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(which of these is more important likely depends on your role). When integrating with Virtuous CRM+, efficient designation tracking will require keeping up with both your projects in Legacy RaiseDonors and your projects in Virtuous CRM+, and making sure the two stay in sync.
Or you could let our Virtuous CRM+ Sync integration do that for you.
Yep, as they say, "there's an app for that."
Configuring the Sync
First, log in to your Legacy RaiseDonors account. Then, click on the Settings icon in the upper right and select "Manage Account." Then, on the settings screen, select "Integrations" from the navigation menu on the left.
There, you'll see all of the available integration options. Scroll down and you'll see the Virtuous CRM+ Sync listed.
NOTE: The Virtuous CRM+ Sync is separate from the regular Virtuous CRM+ integration. You can choose to use both, or just use the existing Virtuous CRM+ integration as-is.
Click on the integration icon to configure the sync. The first step will ask for user credentials in order to authorize the sync.
We recommend creating a new user account in Virtuous CRM+ that is dedicated for the sync, as opposed to using the credentials of an existing user. This way, the sync will not be interrupted if a user changes their password. You can follow the steps in this article to add a Virtuous CRM+ user. Click "Authorize" to save the credentials and continue with setup. Ensure the user does not have two factor authentication or single sign-on enabled.
NOTE: If you have WorkOS SSO configured in Virtuous CRM+, you may need to create a new user account in Virtuous CRM+ with a domain other than the domain configured for WorkOS in order to ensure the user account is not set up to use SSO
On the next step, you will need to check the box next to "Enable Legacy RaiseDonors to sync projects to Virtuous CRM+ Projects from this moment forward" in order to activate the sync. The sync will not be active until you check the box and click "Update Settings," allowing time for you to review your projects and projects before activating.
If you do choose to run an initial import, any Projects in Virtuous CRM+ (that are set to the correct settings) that do not have a matching Project in Legacy RaiseDonors will get imported into Legacy RaiseDonors.
If you do not run an initial import, everything will remain the same between platforms. All projects in Legacy RaiseDonors will match to existing Projects in Virtuous CRM+ if they are matched by project Code - Project Code. Any existing Projects in Virtuous CRM+ that do not match with an existing project in Legacy RaiseDonors will not get imported into Legacy RaiseDonors and the sync will only run on new Projects created.
When you return to the main integrations page, you should now see that the Virtuous CRM+ Sync is active:
How Does the Sync Work?
The Virtuous CRM+ sync is a two-way sync, allowing data to flow seamlessly between platforms to make sure your data is consistent across both systems. This means that when a new project is added in Legacy RaiseDonors, 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 Legacy 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:
| Legacy RaiseDonors 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+ |
When a project is created in Legacy RaiseDonors, 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 Legacy RaiseDonors if the "Active," "Public," and "Available Online" flags are all set to TRUE. 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 Legacy RaiseDonors. 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:
Stopping the Sync
If at any point you want to stop syncing data, navigate to the Integrations page, click on the Virtuous CRM+ Sync icon, and then look for the big, red "Turn Off Sync" button.