Etap Mapping INFOGRAPHIC

These are common ways to map data from Raiser's Edge to Virtuous and are typically recommended by default. Depending on how you used your data in Raiser's Edge, you and your Virtuous onboarding team may suggest alternative pathways during the migration process.

eTapestry to Virtuous CRM + Mapping

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How does my eTap data change in CRM+?

KEY:

eTap Legacy Data

how we transform the data

This diagram offers a visual overview on how your data is likely to map from eTapestry to Virtuous CRM+.

corresponding CRM+ Data

Constituent Record

Constituent Record

Relationships

Contact

Foundation

Organization or

Custom Fields

Relationships in eTap become Relationships in CRM+ connecting Contacts and/or Individuals.

Constituent becomes Primary Individual under Contact.

Constituent: Business

Custom Collections

Contact

Household

Personas

Spouses are merged into a Household Contact.

Constituent:

Recurring Gift

Pledge

Individual or Family

Personas can either be mapped to create multiple addresses added under separate Contact records in CRM+ or may create additional Individuals grouped under a Contact.

Individual

Gift Record

Gift Ask

under Contact

Personas

Membership

Gift Record

A Pledge and a Gift (payment) will both be created in Virtuous.

Interactions

Grant

Tribute

UDFs

Sticky Notes

Any past interactions or important Persona Notes will be CRM+ Notes.

NOTES

UDFs

Membership

Mass Interactions

Depending on the purpose of a User Defined Field, it may be mapped to:

Receipts are only sent to the donor of the Gift in Virtuous.

TASKS

My Calendar

Gift:

Matching Type

Gift

Gift:

If there is a recurring membership, a recurring gift schedule AND membership will be created in Virtuou

Journal Entry Record

Recurring Gift

Custom Fields

Acknowledgement

Tags

Gift:

and

If Recurring Type

Custom Collections

Soft Credits

Gift

Each Gift will have only one Soft Credit mapped to Passthrough Giver with options available for retaining remaining data.

Gift

Events and Volunteering

Tribute

If Pledge Type

Event- and Volunteer-related UDFs are mapped to Event Attendence and Volunteer Opportunities, respectively on the Individual record.

Tribute Roles

and

Each Gift will have only one Tribute mapped with options available for retaining remaining data.

If a Proposal is associated with a foundation, this will likely map to Grants in Virtuous. If a Proposal is made to a major donor, this will likely map to Gift Asks in Virtuous.

Proposals

Pledge

Campaign Record

Campaign Record

Fund

Does the Etap Campaign represent a group of fundraising efforts?

Campaign

A Recurring Gift and Gifts (payments) both are created in Virtuous.

Fund

Campaign

Subtype map to related Gift Type in Virtuous.

Funds map to Projects in CRM+ if they reflect how the money is being used.

Does the Etap Campaign represent a single fundraising effort instead?

Campaign

Memberships

Communication

Fund Record

A Pledge and a Gift (payment) both are created.

If there is a recurring membership, a recurring gift schedule AND membership will be created in Virtuous and subsequent gift (payments) will be created. One time memberships will be managed post-live.

Gift Acknowledgement

Segment

Approach

Approach is mapped to Segment if it represents the tracking of a Gift.

Project

Proposals

If a Proposal is associated with a foundation:

If a Proposal is made to a major donor:

Proposal

Grant

Gift Ask

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