CRM Integration: Virtuous

Welcome to Overflow! We're thrilled to partner with you to make generosity easier and more impactful for your organization. This guide walks you through the full setup process, how the integration works, key mapping logic, sync behaviors, and common troubleshooting tips.

🔧 Getting Started

Step 1: Register the Overflow Integration in Virtuous

Begin by enabling the Overflow plugin inside your Virtuous donation form.

• Follow this Virtuous support article for instructions on activating Overflow.

Note: You will use the Application Keys section, not the Overflow tab in Connectivity settings.

Step 2: Set Up Your Overflow Dashboard

You will receive an onboarding email from Overflow to create your organization's account in the Overflow Dashboard.

If you don’t receive the email, or are prompted to enter brokerage details you don’t have, contact us at [e-mail] or text [phone].

Overflow supports organizations that don’t have a brokerage account by enabling our liquidation service.

Step 3: Generate and Share Your API Key

1. Log in to your Virtuous account

2. Navigate to Settings > All Settings > Connectivity
   

3. Click Application Keys > Create an Application Key
   

4. Select Overflow from the dropdown > click Submit
   

5. Copy your API Key and send it to [e-mail] with your organization name

We will confirm once the integration is connected.

🧩 Adding Overflow to Your Giving Forms

To enable stock donations directly through your giving forms:

1. In the Virtuous form builder, find the Overflow plugin in the Plugins section

2. Drag the Overflow plugin into your donation form layout

Once added, donors will see a “Stock Donation” option and be prompted to securely log in to their brokerage account.

⚙️ Integration Logic & Mapping

Overflow syncs stock donation data into Virtuous with the following mapping:

Overflow Field	Virtuous Field	Notes
Donor Name	Contact	Matches on email or name
Stock Gift Amount	Gift Amount	Tracked in USD
Date of Gift	Gift Date	Based on when stock was received
Fund	Project	Should match Project names in Virtuous
Transaction ID	Gift Memo or Gift Note	For reconciliation and audit tracking

• If no donor match is found in Virtuous, a new contact may be created
• Fund mapping must align 1:1 between Overflow and Virtuous Projects

🔁 Syncing Behavior

• Sync occurs automatically once a gift is processed in Overflow
• Failed syncs due to mapping issues are flagged for Overflow Support to review

🛠️ Troubleshooting Tips

Issue	Resolution
API Key not syncing	Confirm correct key sent to [e-mail]
Gift not showing in Virtuous	Ensure Project names match fund names in Overflow
Donor not matched	Verify email match or contact Overflow to merge contacts
No brokerage account	Contact Overflow to enable liquidation service
No setup confirmation	Email [e-mail] to confirm account and API key setup

Need Help?
Our Support Team is here for you! If you have any questions or need assistance at any point, feel free to reach out to us at [e-mail] — we're happy to help!