The Fundraise Up integration allows you to put your gifts directly into Virtuous, bypassing the import tool.
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. Best practice:
- Should be an admin user, so the Fundraise Up specific user has access to enter all data into Virtuous.
- 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:
- 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: https://help.fundraiseup.com/connecting-virtuous-crm-to-fundraise-up
Other Available Help
Hooray! You're connected and ready to roll. Here are some additional resources for your integration with Fundraise Up.