The iDonate integration for Virtuous will allow gifts to flow directly into Virtuous so they can be bundled and imported via the Gift Transaction Import.
To configure your integration, navigate to the System Configuration menu and then select "Manage Application Keys."
Click on the blue add button in the upper-right to add a new application key. Select "iDonate" from the list of options.
Once you have generated your application key, you'll need to provide that information to your support representative at iDonate. They will then set up and test your Virtuous connection. Once the connection is established, you will have two options which you'll need to discuss with your iDonate representative:
1) You may start having iDonate gifts flow directly into Virtuous for import, ignoring any historical iDonate transactions. Choose this option is you have already imported legacy giving data.
2) You may ask the iDonate team to push over all past iDonate transactions to import giving data. You may choose this option if you have not yet imported legacy giving data. However, be aware that you will still need to manually import any gift transactions NOT processed via iDonate.
Once your iDonate integration has been configured, you'll need to visit a specific URL to view transaction data that has been synced to Virtuous:
It may be easiest to bookmark this link for ease of future access.
As gifts begin to populate in your system, click the blue add button in the upper right to bundle them together and bring them into the gift transaction import tool. For more on processing gifts, view our training video on Batch Gift Entry.