Virtuous Integrations

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).

 

Peer-to-Peer Considerations

When a campaign has P2P turned on and is sync'ed to Virtuous, the integration will address various scenarios to determine the appropriate segment and communication id associated with each gift.

When a donation originates from a "child campaign" (i.e., a fundraiser page created to support the master campaign being synchronized), the segment representing the fundraiser page will be used instead of the default segment set for the master campaign in your mappings. To identify the segment, the sync operation will first search for it within the same communication ID as the master campaign's mapped segment, using the fundraiser's name. If it is not found, it will be automatically created during the sync process.

For donations originating from a "grandchild campaign" (i.e., a fundraiser page created to support a parent fundraiser page associated with the master campaign), a communication record representing the parent fundraiser page will be utilized. The sync mechanism does not automatically create the communication record for the parent fundraiser page, so you must ensure that the master campaign has a communication record with the same name as the parent fundraiser in your Virtuous account before syncing this record. Once a match is identified, the sync mechanism will also apply the segment corresponding to the source grandchild campaign as previously described.

Examples to clarify mappings:

3 fundraiser pages:

1) Master Campaign: Fall Marathon

2) Child Campaign (someone created a team under Master Campaign):  The Microsoft Team

3) Grandchild Campaign (someone created a campaign under the "The Microsoft Team" child campaign): The Smith Family Team

Example Mappings:

Master Campaign mapped to Virtuous:  

Campaign -> Campaign 1 

Communication -> Communication 1_1

Segment -> Segment 1_1_1

Donation & Sync Scenarios:

1) A direct $100 donation on the Fall Marathon page:

Virtuous Gift:  

Segment -> Segment 1_1_1

2) A donation to The Microsoft Team page:

Virtuous Gift:  

Campaign -> Campaign 1

Communication -> 1_1

Segment -> "The Microsoft Team" (auto-created if not exists)

3) A donation to The Smith Family Team page:

Virtuous Gift:

Campaign -> Campaign 1

Communication -> "The Microsoft Team" (must pre-exist under Campaign 1, integration does not auto-create this)

Segment -> "The Smith Family Team" (auto-created under "The Microsoft Team" communication if not existing)

 

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.

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

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.