Instrumentl’s Virtuous integration provides a one-way sync of data from Instrumentl to your Virtuous CRM. This integration helps you minimize duplicate data entry, enrich your records and share deeper insights with your broader fundraising team in Virtuous.
This article focuses on mapping fields between Instrumentl and Virtuous when configuring your integration. Please refer to our main Virtuous Integration Guide first for more information on overall integration capabilities and full setup instructions.
➡️ Mappable Fields
Many Instrumentl Funder and Opportunity fields can be mapped to corresponding fields in Virtuous.
We cannot sync Tasks to Virtuous because the Virtuous API doesn't support this type of record syncing.
Changes are automatically synchronized from Instrumentl to Virtuous whenever a record in Instrumentl is updated, provided the field is mapped.
See the field-mapping tables below to verify which fields can be synced from Instrumentl to Virtuous.
Custom Fields in Instrumentl can be mapped to Custom Fields in Virtuous, provided they are the same data type. (We do not support Y/N fields or picklists for Custom Field mapping.)
💰 Funders
Instrumentl Record | Instrumentl Field | Virtuous Record | Virtuous Field | Notes |
Funder | Name | Contact | Name |
|
— | — | Contact | Contact Type | 'Organization' by default |
— | — | Contact | Reference ID | Auto-set by Virtuous (EIN if available) |
— | — | Contact | Reference Source | 'Instrumentl' by default |
Funder | Funder Website | Contact | Website |
|
Funder | Funder Notes | Contact Note | Contact Note | *see Contact Note Type below |
Funder | [Funder Note timestamp on the backend] | Contact Note | Created | Date/time Funder Note was created in Instrumentl |
Funder | Address | Contact Address | Addresses |
|
Funder | Key People | Contact Individuals | Individuals | "First/Last Name" placeholder synced as fallback |
*Contact Note Type
Funder Notes do not have a "Type" in Instrumentl. Therefore, when Funder Notes sync to Virtuous as Contact Notes, the Type field will be assigned based on the Contact Note Type you select in the 'Map Funder Data' section of the Virtuous Integration settings.
📜 Opportunities
Instrumentl Record | Instrumentl Field | Virtuous Record | Virtuous Field | Notes |
Opportunity | Opportunity Name | Grant | Title |
|
Opportunity | Overview | Grant | Description |
|
Opportunity | Full Proposal Submission Deadline | Grant | Due Date |
|
Opportunity | Full Proposal Submission Date | Grant | Submission Date |
|
Opportunity | Expected Notification Date | Grant | Anticipated Award Date |
|
Opportunity | Amount Requested | Grant | Total Anticipated Amount |
|
Opportunity | Amount Awarded | Grant | Awarded Amount |
|
Opportunity | Awarded Date | Grant | Awarded Date |
|
Opportunity | Status | Grant | Status | |
Opportunity | — | Grant | Awarded Grant | Awarded Status → 'Awarded' Y/N field |
Opportunity | Opportunity Website | Grant | Website |
|
— | — | Grant | Grant Type | 'Incoming' by default |
Opportunity | Opportunity Notes | Contact Note | Contact Note |
**Syncing Opportunity Notes
"Grant Notes" do not exist in Virtuous. So, Instrumentl maps Opportunity Notes to Contact Notes instead. This field mapping is optional. To enable this sync, toggle on the 'Opportunity Notes' field from the 'Map Opportunity Data' section of the Virtuous Integration settings.
Just like with Funder Notes field mapping, you need to select the Virtuous Contact Note Type you'd like assigned to your "Opportunity Notes" (synced as Contact Notes).
📁 Support & Resources
When you subscribe to a paid plan, let your dedicated onboarding advisor know that you'd like to set up your Virtuous Integration. They'll be happy to assist!
In certain instances, you may wish to consult your Virtuous administrator or team to determine how you'd like to map fields to your organization's needs.
If you're running into issues, you can send any questions to Instrumentl Support.
For more complex matters best discussed face-to-face in real time, come to the next Customer Office Hours hosted by our Customer Enablement team!
❗ For more information on configuring your Virtuous Integration with Instrumentl, see the following Help Center documentation:
Contact Us 
Don't hesitate to reach out if you have any questions about mapping Instrumentl fields to Virtuous. Simply message our friendly Support team via the chat bubble when logged into your account, or email us at hello@instrumentl.com.