First Time Set Up


After signing in to DonorSync you will need to do the following steps to use DonorSync

  1. Connect Virtuous Account
    1. Set Up Virtuous Permissions Groups
    2. Create Virtuous Api Key
    3. Past API Key into DonorSync Setup
  2. Connect Financial Edge
    1. Authorize Donorsync with Financial Edge
    2. Connect Your FE Account with OAuth
    3. Choose your Default Accounts
  3. Map Projects to Accounts
  4. Manage Your Batches
  5. Enable Automation