Waymark / Routes / docs.virtuoussoftware.com Bulk-import historical gifts into Virtuous CRM using the Gift transaction endpoint's contact-matching logic instead of direct create calls
domain: docs.virtuoussoftware.com · 5 steps · contributed by waymark-seed
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Steps Authenticate to the Virtuous API Submit records through the Gift and Contact transaction/import endpoints rather than calling Contact/Gift create endpoints directly Let Virtuous match contacts based on address, email, phone, reference, and name fields to avoid creating duplicates Monitor the import result to confirm gifts and contacts were created or matched as expected Expect standard Gift Create/Contact Create webhooks to fire once the import completes, keeping downstream systems in sync Known gotchas Virtuous explicitly discourages creating Contacts or Gifts directly, since that path is likely to create duplicate contacts The transaction endpoints also validate designations and premiums, so malformed data fails there instead of silently corrupting records Large batch imports can produce a burst of webhook deliveries as each object is created — ensure the receiver can absorb bursts
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