This feature is in beta

Connect Virtuous

Click your Profile Icon in the top-right > click Settings
Click Integrations > find Virtuous > click Edit (pencil icon)
On the popup screen > click Connect

4. Enter your Virtuous API key and click Continue. Learn how to create API Keys in Virtuous

5. When the integration is connected, click Configuration and toggle on data syncs.

☝️ Campaign and fundraiser data requires an additional step

Once you're connected, and you've toggled on syncs, Transaction and Supporter data will automatically sync when transactions are created or updated. To sync Campaign or Peer-to-Peer fundraiser data, you'll also need to configure a connection for each specific Campaign Site. Read more about this below.

Test the integration

To test the Virtuous integration, we recommend creating a new offline Transaction. After saving the Transaction in Funraise, you should see a new Gift in Virtuous.

☝️ Virtuous processes bundled imports from Funraise nightly, so you can view a pending transaction, but can not access full data until you've imported the bundled import file.

Data synced with Virtuous

Funraise can sync Transaction, Supporter, and Campaign data with Virtuous.

Gifts in Virtuous can be seen in real-time on the Virtuous Transaction page. Although, Virtuous will process the full synced data from Funraise nightly and bundle the data into an import file. These import files will be visible on the Gift and Contact Import page in Virtuous as they are available.

☝️ Segment data (Campaign Site pages) is synced in real-time and is not processed through an import.

Transaction data

Funraise Transactions are synced with Virtuous Gifts when a transaction is created or updated. Transaction data mapping can not be customized.

☝️ Only Transactions that are Complete or Refunded status in Funraise will be synced to Virtuous.

Funraise	Virtuous
Amount	Amount
Currency	Currency Code
Date	Gift Date
Payment Method	Gift Type Funraise → Virtuous Cash → Case Stock → Stock ACH → Check Physical Check → Check Credit Card → Credit Bitcoin → Cryptocoin In-Kind → Non-cash Other → Other Apple Pay → Other PayPal → Other Card Present → Other External Capture → Other Stripe Terminal → Other
Note	Notes
Anonymous	Is Private
Check Number	Check Number
Card Type	Credit Card Type
Supporter	Contact (See notes below on Contact Reference IDs)
Soft Credit Supporter	Passthrough Contact (See notes below on Contact Reference IDs)
First Name	First Name
Last Name	Last Name
Email	Email
Transaction ID	Transaction ID

Supporter data

Funraise Supporters are synced with Virtuous Contacts when a transaction or fundraising page is created or updated. Supporter data mapping can not be customized.

☝️ Supporters created manually in Funraise are only synced with Virtuous if they have a synced transaction or fundraising page.

Funraise	Virtuous
Supporter ID	Reference ID (See notes below on Contact Reference IDs)
First Name	First Name
Household Name if it exists, Supporter Name if not.	Contact Name
Institution Category	Contact Type Funraise → Virtuous Individual → Household Foundation → Foundation (Other categories) → Organization
Email	Email
Phone	Phone
Address	Address 1
City	City
State	State
Postal Code	Postal
Country	Country
Tags	Tags
Date of Birth	Birth Day Birth Month Birth year

Virtuous Contact Reference IDs and Funraise Supporter matching

In Virtuous, Contact doesn't refer to individuals. Rather, Contacts represent groupings of individuals. Learn more about Virtuous Contacts.

As such, a Contact's Reference ID will depend on whether or not the Funraise Supporter is in a Household.

If a supporter does not have a Household in Funraise, their Reference ID in Virtuous is in the format SUP-{{SupporterID}}. For example, SUP-123
If a supporter does have a Household in Funraise, their Reference ID in Virtuous is in the format HOU-{{Household ID}}. This is so that Virtuous' reconciliation tool can better match individuals to the same household.
An individual in Virtuous can have multiple Reference ID's, so if a supporter is added to a Household later, their Virtuous record will have both a SUP-ID and a HOU-ID

Campaign & Peer-to-Peer fundraiser data

All gifts to a Funraise Campaign Site can be assigned automatically to a Virtuous Campaign, Campaign Communication, and Segment in Virtuous.

Funraise	Virtuous
Campaign Site	Campaign A Funraise Campaign Site can be connected with a Virtuous Campaign.
Communication	Campaign Communication A Virtuous Campaign Communication can be assigned to the Campaign Site.
Fundraising Page	Segment When a Campaign Site fundraising page (homepage, team page, or individual fundraiser page) is created, the page data is synced as a Virtuous Segment. Funraise will create segments automatically for each homepage, team page, and individual fundraiser page.

Sync Campaign data

To sync Campaigns and fundraiser data, you'll first need to connect a Funraise Campaign Site with a Virtuous Campaign and Communication channel.

In Virtuous > create a Campaign and a Campaign Communication
In Funraise > From a Campaign Site editor > click Settings (gear icon) > click Integrations > toggle on Virtuous
Click to Select a Virtuous Campaign from the list.

4. After selecting a Campaign > select a Virtuous Campaign Communication > click Save

Good to Know

Need all Funraise transactions to be synced with Virtuous Campaign details?

Any Funraise Transaction connected to a Campaign Site can be assigned to a Virtuous Campaign, Communication, and Segment.

For transactions that occur on a Funraise Campaign Site:

The Virtuous Campaign details are synced as described above.

For transactions that occur on your website (not on a Funraise Campaign Site):

As long as the transaction occurs on a Campaign Site Giving Form, no matter where the form is located, the transaction will be assigned to the Virtuous Campaign.

For example, if you have a general donation form on your website and you want donations to that form to be connected with a Virtuous Campaign, you can create a Funraise Campaign Site and embed that Campaign Site's Giving Form on your website.

When an online transaction occurs outside of a Campaign Site, but on a Campaign Site Giving Form, the Virtuous Segment will be set to Site homepage.

For offline (check/cash) transactions:

When entering an offline transaction you can select the Funraise Campaign Site page (Page Goal) to assign the transaction to and this will sync the transaction with the Virtuous Campaign details configured for that Campaign Site.

Only new fundraiser pages are synced

Fundraising pages created prior to connecting with Virtuous will not be synced (as Segments), only pages created or edited after connecting with Virtuous will sync.