If your organization is making the switch from Legacy RaiseDonors to Virtuous Raise, one step in your transition is to disable the Virtuous CRM+ Integration in Legacy RaiseDonors before activating the Integration with Raise. This ensures all Gift data syncs properly to CRM+ without creating duplicate records in the Import Tool or potentially missing any online Gifts. This guide walks you through when and how to disable the Legacy RaiseDonors Integration.
Disable Legacy RaiseDonors <> CRM+ Integration
- Select your organization name in the top right corner of Legacy RaiseDonors.
- From the dropdown menu, select System Settings.
- Under System Settings, find and select Integrations.
- Click the Virtuous Integration in the list of integrations.
- Unselect the box labeled Activate Virtuous to disable the integration. Then, click Save.
When Should I Disable The Legacy RaiseDonors Integration?
We recommend you disable the Virtuous CRM+ Integration with Legacy RaiseDonors immediately before activating the integration in Virtuous Raise. It's important that both integrations are not enabled simultaneously, as this will cause Gifts to sync from both platforms and create duplicate records in the Import Tool in Virtuous CRM+. To avoid missing any new donation data, enable the Raise integration in quick succession during a time when you expect lower donation activity.