When online Gifts or Contact data comes into CRM+ through an integration, such as Virtuous Raise or Eventbrite they don’t post directly to a Contact record. Instead, Virtuous CRM+ holds all Gift transactions and Contact updates from a 24 hour period and bundles them into an import in the Gift and Contact Import Tool each night. If you need Gifts and Contact updates to appear on a Contact record or in reports sooner, for instance, on a high-traffic day or after an event, you can manually bundle them to the Import Tool from the Data Management page at any time.
To manually bundle Gifts or Contact updates before the automatic nightly sync:
- Navigate to Settings, then select Data Management.
- Select View Gift Transactions to view Gift transactions, or select View Pending Contacts to view Contact updates. Each displays records from your integrations that have not yet been bundled into the Import Tool.
- Use the checkbox to select specific transactions, or all, that you want to bundle. If you have more records than fit on one page, select the blue hyperlink at the top to include all results.
- Click Bundle in the top right to push the selected transactions to a new import in the Gift and Contact Import Tool.
- Finally, these records still need review and importing before they appear on a Contact record or in reports. Navigate to the Import Tool to review and import the bundled Gifts as usual.
Learn more about processing and importing Gift and Contact data in the Import Tool here.