Instrumentl's Virtuous integration is a one-way sync of data from Instrumentl to your Virtuous CRM. This makes it easier than ever to reduce duplicative data entry, enrich records, and provide deeper insights to your organization's 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 are unable to sync Tasks to Virtuous as their API does not support updating Tasks after they’re created.
Changes are automatically synchronized from Instrumentl to Virtuous whenever a change is made to a record in Instrumentl where the field is mapped to.
See the Instrumentl to Virtuous field name mapping tables below to verify which fields can be synced.
Note: 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 | → Field Name | Virtuous | → Field Name | Notes |
Funder | Name | Contact | Name |
|
— | — | Contact | Reference ID | Auto-set by Virtuous |
— | — | Contact | Contact Type |
|
Funder | Website URL | Contact | Website |
|
Funder | Note | Contact Note | — | Select Type in settings |
Funder | Date Note Added | Contact Note | Note Date Time |
|
Funder | Addresses | Contact Address | — |
|
Funder | Funder Contacts | Contact Individual | — |
|
Funder | Key People | Contact Individual | — | Default required as fallback if not provided |
📜 Opportunities
Instrumentl | → Field Name | Virtuous | → Field Name | Notes |
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 | Amount Requested | Grant | Total Anticipated Amount |
|
Opportunity | Amount Awarded | Grant | Awarded Amount | Set upon initial sync |
Opportunity | Awarded Date | Grant | Awarded Date | Map in settings |
Opportunity | Status | Grant | Status | Map in Settings |
Opportunity | Website | Grant | Website |
|
— | — | Grant | Grant Type | Grant Type = “Incoming” |
Opportunity | Reference ID | Grant | Reference ID |
|
Opportunity | Note | Contact Note | — | Select Type in settings |
📁 Support & Resources
When you subscribe to the Professional Plan or higher, your dedicated Customer Success Manager will provide your team with white glove onboarding specific to Virtuous Integration to ensure you're all set from the get-go.
Let your Customer Success Manager know you're interested in setting up a Virtuous Integration!
If you're running into issues, you may also direct questions to Instrumentl Customer Support from your account's chat messenger, or email us at hello@instrumentl.com.
In certain instances, you may wish to confer with your Virtuous administrator or team to decide how you'd like to map fields for your organization's needs.
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 Instrumentl account, or email us at hello@instrumentl.com.