With Instrumentl's Virtuous Integration, you can take your fundraising efforts to the next level. Keep all your key grants info in one place with this one-way sync:
Sync your grants information and cultivate a more holistic approach to fundraising
Easily enhance collaboration & grow your team's giving & donor efforts
Keep your colleagues who aren't on your Instrumentl account in the loop, and streamline your entire team's grants strategy.
The Instrumentl Virtuous CRM Integration is available on select plans. Check our Pricing page for details.
Setup Instructions
Getting up and running with Virtuous integration is a quick and easy four-step process! As an overview, you’ll take the following steps:
Step 1: Authorize Virtuous
1. To enable your integration, you need an API key. Copy your API key under the Settings menu in Virtuous:
2. Once you have the API key copied, sign in to Instrumentl.
3. Go to Account > Integrations in the bottom-left corner of your screen.
4. Click Log into Virtuous.
5. Paste in your API key in the corresponding field and then click Authorize.
Once you've successfully connected to your Virtuous account, select Next.
Step 2: Map Opportunity Data
After authorizing Virtuous, the next step is Map Opportunity Data, where you:
Configure your Opportunity Name
Map each Opportunity Status
Toggle Opportunity Notes (optional)
Toggle Custom Fields (optional)
When finished, select Next at the bottom of your screen.
Step 3: Map Funder Data
The last step to configure your Virtuous Integration is Map Funder Data, where you:
Add placeholders for Contact Individuals
Toggle Sync Key People (optional)
Select the Virtuous Contact Note Type for synced Funder Notes
Toggle Custom Fields (optional)
After this step, you will have successfully enabled your Virtuous Integration! 🎉
For more details on mapping fields from Instrumentl to Virtuous & field names, you may refer to our Help Center article on Mappable Virtuous Fields.
Step 4: Sync to Virtuous
Now that your Virtuous Integration is configured, it's time to sync your data! In your Tracker, open any saved grant and click Sync to Virtuous in the bottom-right corner.
Select an existing contact, or select the Create New Contact from the dropdown.
If you selected existing, select the grant.
Click on the Confirm button and wait until you see the 'Synced to Virtuous' label.
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Once an opportunity is synced, changes you make in Instrumentl will automatically update the mapped fields in Virtuous, saving you time and giving you peace of mind.
FAQs
If you're looking for more information on mapping Instrumentl field names to Virtuous fields, see our article on Mappable Virtuous Fields.
🔗 Mappable Information
Which types of records can I link?
Which types of records can I link?
Users can link Saved Opportunities to Grants and Funders to Contacts.
What about my Funder and Opportunity Notes in Instrumentl?
What about my Funder and Opportunity Notes in Instrumentl?
Virtuous supports syncing neither Instrumentl Opportunity nor Funder Notes to their Grants object. While it is optional, you can sync both Funder Notes and Opportunity Notes in the Field Mappings section to Contact Notes in Virtuous.
Can I map Tasks to Virtuous?
Can I map Tasks to Virtuous?
We're not able to map Tasks to Virtuous at this time. The Virtuous API currently does not support syncing Tasks.
Can I map the Expected Notification Date?
Can I map the Expected Notification Date?
Yes, you can map Instrumentl's Expected Notification Date field!
How do I map Custom Fields?
How do I map Custom Fields?
Custom Fields in Instrumentl can only be synced to custom fields in Virtuous. To be synced, the custom fields must have the same data type and field name. We do not support Y/N fields or picklists for Custom Field mapping.
Can I disable any field mappings? If so, which ones?
Can I disable any field mappings? If so, which ones?
Yes! Currently, Opportunity Notes is the only field mapping you can disable in the Virtuous integration. Simply toggle the switch to the right of the name to prevent it from being synced in the future. (There are more field mappings to come!)
➡️ Syncing & Updates
Do existing opportunities sync, or only those created after the integration setup?
Do existing opportunities sync, or only those created after the integration setup?
The integration does not automatically transfer any data to Virtuous upon activation. Instead, data begins to sync only when you manually link an opportunity in Instrumentl to a corresponding opportunity in Virtuous.
This approach gives you complete control over which data is synchronized, ensuring that your Virtuous account remains organized and free of unwanted entries.
Are changes automatically synced to Virtuous? How often?
Are changes automatically synced to Virtuous? How often?
Yes — changes are automatically synced from Instrumentl to Virtuous whenever a change is made to a record in Instrumentl to which the field is mapped.
The updates are immediate. This ensures that your data remains consistently up-to-date across both platforms.
How does syncing from Instrumentl affect the information currently stored in the mapped Virtuous field?
How does syncing from Instrumentl affect the information currently stored in the mapped Virtuous field?
Changes are synchronized one-way from Instrumentl to Virtuous. Any changes made will overwrite any values in Virtuous, regardless of when those updates were made.
Contact Us 
Have any questions about our Virtuous Integration? Reach out to our friendly Support team via the Messenger chat bubble when logged in, or email us at hello@instrumentl.com.