Virtuous is a CRM software used by nonprofits to manage their data.
To connect your Anedot fundraising account to Virtuous, follow the steps below:
Access the Settings>Integrations>Directory tab within your fundraising account
Click + New Connection
Select Virtuous from the list of available integrations
Next, select the Action Pages you would like connected to Virtuous.
Optional: Select a Team from the dropdown list to scope the connection to only send team-specific data to Virtuous
Apply your Virtuous API Key
Optional: To relay data from Donation Pages only, check the Relay donations pages only box. If this box is unchecked, Lead Pages data will also relay.
Click Save!
Adding a Virtuous Segment Name
To assign the Virtuous segment_name to an Action Page, access the Action Page Builder within the Action Pages>Pages tab. Next, hover over the Action Page you would like to apply the segment_name to and click Actions>Edit.
Within the Builder, access the Form tab. Within the Form tab, you can add a custom Hidden Field to apply segment_name.
Next, access the Settings>Sharing>Page Specific Values tab to add a custom segment_name.
Be sure to click Publish before exiting the Builder!
Virtuous Fields Available
Contact Individual Info
Anedot Field Name | Field Name in Virtuous |
title | prefix |
suffix | suffix |
first_name | firstName |
last_name | lastName |
middle_name | middleName |
Contact Method
Anedot Field Name | Field Name in Virtuous |
"Home Email" | type |
value | |
communication_consent_email | isOptedIn |
"Home Phone" | type |
phone | value |
communication_consent_phone | isOptedIn |
Contact Address
Anedot Field Name | Field Name in Virtuous |
line_1 | address1 |
line_2 | address2 |
city | city |
region | stateCode |
postal_code | postal |
country | countryCode |
Action Pages Fund/Project
Anedot Field Name | Field Name in Virtuous |
name | name |
public_description | description |
"Ongoing" | financialNeedType |
"OngoingNeed" | financialNeedType |
"annually" | financialNeedFrequency |
identifier | revenueAccountingCode |
"Unspecified" | location |
"Not Allocated" | inventoryStatus |
"Default" | type |
TRUE | isActive |
FALSE | enableSync |
Gift
Anedot Field Name | Field Name in Virtuous |
"Donation" | transactionSource |
submissionId | transactionId |
created_at | giftDate |
payment_type | giftType |
total_amount | amount |
frequency | frequency |
card_type | creditCardType |
Virtuous Contact Payload Example
Payload Request for Create Contact Endpoint
{
"name": "Organization Name",
"contact_type": "Organization",
"reference_source": "Anedot",
"contact_addresses": [{
"city": "Washington",
"state": "DC",
"postal": "20001",
"country": "US",
"address1": "123 Apple Road",
"address2": null
}],
"contact_individuals": [{
"prefix": null,
"suffix": null,
"last_name": "last_name",
"first_name": "first_name",
"middle_name": null,
"contact_methods": [{
"type": "Home Email",
"value": "[email protected]",
"is_opted_in": false
}, {
"type": "Home Phone",
"value": "5555555555",
"is_opted_in": false
}]
}]
}
Response
{
"id": 2259,
"name": "Organization name",
"tags": [],
"address": {
"id": 1784,
"city": "Washington",
"label": "Primary Address",
"state": "TX",
"endDay": 31,
"postal": "20001",
"country": "United States",
"address1": "123 Apple Road",
"address2": null,
"endMonth": 12,
"startDay": 1,
"isPrimary": true,
"startMonth": 1,
"canBePrimary": false,
"createdByUser": "Paul's Key",
"modifiedByUser": "Paul's Key",
"createDateTimeUtc": "2022-12-27T20:06:00.8420246Z",
"modifiedDateTimeUtc": "2022-12-27T20:06:01.6110025Z"
},
"website": null,
"isPrivate": false,
"contactType": "Organization",
"description": null,
"giftAskType": null,
"customFields": [],
"informalName": "Organization name",
"lastGiftDate": "Unavailable",
"createdByUser": "Paul's Key",
"giftAskAmount": "$0",
"maritalStatus": null,
"originSegment": null,
"anniversaryDay": null,
"contactTagsUrl": "/api/ContactTag/ByContact/2259",
"lastGiftAmount": "$0",
"modifiedByUser": "Paul's Key",
"anniversaryYear": null,
"contactGiftsUrl": "/api/Gift/ByContact/2259",
"contactNotesUrl": "/api/ContactNote/ByContact/2259",
"originSegmentId": null,
"anniversaryMonth": null,
"lifeToDateGiving": "$0",
"primaryAvatarUrl": null,
"yearToDateGiving": "$0",
"contactReferences": [],
"createDateTimeUtc": "2022-12-27T20:06:00.8107998Z",
"customCollections": [],
"contactIndividuals": [{
"id": 3329,
"gender": null,
"prefix": null,
"suffix": null,
"passion": null,
"birthDay": null,
"lastName": "last_name",
"avatarUrl": null,
"birthDate": "",
"birthYear": null,
"contactId": 2259,
"firstName": "first_name",
"isPrimary": true,
"birthMonth": null,
"isDeceased": false,
"middleName": null,
"isSecondary": false,
"canBePrimary": false,
"customFields": [],
"createdByUser": "Paul's Key",
"approximateAge": null,
"canBeSecondary": false,
"contactMethods": [{
"id": 4187,
"type": "Home Email",
"value": "[email protected]",
"isOptedIn": false,
"isPrimary": true,
"canBePrimary": false,
"createdByUser": "Paul's Key",
"modifiedByUser": "Paul's Key",
"createDateTimeUtc": "2022-12-27T20:06:00.8107998Z",
"modifiedDateTimeUtc": "2022-12-27T20:06:01.6266287Z"
}, {
"id": 4188,
"type": "Home Phone",
"value": "4444444222",
"isOptedIn": false,
"isPrimary": true,
"canBePrimary": false,
"createdByUser": "Paul's Key",
"modifiedByUser": "Paul's Key",
"createDateTimeUtc": "2022-12-27T20:06:00.8420246Z",
"modifiedDateTimeUtc": "2022-12-27T20:06:01.6266287Z"
}],
"modifiedByUser": "Paul's Key",
"createDateTimeUtc": "2022-12-27T20:06:00.8107998Z",
"customCollections": [],
"modifiedDateTimeUtc": "2022-12-27T20:06:01.6110025Z"
}],
"organizationGroups": [],
"mergedIntoContactId": null,
"modifiedDateTimeUtc": "2022-12-27T20:06:01.6110025Z",
"contactPlannedGiftsUrl": "/api/PlannedGift/ByContact/2259",
"contactRelationshipsUrl": "/api/Relationship/ByContact/2259",
"contactImportantNotesUrl": "/api/ContactNote/Important/ByContact/2259",
"contactRecurringGiftsUrl": "/api/RecurringGift/ByContact/2259",
"contactPassthroughGiftsUrl": "/api/Gift/Passthrough/ByContact/2259"
}
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Virtuous Gift Payload Example
Payload for Create Gift Endpoint
{
"amount": 11.0,
"contact": {
"id": 2260,
"name": "Organization name",
"email": "[email protected]",
"phone": "5555555555",
"title": null,
"suffix": null,
"address": {
"city": "Washington",
"state": "DC",
"postal": "20001",
"country": "US",
"address1": "123 Apple Road",
"address2": null
},
"last_name": "last_name",
"first_name": "first_name",
"middle_name": null
},
"segment": null,
"frequency": null,
"gift_date": "12/27/2022",
"gift_type": "Credit",
"designations": [{
"code": "1001",
"name": "General Fund",
"amountDesignated": 11.0
}],
"transaction_id": "19f23b8c-ae1b-45fb-a4a7-3302e72e88ec",
"credit_card_type": "Visa",
"transaction_source": "Donation",
"recurring_gift_transaction_id": null
}
Response
200
Gift records are imported once daily at midnight by Virtuous.
Access the Import Tool within Virtuous to import the Gift batch manually.
โ
Check out the following guide provided by Virtuous here for further instructions.