How does Virtuous Integrate with VOMO?

You've made the awesome decision to sign up for Virtuous and VOMO. Now what? In this article we'll dive into how Virtuous and VOMO work together to help drive generosity and increase volunteer participation.

Types of Data in Virtuous

The Virtuous CRM integration consists of two different types of data as it relates to volunteer information that can be synced to inform the CRM: Contact Data & Volunteer Opportunity Data.

Contact Data

• VOMO People (Users) = Virtuous CRM Contact/Individuals
  • Each VOMO user has specific contact data associated with their account. This is biographical information like their first name, last name, email address (unique identifier), phone number, etc. that the user inputs when they create their VOMO Account and Profile.
  • Every time a VOMO User joins an organization on VOMO (via invitation, joining an Opportunity, etc.), a membership is created between that user and the org.

Volunteer Participation Data

• VOMO Participation = Virtuous CRM Volunteer Opportunity
  • Every time a VOMO User joins a VOMO Opportunity, they are creating a participation record that relates to the date/time (including Anytime), type of need (hours/items), quantity (hours/items), etc. that makes up the volunteer history for the user.

Data Syncing from VOMO to Virtuous CRM

The current version of the VOMO-Virtuous CRM integration supports syncing of data from VOMO to Virtuous only. This means that once the integration is enabled from the VOMO Admin Dashboard that the following data will start syncing when actions take place in VOMO.

Sync User/Member (Create/Update)

• Does the VOMO User exist in Virtuous CRM?

  • Yes = Update Contact

  • No = Is the VOMO username/email address in use with an Individual in CRM?

    • Yes = Update Contact

    • No = Does a contact in CRM have the same address and last name as the VOMO User?

      • Yes = Create Individual in CRM using the CRM ContactID.

      • No = Create Contact and Individual in CRM.

Sync VOMO Opportunity (Create/Update)

• • Does the VOMO Opportunity exist as a Volunteer Opportunity in Virtuous CRM?

    • Yes = Update Volunteer Opportunity with updated VOMO Opportunity Data.

    • No = Create Volunteer Opportunity

  • Does the VOMO Opportunity Owner exist as a Volunteer Opportunity Organizer in Virtuous CRM?

    • No = Create (overwrite if CRM has old record) CRM Volunteer Organizer based on VOMO Opportunity Owner (if contact/individual does not exist it will be created - see above).

    • Yes = The mapping record will be updated in the integration.

Sync VOMO Participation (Create/Update)

***Note that the above Sync User/Member & Sync VOMO Opportunity flows will take place before this step to make sure that we have a contact where we can add Participation data. This step introduces the VOMO Serving Date Object as that is where Participations live with regards to Users and Opportunities.

• • Volunteer Hours
    • If the VOMO Participation is for a Serving Date that has a specific Date/Time or is marked Anytime in VOMO, the integration will create/update the Date and Hours Fields in Virtuous CRM to add the time stamps for when the volunteer participated and for how many hours.
      • Only Approved Volunteer Participations in VOMO will be sent to CRM (as opposed to Volunteers who are Pending Approval).
      • If Hours Verification is required for the Opportunity, only Verified Hours will be sent to CRM (as opposed to Hours that are Pending Verification for a Volunteer).
  • Item Donations
    • The VOMO Integration will use the Virtuous CRM Gifts Object to create a Non-Cash Gift for Item donations that are tracked on VOMO Serving Dates.
      • Only Approved Item Participations in VOMO will be sent to CRM (as opposed to Participations with Items that are Pending Approval).
    • The Amount of the Non-Cash Gift is calculated based on the Quantity of the Item contributed and the Value of the Item that is entered when creating the Item on the Serving Date.
      • Pro-tip: Item Value is not a required field in VOMO.

A couple of things to note:

1. VOMO uses the user’s email address as its unique identifier.

2. If the Contact or Volunteer Opportunity already exists in Virtuous CRM, the integration will update the record, not create a new one.

Now what?

Now you that you know a bit more on the integration with VOMO you're ready to power forward! If you want more information on the specific mapping for the Virtuous- VOMO integration check out this article: VOMO to Virtuous Mapping.  You can also check out the step by step instructions for connecting with VOMO here.