The Legacy RaiseDonors integration for Virtuous CRM+ will allow gifts to flow directly into Virtuous CRM+ so they can be bundled and imported via the Gift Transaction tool. Let's walk through setting up that integration!
Note: we're integrating the Virtuous CRM+ integration, not the Virtuous CRM+ Sync integration. Read more about Virtuous CRM+ Sync here.
To configure your integration, start in Virtuous CRM+. Select "All Settings" page from the "Settings" Primary Navigation menu.
Click on the blue "Create an Application Key" button in the upper-right to add a new application key. Select "Legacy RaiseDonors" from the list of options.
Copy the generated application key.
Then login to your Legacy RaiseDonors and navigate to Integrations under System Settings. Select the Virtuous CRM+ icon near to the bottom, activate, and paste your application key in the field.
Once this key has been copied into field, you'll have a few more options to enable in your integration including:
- Hosted Environment: Ensure that the Hosted Environment is Production.
- Include Test Donations: You can check to have Legacy RaiseDonors send any test donations to Virtuous CRM+.
- Include Verbose Notes: For greater detail, you can check to have Legacy RaiseDonors send more information in the notes field on a gift in Virtuous CRM+.
- Import full giving history into Donor Portal
- Enable Debug Mode (Note: this will turn off after 48 hours). This will log communication of activity from Virtuous CRM+ to Legacy RaiseDonors to show the full payload of what was sent rather than just basic transaction details in the instance there are any issues in the integration.
- Set Receipt Date: You can optionally, set the Receipt Date to the date of the gift in Virtuous CRM+. If you are using the Virtuous CRM+ receipting tool, leave this un-checked.
- Enable Virtuous CRM+ Responsive Listener: Learn more about Responsive Listener here.
- Segment Override: Some organizations need to override the original segment value for recurring donation instances with a new value. If that is a need, supply the override value. Otherwise leave this field blank to use the segment value saved with the donation.
- Country and State Format: You can customize how country and state names are sent to Virtuous CRM+ (ISO3/ISO2/Full Name).
- Other Fields (e.g., Shipping Address, Last 4 of CC, Expiry Date): To include additional details from a Legacy RaiseDonors donation in Virtuous CRM+, use these fields to map to the corresponding Gift Custom Fields. Ensure that the Gift Custom Field names are a single text string with no spaces, such as 'Google_UTM_Source'.
It's Synced! What Now?
Once your Legacy RaiseDonors integration has been configured, you'll want to make sure that each of your giving pages includes Segment Codes and Project Codes that sync with the values already set up in your Virtuous CRM+ instance. For more on syncing data between Virtuous CRM+ and Legacy RaiseDonors, check out this help article.
As gifts are received, they can be seen in real time on the Gift Transactions page in Virtuous CRM+. Gift transactions will be bundled nightly and bundled together into an import file.
These imports will be visible on the Gift and Contact Import page as they are available.