Virtuous

The integration between WeGive and Virtuous CRM facilitates comprehensive donor management and engagement capabilities with a robust two-way bi-directional sync. Here's how it works:

1. Unified Contact Profiles:
   • Contacts and contact individuals within Virtuous CRM and WeGive each have their own profiles, ensuring that donor information is synchronized across both platforms.
2. Managing Pledges and Recurring Gifts:
   • Donors can manage their pledges and recurring gifts seamlessly through the integration. Changes made in Virtuous CRM or WeGive regarding donation commitments are reflected in real-time or through scheduled batch processes, maintaining accuracy and consistency.
3. Fundraiser Management:
   • Nonprofits can oversee and manage fundraisers effectively through the integrated platforms. This includes tracking donor contributions, campaign progress, and donor engagement activities associated with specific fundraising initiatives.
4. Two-Way Bi-Directional Sync:
   • The integration supports a two-way sync, allowing data updates to flow between WeGive and Virtuous CRM in both directions. This ensures that changes made in one platform (e.g., donor updates, donation records) are reflected in the other, enhancing data integrity and operational efficiency.
5. Real-Time or Batch Processing:
   • Data synchronization can occur in real-time or through Virtuous CRM's batch processing capabilities, accommodating varying organizational needs and ensuring timely updates across platforms.

Overall, the WeGive and Virtuous CRM integration empowers nonprofits to cultivate stronger donor relationships, streamline fundraising efforts, and provide personalized donor experiences by leveraging synchronized data and efficient management tools.

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WeGive – Virtuous Integration Guide

1. Introduction

Overview

This document explains the WeGive–Virtuous integration, covering setup, configuration, debugging, and the data synchronization process. Virtuous is a comprehensive nonprofit CRM that serves as the “source of truth” for donor management. It tracks Contacts (including households, individuals, and companies), Gifts, Recurring Gifts, Pledges, Campaigns, Projects, Events, and more. The WeGive integration enables bi-directional data syncing so that online giving, recurring donations, and donor activities processed through WeGive automatically update Virtuous.

Purpose

The integration ensures that every donation—whether it’s a one‑time gift, a recurring donation, or a pledge—is recorded in Virtuous, while also pulling in donor profile updates (such as contact details and engagement history). This enables organizations to enjoy a unified view of donor activity and streamline their fundraising operations. In essence, WeGive functions as a Customer Data Platform (CDP) that enhances the donor portal experience while ensuring data integrity in Virtuous.

Audience

This guide is designed for Virtuous administrators and WeGive account admin users responsible for configuring, monitoring, and troubleshooting the integration.

Conventions

• API Names & Record Types: Always use the Virtuous API names when configuring mappings.

• Field-Level Permissions: Ensure all fields involved in the integration are visible to the Virtuous API user to prevent synchronization errors.

• OAuth & Authentication: Virtuous uses OAuth 2.0 for API authentication; ensure your API credentials are correctly configured.

• Rate Limits: The Virtuous API is rate-limited to 1,500 requests per hour.

• Mapping Rules: Default mappings are provided but can be customized. Changes in mapping rules may affect data sync.

2. Getting Started

System Requirements

To start with the WeGive–Virtuous integration, you will need:

• A Virtuous account with administrative privileges to access API settings and field-level configurations.

• A WeGive account with the Virtuous integration enabled.

• API credentials from Virtuous (typically obtained from your Virtuous admin portal) including an OAuth client ID, client secret, and access token.

• Ensure that your Virtuous instance (production or sandbox) matches your WeGive account’s environment.

Setup Steps

1. Obtain Virtuous API Credentials:

Log into your Virtuous admin panel and navigate to the API settings. Generate or locate your OAuth credentials. Make note of your client ID, client secret, and any relevant endpoint URLs.

2. Configure Virtuous Security Settings:

Verify that all fields required for integration (e.g., Contact fields, Gift details, Pledge attributes) are accessible to the API user. Adjust field-level permissions if necessary.

3. Enter Credentials in WeGive:

In your WeGive account, navigate to the Integrations page and select the Virtuous integration. Input your Virtuous API credentials (client ID, client secret, access token, and correct instance URL).

4. Test the Connection:

Use the “Test Connection” feature in WeGive to confirm that the integration can communicate with Virtuous successfully.

5. Initiate Data Sync:

Once connected, you can manually trigger an initial sync. Subsequent syncs occur automatically (for example, pulling data from Virtuous every 15 minutes and pushing updates from WeGive with a 5‑minute delay).

3. User Interface

The Virtuous integration interface in WeGive provides access to:

• General Settings:

Configure API credentials, specify the instance URL (production or sandbox), and set OAuth parameters.

• Mapping Rules:

View and adjust the default field and object mappings. For instance, WeGive Supporters are mapped to Virtuous Contacts, Donations to Gifts, Recurring Plans to Recurring Gifts, and Pledges to Virtuous Pledge records. Additional objects like Campaigns, Projects, and Events are also mapped accordingly.

• Sync Settings:

Manage synchronization frequency and manual sync triggers.

Example: Data from Virtuous is pulled every 15 minutes, while pushes from WeGive occur with a 5‑minute delay.

• Integration Logs:

Detailed logs that capture every sync event, error messages, and warnings. These logs are essential for diagnosing issues, such as field-level permission errors or exceeding the API rate limit.

4. Default Mapping Rules

WeGive’s default mapping between its objects and Virtuous objects is designed to maintain data integrity across systems. Key mappings include:

• Supporters → Contacts:

• WeGive individual and company donor profiles are mapped to Virtuous Contacts.

• Households in Virtuous aggregate related individuals, mirroring how WeGive groups donor data.

• Donations (Gifts) → Gifts:

• One‑time giving transactions in WeGive sync with Virtuous Gift records.

• Recurring Plans → Recurring Gifts:

• Ongoing donations set up in WeGive create corresponding Recurring Gift records in Virtuous.

• Pledges → Pledges:

• Donor commitments (pledges) are synced directly to Virtuous Pledge records.

• Campaigns & Projects:

• Fundraising initiatives in WeGive are linked with Virtuous Campaigns and Projects to track donation allocation.

• Events:

• Event registrations and ticket sales in WeGive are mapped to Virtuous Event records.

Mapping is primarily handled via unique reference IDs that tie each record in WeGive to its corresponding record in Virtuous. Default mapping rules can be overridden in WeGive if your organization’s data structure requires custom logic.

5. Troubleshooting

If synchronization issues occur, follow these steps:

• Integration Logs:

Review the WeGive integration logs for error messages related to field-level permissions, data mismatches, or API rate limit errors (remember the Virtuous API limit is 1,500 requests per hour).

• Field-Level Permissions:

Ensure that every field used in the mapping has the correct visibility settings in Virtuous.

• Mapping Validation:

Double-check your mapping rules in WeGive. Any misconfigured field mappings can lead to data discrepancies.

• Rate Limits:

Monitor your API usage. If the rate limit is exceeded, the integration may experience delays or temporary failures.

• Manual Sync:

After making configuration changes, trigger a manual sync to test the connection and data flow.

• Error Details:

Utilize the detailed error messages in the integration logs to pinpoint issues. Common errors often relate to authentication, missing fields, or incorrect API endpoints.

6. Maintenance and Updates

Regular maintenance is crucial for a seamless integration:

• Monitor Logs:

Regularly check integration logs for any recurring issues. Address warnings or errors promptly.

• Field & Mapping Reviews:

Periodically verify that field-level permissions in Virtuous remain correct, especially after updates or changes in your data structure. Review mapping rules to ensure they still match your organizational needs.

• Testing:

Test the integration after any updates to Virtuous or WeGive. Use sandbox environments where possible before pushing changes to production.

• Credential Management:

Keep API credentials secure and update them if necessary. Ensure that OAuth tokens are refreshed according to Virtuous’s guidelines.

• Documentation Updates:

Maintain up-to-date internal documentation for your mapping rules and any customizations to help your team troubleshoot effectively.

7. Appendix / FAQ

FAQ

Q: What is the Virtuous API rate limit?

A: The Virtuous API is rate-limited to 1,500 requests per hour.

Q: How often does the integration sync data?

A: WeGive pulls data from Virtuous every 15 minutes and pushes data to Virtuous with a 5‑minute delay.

Q: Which Virtuous objects does WeGive sync with?

A: WeGive synchronizes Supporters (Contacts), Gifts, Recurring Gifts, Pledges, Campaigns, Projects, and Events.

Q: What should I do if a field isn’t syncing?

A: Verify that the field-level permissions in Virtuous allow API access and review your mapping rules in WeGive for any misconfigurations.

Contact Support

For additional help with the WeGive–Virtuous integration, please contact support@wegive.com.

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