Getting up and running with the Instrumentl and Virtuous integration is a quick and easy four-step process! As an overview, you’ll take the following steps…
Let’s get started!
Step 1: Enable integration
In order to enable your integration you should have an API key. Copy your API key under the Settings menu in Virtuous:
Once you have the API key copied, log into Instrumentl and then:
Go to Account → Integration in the bottom, left side of your screen.
Click Log into Virtuous.
Paste in your API key on this screen and click Authorize.
Step 2: Map Opportunity Data
After clicking the Authorize button, click on Map Opportunity Data so you can:
Configure your Opportunity name
Map Opportunity status
Toggle Opportunity Notes - optional
Toggle Custom Fields - optional
Step 3: Map Funder Data
After clicking the Next button, you can map your Funder Data.
Add placeholders for Contact Individuals
Toggle Sync Funder Contacts - optional
Toggle Sync Key People - optional
Map Contact Note Type
Toggle Custom Fields - optional
After this step, you’ll have completed your Virtuous integration setup! 🎉
Step 4: Sync Data to Virtuous!
Now that your Virtuous Integration is set up, it's time to sync your data! From your Tracker, open any grant and click the Sync to Virtuous button from the bottom right.
Select existing contact, or select the Create New Contact from dropdown.
If you selected existing, select the grant.
Click on the Confirm button and wait until you see the Synced label.
From here on out, any changes you make in Instrumentl will automatically get pushed to Virtuous, saving you time and frustration from constant manual effort!
Questions or Feedback?
Feel free to reach out if you have any questions about how to use this new feature! Just use the chat bubble when you're logged in, or email us at [email protected].