The Fundraise Up integration allows gifts to flow through the import tool in Virtuous CRM+.
Setting up the Integration
First thing you need to do is create a user that is not linked to any of your current user. To create your new user you'll head to the navigation on the left of the screen then select Settings --> Team Settings.
This user should have most privileges within Virtuous CRM+. Best practice:
- Should be an admin user, so the Fundraise Up specific user has access to enter all data into Virtuous CRM+.
- OR if that makes you uncomfortable, you can create a unique permission group (Settings-->All Settings--> Permissions--> Create Permission Groups) for the user... it must have the following full permissions:
- Contacts
- Projects
- Gifts
- Recurring Gifts
Connecting with Fundraise Up
Now that you've created a user to use with Fundraise Up, you're ready to connect. Head over to this article from Fundraise Up to learn how to connect within the Fundraise up system:
Select this link to navigate to review the full article.
Other Available Help
Hooray! You're connected and ready to roll. Here are some additional resources for your integration with Fundraise Up.