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Virtuous Integrations

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

Table of Contents

 

Establish connection to your Virtuous account

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 default segments and designations

You can indicate the default settings for gifts on a per campaign basis.

 

Click the edit icon next to segment on each campaign row to map campaigns to your preferred segments for each campaign. Virtuous keeps a hierarchy between  Virtuous Campaign to Communication to Segments, so when mapping to a segment you will simply filter down from top to bottom as shown in example below:

Designation settings

If you would like to utilize designations in Virtuous, you can turn this on in your integration sync options by pressing the "Sync Options" button.

In options, you can set a default designation project which will be used for all donations. You can also provide a default designation if you'd like to track fees separately.

Example below:

If the default designation is set above, then each campaign gift will use this designation.  However, you can override this setting on a per campaign basis by editing the "Virtuous Designation" field on your campaign list. Example shown below.

Click the edit icon to provide a campaign-specific default designation.

You can also provide designations on a per campaign giving level, event offer (ticket, item for sale, or auction item) level as well. Simply edit your offer, and locate the setting at the bottom of your offer edit pop up window.  When syncing a donation that has a line item with a specific designation, the amount of the line item will be allocated to the specific designation and the rest of the amount will be allocated to the campaign-level designation you provided above (and the fee designation if that's also provided).

Default Segment

You can set a Default Segment at the account level that will be used for Pledge synchronizations. 

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.
  • Following Donor attributes will be synced: First Name, Last Name, Middle Name, Email Address, Mobile Phone, Title, Gender, Birth Date, Primary Address
  • 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.

Here is a quick reference to where you may be able to locate your data import jobs in Virtuous. Note this may change over time, so please refer to standard Virtuous documentation for details on how to process pending data import batches.

 

Premiums

Event Items (offers, tickets, auction items) that have an FMV setting on them are transferred with a premium line item in Virtuous. The premium codes can be set on the item directly in BetterUnite. If it's not set, the integration will automatically create the premium during the sync process.

Sync Donation 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 Peer-to-Peer Donations

Please refer to this article detailing how P2P donations are handled.

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.
    • BU: Checked-In -> Virtuous: Attended
    • BU: RSVPed -> Virtuous: RSVP = true
    • BU: Not Attending -> Virtuous: RSVP = null
    • BU RSVPed -> Virtuous: RsvpResponse = true
  • 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.

 

Sync Pledges

The Sync Pledges tab allows you to review and send pledge commitments directly to Virtuous with full visibility and control.

When you open this tab, you’ll see a list of pledges that are eligible for syncing, along with key details such as amount, created date, contact, campaign, and sync status. This makes it easy to confirm that each pledge is mapped correctly before it’s sent to Virtuous.

You can manually sync individual pledges by clicking the Sync button in the Action column. This is useful when you want to review or correct data before syncing. Synced pledges are clearly marked with a Synced status once successfully sent. Each synced record also shows the corresponding pledge ID created in Virtuous for easy reference.

Please note that Pledge records in Virtuous can have Project and Segment associated with them, and you can set these defaults on the Sync Options button on the page. If the pledge is within a campaign and the campaign is mapped to a Project and/or a Segment, this value will be inherited automatically to the pledge mapping. Otherwise, the default values set in your integration settings (Sync Options) will be used instead.

Filtering options at the top of the list let you narrow down pledges by date or status, helping you quickly find new, pending, or previously synced records.

This tab ensures your pledge data stays aligned between systems while giving you confidence that each commitment is synced accurately and intentionally.