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Virtuous Integration

The Virtuous integration automatically syncs your donors from Virtuous CRM into your Tatango list so you can sync contacts, gifts, and opt-outs without manually uploading subscribers.

Written by Chinmayee Baral

What this integration does

  • Syncs donors daily — opted-in donors with a mobile phone number are automatically added to your Tatango list every day (the integration runs at 12 EST every day)

  • Syncs opt-outs in real time — when a donor texts STOP in Tatango, their opt-out is reflected in Virtuous within seconds

  • Syncs gifts in real time — new donations and gift records in Virtuous appear as donation records on the matching Tatango subscriber the moment they're created

Before you get started

Make sure you have the following ready before beginning setup:

In Virtuous:

  • Your Virtuous API key (you can generate this under Settings → All Settings → Connectivity).


  • Make sure your donors who are eligible to receive SMS have the Opted In checkbox enabled on their Mobile Phone contact method. The integration uses this checkbox to decide who's eligible to sync.

In Tatango:

  • A Tatango list to sync donors into

  • A custom field to store the Virtuous Contact Individual ID (e.g. named Contact Individual ID) — you must create this before starting setup. The integration uses it to match Tatango subscribers back to Virtuous records when someone opts out.

  • Any other custom fields you'd like to map data into from Virtuous (for example, fields to store Birth Date, Last Gift Date, custom Virtuous fields). Create these in Tatango ahead of time so they're available during mapping.

Step 1 — Understand how opt-ins work in Virtuous

The integration uses the Opted In checkbox on each donor's Mobile Phone contact method in Virtuous to determine who should be synced to Tatango.

  • Checkbox checked = donor is opted in to SMS and will be synced to Tatango

  • Checkbox unchecked = donor will be excluded from the sync


Important: understand the default behavior

By default, the Opted In checkbox is unchecked for most contacts — which the integration treats as not opted in. This means a donor will only be synced to Tatango if they have a Mobile Phone contact method with the Opted In box explicitly checked.

If you collect opt-ins anywhere else — for example, through a donation form, a preference center, or a separate consent process — you need to make sure those opt-ins are also being recorded on the Mobile Phone contact method in Virtuous. If they aren't, those donors won't sync to Tatango. Review your upstream processes before enabling the integration to make sure your opt-in data is accurate.



Step 2 — Open the Integration Setup

  1. In Tatango, click on My Account in the top navigation

  2. Go to Integrations

  3. Find Virtuous in the list and click Configure


Step 3 — Connect Virtuous

  1. When prompted, paste the API key you generated in Virtuous

  2. Click Connect — the integration will verify that the key works

  3. If you see an error, double-check your API key



Step 4 — Select Your Tatango List

Select the Tatango list you want your donors synced into.




Step 5 — Map Your Fields

This step lets you choose which Virtuous fields should sync to which Tatango fields.

The left column shows Virtuous fields. The right column shows Tatango fields. Use the dropdown to match them up.

Virtuous fields are grouped into three categories in the dropdown:

  • Individual — fields on the donor's individual record (First Name, Last Name, Birth Date, Gender, etc.)

  • Contact — fields on the household/contact record (Life to Date Giving, Last Gift Date, Last Gift Amount, etc.)

  • Custom — any custom fields you've defined in Virtuous (Contact-level or Individual-level)


A few things to keep in mind:

  • Your donor's mobile phone number is handled automatically — you don't need to map it here

  • Whatever fields you map here is what gets brought over to Tatango from Virtuous as part of this integration

  • Only fields from Contact, Contact Individual, and Custom Fields can be mapped. Other Virtuous data (tags, segment codes, project codes, organization groups, address fields) is not currently available in the dropdown.



Step 6 — Select Your Contact Individual ID Field

Choose which Tatango custom field stores the Virtuous Contact Individual ID.

This is the custom field you created in Tatango before starting setup (see "Before you get started"). It's used by the integration to match Tatango subscribers back to Virtuous records when someone opts out, so this mapping is required.


In this example Tatango Field Contact ID maps to Virtuous's Contact Individual ID.


Step 7 — Connect Tatango Opt-Outs

On the last page, a webhook URL will appear. To complete the opt-out sync:

  1. In Tatango, go to Lists and select your list

  2. Go to Settings → Webhooks

  3. Click Create New Webhook

  4. Paste the webhook URL from the integration setup page

  5. Check the Unsubscribes box

  6. Click Save

This ensures that whenever a subscriber texts STOP, their opt-out is automatically reflected in Virtuous in real time by unchecking the Opted In box on their Mobile Phone contact method.



What happens after setup

Once the integration is enabled:

  • The first run stores today's date and exits — no contacts are synced on the first run. This is expected.

  • From the next day onwards, donors who are created or modified in Virtuous will start syncing into Tatango automatically at 12 EST every day.

  • Opt-outs start syncing immediately — as soon as the integration is enabled, any subscriber who texts STOP will have their opt-out reflected in Virtuous.

  • Gift records sync in real time — any new gift created in Virtuous is pushed to Tatango within seconds and will appear as a donation record on the matching Tatango subscriber.

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