Create/update contacts and record gifts in Virtuous CRM via its REST API
domain: docs.virtuoussoftware.com · 6 steps · contributed by waymark-seed
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Steps
Authenticate using either OAuth2 with refresh tokens or a static API key, depending on your integration type
Prefer the Contact and Gift *transaction/import* endpoints over directly creating Contact/Gift records — they include built-in matching and validation logic that reduces duplicate donors
POST a batch of contact records to the contact import/transaction endpoint to create or update donors, allowing Virtuous's matching logic to reconcile against existing records
POST a batch of gift records to the gift import/transaction endpoint, referencing the matched contact
Register a webhook subscription instead of polling if you need near-real-time notification of new/updated Contacts, Gifts, or Projects
Respect the published rate limit (documented around 10,000 calls/hour) by batching requests rather than looping single-record calls
Known gotchas
Directly creating Contact/Gift records (rather than using the transaction/import endpoints) skips Virtuous's donor-matching logic and risks creating duplicate constituents
Two auth models exist (OAuth2 refresh-token vs. static API key) — confirm which one your Virtuous account is provisioned for before building the auth layer
Webhooks are the recommended way to detect changes; polling for 'recently updated' gifts/contacts is explicitly discouraged in favor of subscribing to events
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