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Virtuous Integrations

Transfer your donors and donations from BetterUnite to Virtuous

Once you setup your connection from your BetterUnite account to your Virtuous account, you will be able to sync the donations (and donors) 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.