Version: Next

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

The Virtuous Integration supports Action Pages with name, phone, email, and address fields on the form.

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 !

Note: The Action Pages, Team, and credentials can be modified at any time post-setup.

Data Relays

By default, Anedot will relay both financial and non-financial page data. However, if you only want to receive relays for financial pages, you can check the "Only relay donation page data" checkbox when creating or editing the integration's credentials.
- Every submission results in a relay to "find or create contact" in Virtuous based on email.
  - If there is no matching contact, one is created.
  - If there is a matching contact, no relay is generated.
- Additionally, if it is a donation submission, there is an additional "gift_designation" relay for the donation data.
In order to relay the segment properly, you will need to set up a hidden field called "segment_name" and set the appropriate segment value for that field (which can be set through URL parameters, as a global value, or as a page-specific value). The instructions are listed below.
- If the "segment" field is relayed as "null" it is most likely due to a setup issue.
Anedot relays void , refunds (only full refunds, not partial), and ach_returned events (sent once a day).
Push Unsent (failed donations, all donations) + date range for relays works for all Action Pages.
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.

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!

Field Mapping

Contact Individual Info

Anedot Field Name	Field Name in Virtuous
firstName lastName	name
Household	contact_type
Anedot	reference_source
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
segment_name	segment

Payload Examples

Contacts

Request Body

`{`  
 "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]](/cdn-cgi/l/email-protection)",  
     "is_opted_in": false  
   `}`, `{`  
     "type": "Home Phone",  
     "value": "5555555555",  
     "is_opted_in": false  
   `}`]  
 `}`]  
`}`

Response Body

`{`  
 "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]](/cdn-cgi/l/email-protection)",  
     "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"  
`}`

Gifts

Request Body

`{`  
 "amount": 11.0,  
 "contact": `{`  
   "id": 2260,  
   "name": "Organization name",  
   "email": "[[email protected]](/cdn-cgi/l/email-protection)",  
   "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 Body

`{``}`

Donation Reversal (void, refund, ach return)

Request Body

`{`  
 "notes": "",  
 "giftDate": "2023-12-22T00:00:00",  
 "reversedGiftId": 21728  
`}`

Response Body (Success)

`{`  
 "id": 21734,  
 "batch": null,  
 "grant": null,  
 "notes": "",  
 "amount": -55,  
 "giftUrl": "/api/Gift/21734",  
 "grantId": null,  
 "segment": null,  
 "tribute": null,  
 "giftDate": "2023-12-22T00:00:00",  
 "giftType": "ReversingTransaction",  
 "grantUrl": null,  
 "contactId": 2063,  
 "giftAskId": null,  
 "isPrivate": false,  
 "segmentId": null,  
 "tributeId": null,  
 "contactUrl": "/api/Contact/2063",  
 "segmentUrl": null,  
 "contactName": "Annie",  
 "mediaOutlet": null,  
 "receiptDate": null,  
 "segmentCode": null,  
 "tributeType": null,  
 "currencyCode": "USD",  
 "customFields": [],  
 "exchangeRate": 1,  
 "giftPremiums": [],  
 "createdByUser": "Paul Dietzel",  
 "mediaOutletId": null,  
 "transactionId": null,  
 "modifiedByUser": "Paul Dietzel",  
 "pledgePayments": [],  
 "reversedGiftId": 21728,  
 "amountFormatted": "-$55.00",  
 "isTaxDeductible": true,  
 "baseCurrencyCode": "USD",  
 "giftDesignations": [`{`  
 "id": 12689,  
 "display": "General Fund: -$55.00",  
 "project": "General Fund",  
 "projectId": 394,  
 "projectUrl": "/api/Project/394",  
 "projectCode": "1001",  
 "projectType": "Default",  
 "projectLocation": "Unspecified",  
 "amountDesignated": -55,  
 "externalAccountingCode": null  
 `}`],  
 "createDateTimeUtc": "2023-12-29T20:51:51.5903749Z",  
 "giftDateFormatted": "12/22/2023",  
 "giftTypeFormatted": "Reversing Transaction",  
 "transactionSource": null,  
 "cashAccountingCode": null,  
 "isAcknowledgedGift": false,  
 "acknowledgementDate": null,  
 "contactIndividualId": 3116,  
 "contactMembershipId": null,  
 "modifiedDateTimeUtc": "2023-12-29T20:51:51.741603Z",  
 "acknowledgementNotes": null,  
 "contactPassthroughId": null,  
 "receiptDateFormatted": "",  
 "contactPassthroughUrl": null,  
 "recurringGiftPayments": [],  
 "acknowledgeeIndividualId": null  
`}`  

Response Body (Failure)

`{`  
 "message": "The request is invalid.",  
 "modelState": `{`  
 "": ["Gift Transaction already exists."]  
 `}`  
`}`

Response Body (Error)

`{``}`

Response Status (Success)

Response Status (Failure)

Response Status (Error)

null

Aegis DonorPerfect MemberPress Planning Center QuickBooks Online

Adding a Virtuous Segment Name

Field Mapping

Contact Individual Info​

Contact Method​

Contact Address​

Action Pages Fund/Project​

Gift​

Payload Examples

Contacts​

Request Body​

Response Body​

Gifts​

Request Body​

Response Body​

Donation Reversal (void, refund, ach return)​

Request Body​

Response Body (Success)​

Response Body (Failure)​

Response Body (Error)​

Response Status (Success)​

Response Status (Failure)​

Response Status (Error)​

Contact Individual Info

Contact Method

Contact Address

Action Pages Fund/Project

Gift

Contacts

Request Body

Response Body

Gifts

Request Body

Response Body

Donation Reversal (void, refund, ach return)

Request Body

Response Body (Success)

Response Body (Failure)

Response Body (Error)

Response Status (Success)

Response Status (Failure)

Response Status (Error)