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Virtuous Integrations

Transfer your donors, donations, guests and volunteers from BetterUnite to Virtuous

Setup Connection

Once you setup your connection from your BetterUnite account to your Virtuous account, you will be able to sync the donations (and donors), event attendees/guests, and volunteer sign ups to your Virtuous account by clicking a button.

Setup your connection to Virtuous

  • In your BetterUnite account, click the settings icon in the top navigation bar

  • In the left sidebar menu, navigate to Integrations

  • In the "Available Integrations" search bar, search for Virtuous -> and click Manage

  • Follow the instructions on screen to create an API Key in your Virtuous account and update this setup page with the API Key to establish the connection.
  • Note: You can remove this connection anytime from your setup page here, or you can remove access from within Virtuous by removing the API Key.

 

Configure your integration

Once your connection is established above, you will have the option to set preferences for your integration.

Map your campaigns & segments

You can indicate how your BetterUnite campaigns will transfer to your Virtuous campaigns.

Example campaign list below:

 

Designation settings

If you would like to utilize designations in Virtuous, you can turn this on in your integration settings. Example below:

 

Sync donations

For each campaign, you will be able to click "Sync" button to sync individual donations.

The donations are transferred to your Virtuous account immediately and is in "pending" status while the batch in Virtuous is reviewed and the import is completed (as per Virtuous process).

Once the donations are processed in your Virtuous account, the status is automatically available as "Sync'ed" in your integration page in BetterUnite.

 

Additional notes on sync:

  • Gross amount is used as the sync'ed amount
  • Contact/Donors are automatically matched within the Virtuous import process because we are using the recommended integration approach with Virtuous that will allow their internal smart matching to work after the data is sent.
  • When a donation is sync'ed to Virtuous, it goes into a batch in Virtuous that can then be reviewed and imported within Virtuous. This is part of standard/recommended integration practice by Virtuous.

Premiums

If your donations have line items that have FMV values provided in BetterUnite, they will also be handled automatically during the sync process and they will be tied to premiums automatically created during the sync.

 

Additional Options

There are several sync options for you to take advantage of if applicable below.

  • Ability to bulk-exclude $0 transactions

  • Ability to mark a donation to be excluded from sync'ing. You can undo this anytime.

  • Once a donation is sync'ed and you want to re-try sending it, you can reset the status and try again.

 

Sync Guests

You can click the Sync Guests tab to view your events and sync guests to Virtuous. Much like the transactions tab, you will be asked to map your BetterUnite event to the corresponding Virtuous event so that the information can be transferred to the appropriate destination.  Once you select the mapping for your event and save mapping, you will be able to click the Sync Guests button to sync all guests to your Virtuous event.

Guest Sync Notes:

  • All guests that have at least a name specified will be transferred to your Virtuous event as an attendee
  • Attendee status flags in Virtuous will be set from the guest status in BetterUnite, namely: "RSVP",  "RSVP Response (no response, confirmed, declined)", and "Attended" statuses will be updated.
  • You can sync guests as many times as you need to. The integration provides the unique id information for each guest to ensure tickets will not be duplicated with multiple updates.
  • The contact import mechanism of Virtuous will be utilized and Virtuous import tool will reconcile against your Virtuous contacts and attendees. You will need to complete the data import action in Virtuous for the changes to take effect. This is the recommended method as per Virtuous.

 

Sync Volunteers

You can click the Sync Volunteers tab to view your volunteer sign up pages and sync volunteers to Virtuous opportunities. Much like the transactions tab, you will be asked to map your BetterUnite page to the corresponding Virtuous opportunity so that the information can be transferred to the appropriate destination.  Once you select the mapping for your sign up page and save mapping, you will be able to click the Sync Volunteers button to sync all volunteers to your Virtuous opportunity.

Volunteer Sync Notes:

  • All volunteers that have at least a name specified will be transferred to your Virtuous opportunity with a volunteer attendance log
  • You can sync guests as many times as you need to. The integration provides the unique id information for each volunteer to ensure volunteers will not be duplicated with multiple updates.
  • The contact import mechanism of Virtuous will be utilized and Virtuous import tool will reconcile against your Virtuous contacts and volunteers. You will need to complete the data import action in Virtuous for the changes to take effect. This is the recommended method as per Virtuous.