Virtuous Integration Walkthrough with ClickBid

Matt Brunell demonstrates the ClickBid Virtuous integration, starting from the Integrations Dashboard and connecting via a Virtuous API key. He reviews Virtuous Software menu options: selecting an event to sync, enabling auto-sync to push data every five minutes, and setting exporting defaults like campaign, project, and receiving amount. He explains data mappings, including custom field mappings and a major update using Virtuous custom collections (ClickBid Attendee and ClickBid Event) to store post-event attendee summaries and detailed transaction metadata historically across multiple events. He shows how to validate collections, import and export bidders, export sales into Virtuous’ pending gifts for bundling and importing, export guests (email/phone required), and cautions that post-event collection sync appends records if run multiple times. He also highlights using the activity log for troubleshooting. 00:00 Welcome and Overview 00:31 Connect Virtuous API Key 01:25 Settings and Auto Sync 02:13 Data Mappings Explained 03:50 Custom Collections Setup 04:58 Validate and Sync Collections 06:14 Import and Export Bidders 07:15 Export Sales and Import Gifts 10:13 Export Guests and CRM Links 11:24 Post Event Data in Virtuous 12:39 Reporting and Activity Logs 13:57 Wrap Up