How Virtuous Contact Types Map to WeGive

Overview

When syncing contacts from Virtuous to WeGive, the contact type in Virtuous determines what kind of records are created in WeGive. There are two paths: Household and Organization. Understanding the difference is critical for setting accurate customer expectations about how their data will appear in WeGive.

Supported Contact Types

WeGive currently supports two contact type categories from Virtuous:

Household path: Virtuous contact types "Household", "Staff", and "NATL" all follow the household import logic.

Organization path: All other Virtuous contact types (Organization, Church, Foundation, Business, etc.) follow the organization/company import logic.

Household Contacts

When a Virtuous contact with type Household (or Staff/NATL) syncs to WeGive, the following records are created:

• 1 Household record named after the Virtuous contact (e.g. "The Smith Family")

• 1 Individual donor record per contactIndividual - each person listed under the household in Virtuous gets their own separate donor record in WeGive

• All individual donor records are linked to the same Household

• The primary contact is determined by the isPrimary flag in Virtuous

• User accounts (logins) are created for each email address found across all individuals

Example: "The Smith Family" with 3 individuals in Virtuous

All 3 donors share the same virtuous_contact_id but each has a unique virtuous_contact_individual_id. All 3 are linked to the same Household record.

Organization Contacts (including Church, Foundation, Business, etc.)

When a Virtuous contact with any type other than Household/Staff/NATL syncs to WeGive, the following records are created:

• 1 Company donor record named after the Virtuous contact (e.g. "Community Christian Fellowship")

• No separate donor records for individual contacts - individuals become user accounts (logins) on the single company donor record

• The primary contact's email and phone are set as the main contact info on the company donor record

• User accounts (logins) are created for each email address found across all individuals, all tied to the single company donor

Example: "Grace Harbor Church" (type: Church) with 3 individuals in Virtuous

Only 1 donor record exists in WeGive. All 3 individuals can log in via their user accounts to access the same company donor record.

Key Differences at a Glance

Email Sync Limits

Regardless of contact type, WeGive syncs a maximum of 2 email addresses per donor record from Virtuous (v2 integration):

• email_1: Primary email (determined by isPrimary flag on the contact method in Virtuous)

• email_2: Secondary email

If someone has 3 or more email addresses in Virtuous, only the first two sync to the donor record. However, user accounts (logins) are created for every email address found, so all emails still enable login access even if only 2 are stored on the donor record itself.

Note for v1 integration customers: The v1 integration supported up to 3 emails per donor (email_1, email_2, email_3). The v2 integration supports 2.

Common CS Scenarios

Customer asks: "Will all my church contacts sync over?" Yes, but not as separate donor records. The church will be one company donor record, and each individual contact will get a user account to log in and access that record.

Customer asks: "Why don't I see separate donor records for each person at our organization?" This is expected behavior. Organizations, churches, and similar non-household contact types create a single company donor in WeGive. The individuals are represented as user accounts, not separate donors.

Customer asks: "How many emails will sync for each person?" Two per donor record (primary and one secondary). All emails still create login accounts regardless of this limit.