When accepting online donations, tracking gift designations is crucial for capturing your donors' intent, understanding their interests, and making sure that projects are allocated correctly for accounting purposes. When integrating with Virtuous, efficient designation tracking will require keeping up with both your Projects in RaiseDonors and your Projects in Virtuous, and making sure the two stay in sync. Or you could let our Virtuous integration do that for you.
As they say, "there's an app for that."
Configuring the Sync
Once logged in as an Admin in your RaiseDonors account, navigate to Settings > Integrations and make sure the Virtuous CRM Integration is enabled and active. (Click here to learn more about how the RaiseDonors and Virtuous integration works.)
How Does the Sync Work?
The Virtuous integration is a two-way sync, allowing data to flow between platforms to make sure your data is consistent across both systems. This means that when a new Project is added in RaiseDonors, the corresponding Project will automatically be created in Virtuous, and a new Virtuous Project will trigger the creating of a corresponding Project in RaiseDonors. Once created, updates will also be synced between platforms.
There are some specific business rules governing which Projects and Projects are synced. Specifically, the sync will map data as follows:
RaiseDonors Project | Virtuous Project | Mapping Notes |
Project Code | Project Code | |
Name | Project Name | Project Name is used if there is no Online Display Name value |
Name | Online Display Name | Used as Project Name if present in Virtuous |
Description | Description | |
Active | Both "IsActive" and "IsAvailableOnline" checkboxes | In Virtuous, both of these settings must be checked for the RaiseDonors Project to be active. |
When a Project is created in RaiseDonors, it will only be synced with Virtuous if the Project is active. You can set the active status on a Project from the Project create or edit screen:
Projects created in Virtuous will only be synced to RaiseDonors if the "Active," "Public," and "Available Online" flags are all set to TRUE (in other words, all the boxes are checked). In order for a Project to sync, the option to "Enable Syncing via Webhooks" must also be set to TRUE (this is set as TRUE by default when creating a new Project). You can edit these values from the Project create or edit view:
As noted above, the Online Display Name for Virtuous Projects will be used as the Project Name in RaiseDonors. When the Virtuous Sync creates a new Project, the Project Name and Online Display Name will both be populated using the Project Name. You can see or edit the Online Display name from the Project create or edit view:
One-Time Project Import
When you first set up your RaiseDonors account, you may want to do an import of all the projects currently built out in Virtuous that are marked "Active," "Public," and "Available Online." To do this, when enabling the Virtuous Integration there is a box at the bottom of the screen to allow for a one-time import of your current Virtuous Projects. This is because the sync will only send newly created projects after the integration has been connected. Simply click the Import Projects button to import the existing Virtuous Projects.