Setting up the Virgin Money Giving integration

Please note that this feature is currently in BETA and switched off by default. Please notify us if you would like to use this feature - email hello@donorfy.com

Settings

To set up the Virgin Money Giving integration you need to go to Integrations | Virgin Money Giving and click on the Settings tab.

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Default Mappings section

The first option lets you specify the Purpose that should be enabled for donors who have elected to share their email address with you for ongoing communications.

The next option allows you to let the integration find or add a new constituent record. Why? Even though most donors do not want the charity to be able to contact them you may still want to record the donation under their timeline. So this option lets you instruct Donorfy to find or add a new constituent for each donor for whom we have at least some contact info.

Next, to the right, is a setting for you to specify the Anonymous Donor Constituent.

The remainder of this section allows you to specify how donations are attributed to the various codes in Donorfy Transactions. Note that Payment Method is not one of the choices - that's because we assign the payment method a fixed value of "Virgin Money Giving".

 

Integration Start Date section

It is possible that prior to using the integration you had been entering Virgin Money Giving donations into Donorfy manually. Therefore you can instruct Donorfy to ignore any donations that it finds in your Virgin Money Giving reports prior to the date that you enter here.

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