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Blank Template Mapping INFOGRAPHIC
Virtuous 2
Created on June 27, 2023
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Transcript
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.
Virtuous Mapping Template
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How does my data change in Virtuous?
KEY:
Legacy Data
how we transform the data
This template offers a visual overview on how your legacy data is likely to map in Virtuous.
corresponding Virtuous Data
Constituent Record
Constituent Record
Event Attendance
Foundation
Contact
Organization or
Custom Fields
Custom Collections
Contact
Household
Recurring Gift
Annotations and Actions
Pledge
Individual
Gift Record
Gift Ask
under Contact
Membership
Gift Record
A Pledge and a Gift (payment) will both be created in Virtuous.
Grant
Tribute
Attributes
Gift Record
Recurring Gift
Notes
Membership
and
If Recurring Type
Soft Credits
Depending on the purpose, it may be mapped to:
Gift
Receipts are only sent to the donor of the Gift in Virtuous.
Receipt
Gift:
Gift
Matching Type
Gift
Gift:
If there is a recurring membership, a recurring gift schedule AND membership will be created in Virtuou
If Pledge Type
Custom Fields
Acknowledgement
Tags
Tributes
and
Gift:
Custom Collections
Pledge
Proposals
Campaign Record
Tribute
a group of fundraising efforts?
Campaign
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
Campaign Record
a single fundraising effort instead?
Gift Ask
Grant
A Recurring Gift and Gifts (payments) both are created in Virtuous.
Specific fundraising efforts typically become Communications.
Campaign
Fund Record
Communication
Subtype map to related Gift Type in Virtuous.
Memberships
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
Project
For more product help: support.virtuous.org