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"
}
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.
Check out the following guide provided by Virtuous here for further instructions.