Integrations

BetterUnite + Virtuous CRM

BetterUnite pushes donations, pledges, guests, and volunteers into Virtuous as reviewable batch imports, the way Virtuous recommends. Campaigns map to the Campaign, Communication, and Segment hierarchy with a default designation and per-campaign overrides, peer-to-peer hierarchies build themselves, fees separate into their own line items, and guest re-runs stay duplicate-safe. Schedule syncs up to 4 times a day.

Enable Sync Schedule toggle between BetterUnite and Virtuous, with the Blackbaud logo alongside

Batch imports your data team reviews
before anything lands.

01

What Syncs

Donations, pledges, guests, and volunteers push to Virtuous as reviewable batch imports, Available to In Progress to Imported, per Virtuous best practice.

  • Sync donations, guests, volunteers, and pledges, including general non-campaign pledges with automatic updates
  • Carry activities across: tasks, calls, meetings, and notes
  • Include do-not-email suppression flags and credit card type

02

Three-Level Mapping

Campaign to Communication to Segment hierarchy mapping, with a default designation and per-campaign overrides.

  • Map campaigns to the Campaign, Communication, and Segment hierarchy
  • Set a default designation, project or fund, and override it per campaign
  • Separate fees into distinct line items with their own designation, and map each volunteer job to Project, Designation, Segment, and Premium

03

P2P Hierarchies, Built for You

Peer-to-peer campaigns build their own Virtuous hierarchy, with marketing segments created on import.

  • Turn team pages into Communications automatically
  • Turn fundraiser pages into Segments
  • Create marketing segments automatically on import

04

Safe, Controllable Syncing

Duplicate-safe re-runs, a visible status flow, and exclusions for the noise.

  • Re-run guest syncs before, during, and after the event without duplicates
  • Read the sync status flow with error visibility, then reset and resync
  • Exclude free events and registrations in bulk, with Do Not Sync toggles, caching for large datasets, and schedules up to 4x per day

05

Setup Steps

Four steps from connection to automatic syncs.

  • Connect Virtuous
  • Set the default designation and map campaigns to the hierarchy
  • Review the data-import bundle in Virtuous, then schedule automatic syncs

Frequently Asked
Questions

How does data get into Virtuous?

As batch imports following Virtuous’ data-import best practice. Your team reviews, duplicate-checks, and matches inside Virtuous before gifts finalize, instead of records appearing unreviewed.

Does it handle Virtuous' Campaign, Communication, Segment structure?

Yes. Full three-level hierarchy mapping, and for peer-to-peer campaigns BetterUnite builds the hierarchy automatically: teams become Communications, fundraiser pages become Segments.

Do pledges sync, or just payments?

Pledges sync too, including general, non-campaign pledges, with segment mapping and automatic pledge updates as payments arrive.

Can we sync guests repeatedly without duplicates?

Yes. Guest and volunteer syncs are duplicate-safe on repeat runs, so you can maintain a live list in Virtuous before, during, and after the event.

How are processing fees handled?

Fees separate into distinct line items with their own designation, keeping fund accounting clean in Virtuous.

Get started

Fundraise in BetterUnite, keep Virtuous pristine.

Get a demo and see a P2P hierarchy build itself: your campaigns, your designations, your questions. No pressure, no endless sales cycle.

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