projects between the two platforms, check out this Support Article.
Using Virtuous Raise as a Standalone Platform or with an External CRM
If your organization is using Virtuous Raise as a standalone payment app or alongside an external CRM, it's not currently possible to sync or import Project details in bulk. It's necessary to create the various Projects in Virtuous Raise.
To learn more about creating Projects in Virtuous Raise, check out this Support Article.