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Virtuous

Virtuous is a CRM software used by nonprofits to manage their data.

To connect your Anedot fundraising account to Virtuous, follow the steps below:

  1. Access the Settings>Integrations>Directory tab within your fundraising account

  2. Click + New Connection

  3. Select Virtuous from the list of available integrations

  4. Next, select the Action Pages you would like connected to Virtuous.

  5. Optional: Select a Team from the dropdown list to scope the connection to only send team-specific data to Virtuous

  6. Apply your Virtuous API Key

  7. 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.

  8. Click Save!

Continue to the guides below to learn more!

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

email

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": "example@gmail.com",
     "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": "example@gmail.com",
     "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": "example@gmail.com",
   "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