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Virtuous CRM Overview

Virtuous is a comprehensive donor management platform that combines CRM functionality, marketing automation, and fundraising tools to help nonprofits build stronger relationships with their supporters. The WeGive integration provides seamless bidirectional synchronization between your WeGive donation platform and Virtuous CRM.

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Key Features

  • Contact Management: Comprehensive donor and organization profiles with relationship tracking
  • Gift Processing: Advanced donation tracking and gift management
  • Project Management: Detailed fund and campaign designation tracking
  • Recurring Gifts: Automated recurring donation management
  • Segmentation: Dynamic donor grouping and communication lists
  • Marketing Automation: Integrated email and communication workflows
  • Reporting & Analytics: Advanced analytics on donor engagement and giving patterns

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Integration with WeGive

The WeGive Virtuous integration provides:

  • Bidirectional Data Sync: Real-time and batch synchronization between both platforms
  • Automatic Donor Management: Seamless contact creation and updates
  • Transaction Processing: Automated gift tracking and reconciliation
  • Fund Synchronization: Consistent project structures across platforms
  • Recurring Gift Management: Automated recurring donation tracking
  • Campaign Integration: Segment-based campaign management
  • Comprehensive Logging: Complete audit trail of all integration activities

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Integration Versions

The WeGive Virtuous integration supports two versions to accommodate different organizational needs:

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Version 1 (V1) - Legacy

  • Contact Model: Simple one-to-one mapping between WeGive donors and Virtuous contacts
  • Data Structure: Direct contact ID mapping
  • Best For: Organizations with straightforward donor management needs
  • Status: Supported for existing customers, V2 recommended for new implementations

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Version 2 (V2) - Current

  • Contact Model: Advanced hierarchical structure supporting Virtuous’s Contact → ContactIndividual model
  • Household Support: Full support for family and household relationships
  • Organization Handling: Enhanced support for corporate and organization donors
  • Best For: Organizations requiring complex relationship tracking and household management
  • Status: Recommended for all new implementations

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Getting Started

To begin using the WeGive Virtuous Integration:

  1. Review the Setup Requirements
  2. Understand the Version Differences
  3. Configure your Integration Settings
  4. Review the Data Mapping documentation

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Core Objects

The following Virtuous objects are central to the WeGive integration:

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V1 Integration Objects

  • Contact: Individual and organization donor records
  • Gift: Donation and payment records
  • Project: Fund categories and designations
  • Segment: Campaign and communication groups
  • RecurringGift: Recurring donation schedules

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V2 Integration Objects

  • Contact: Household and organization records
  • ContactIndividual: Individual people within contacts
  • Gift: Donation and payment records with enhanced tracking
  • Project: Fund categories and designations
  • Segment: Campaign and communication groups
  • RecurringGift: Advanced recurring donation management

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Integration Architecture

The integration utilizes:

  • Virtuous API: RESTful API for all data operations
  • Real-time Sync: Immediate synchronization for critical updates via webhooks
  • Batch Processing: Efficient daily batch jobs for large data sets
  • Error Recovery: Automatic retry logic and comprehensive error handling
  • Rate Limiting: Respectful API usage with built-in throttling
  • Version Support: Simultaneous support for both V1 and V2 architectures

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Best Practices

When working with the Virtuous integration:

  • Choose the Right Version: V2 is recommended for new implementations
  • Data Quality: Maintain clean, consistent data across both platforms
  • Regular Monitoring: Review integration logs for any sync issues
  • Test Thoroughly: Always test configuration changes in a safe environment
  • Backup Strategy: Maintain regular backups before major data operations
  • Performance Optimization: Monitor API usage and sync performance

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Migration Path

For organizations using V1 integration:

  • Seamless Migration: V2 migration is supported with minimal disruption
  • Data Preservation: All existing data relationships are maintained
  • Enhanced Features: Access to improved household and relationship management
  • Backward Compatibility: V1 functionality continues to work during transition

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Support and Resources