How to configure the Virtuous + RaiseDonors integration

Welcome to the place where you can learn how to configure RaiseDonors to integrate with Virtuous CRM!

Step 1
Log into Virtuous and go to System Configuration then Application Keys and add a new Application Key for RaiseDonors.

Step 2
Log into RaiseDonors and goto your account settings, integrations, donor management page. From there, click the edit button next to Virtuous.

Now you can enable the Virtuous integration.

• If you wish, you check to have RaiseDonors send any test donations to Virtuous.
  
  
• For greater detail, you can check to have RaiseDonors send more information in the notes at Virtuous. More information here.
  
  
• Some organizations need to override the original segment value for recurring donation instances with a new value. If that is a need, supply the override value. Otherwise leave this field blank to use the segment value saved with the donation.
  
  
• You can customize how country and state names are sent to Virtuous (ISO3/ISO2/Full Name).
  
  
• If media attribution is enabled, you can also specify which custom field is used in Virtuous to save the media code.
  
  
• Supply your application key.
  
  
• You'll want to also ensure you are pointed at the "Production" hosted environment, unless Virtuous support tells you otherwise.
  
  
• Supply any contact email addresses if something should ever go wrong with the integration to Virtuous. It will send you an email if that occurs.

Step 3
Click Save and you are finished! Request that support @Virtous shows you how to batch and import the data RaiseDonors sends to Virtuous.