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 CRM+, efficient designation tracking will require keeping up with both your Projects in Virtuous Raise and your Projects in Virtuous CRM+, and making sure the two stay in sync. Or you could let our Virtuous CRM+ 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 Virtuous Raise account, navigate to Settings > Integrations and make sure the Virtuous CRM+ Integration is enabled and active.
Click here to learn more about how the Virtuous Raise and Virtuous CRM+ integration works.
How Does the Sync Work?
The Virtuous CRM+ 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 Virtuous Raise, the corresponding Project will automatically be created in Virtuous CRM+, and a new Virtuous CRM+ Project will trigger the creating of a corresponding Project in Virtuous Raise. Once created, updates will also be synced between platforms.
Important Note: The two way flow of data and Project updates will only begin AFTER you have set up and activated the Project Sync feature.
There are some specific business rules governing which Projects and Projects are synced. Specifically, the sync will map data as follows:
| Virtuous Raise Project | Virtuous CRM+ 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 CRM+ |
| Description | Description | |
| Active toggle | "IsActive" checkbox | In Virtuous CRM+, both of this and "Available Online" Project settings must be checked for the Virtuous Raise Project to be active. |
| Available Online toggle | "IsAvailableOnline" checkbox | In Virtuous CRM+, both of this and "Active" Project settings must be checked for the Virtuous Raise Project to be active. |
When a Project is created in Virtuous Raise, it will only be synced with Virtuous CRM+ 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 CRM+ will only be synced to Virtuous Raise 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 CRM+ Projects will be used as the Project Name in Virtuous Raise. When the Virtuous CRM+ 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 Virtuous Raise account, you may want to do an import of all the projects currently built out in Virtuous CRM+ that are marked "Active," "Public," and "Available Online." To do this, when enabling the Virtuous CRM+ Integration there is a box at the bottom of the screen to allow for a one-time import of your current Virtuous CRM+ 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 CRM+ Projects.
Note: This feature is intended to be used as an initial sync to ensure Project details mirror one another in both Virtuous Raise and Virtuous CRM+. After the sync has been successfully activated, all Project data and updates will flow between the two platforms to maintain data integrity.
Inactive Projects
If you have a Project you no longer need, we recommend you modify the Project to disable Available Online and mark Inactive. This will prevent the Project from being used on Forms and Pages and will update in CRM+, but it will still allow you to report on the Project or reactivate it in the future. If, ultimately, you need to delete a Project, Raise will prompt you to replace the Project on any Recurring Gifts that are linked or any Pages using this Project.
Note: Deleting Projects in Raise will not sync to CRM+, meaning the Project will still appear as online and active in CRM+.