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Portfolio Sync

Rachel Specht
Updated

Portfolio Sync for Fundraiser Assignments

Automated portfolio sync ensures that each fundraiser’s portfolio in your CRM stays continuously aligned with their donor assignments, creating a unified and current view of all assigned relationships.

Momentum supports automatic Portfolio Sync across Virtuous CRM+, Salesforce, and Blackbaud Raiser's Edge (RE).

Overview

Portfolio Sync automatically keeps fundraiser assignments in sync between your CRM and our platform. For every fundraiser with a linked user, we mirror their active donor assignments by creating and maintaining a system-managed portfolio called “CRM Assignments.”

Each sync ensures that:

  • New assignments in your CRM are added to the fundraiser’s portfolio.
  • Assignments that no longer exist in your CRM are removed (based on your organization’s configuration).
  • The portfolio always reflects the most up-to-date assignment list from your CRM.

Data Mapping for Portfolio Sync by CRM

Different CRMs use varied methods for mapping fundraisers to donors within portfolio syncs

Raiser's Edge: Utilizes the fundraiser_id to map to a constituent_id, ensuring a direct link between fundraisers and their respective constituents.

Salesforce: Generates assignments based on the OwnerId and AccountOwnerId fields on contacts. The specific field used depends on the organization's configuration, facilitating tailored assignment mapping.

Virtuous CRM+: Syncs organization groups and their contacts. Assignments are generated based purely on membership in an organization group, provided it is assigned in Momentum to a fundraiser, supporting flexible group-based assignment integration.

Sync Frequency

Portfolio Sync runs on the same schedule as your organization’s CRM integration — ranging from every. 10 minutes to nightly, depending on your configuration.

Each run performs a full refresh, re-syncing all assignments for every connected fundraiser to guarantee accuracy, even if changes occurred outside of recent cycles.

Sync Requirements

The sync captures active, valid assignments from your CRM, following these rules:

  • The fundraiser must have a linked user in Momentum.
  • Assignments must be currently active (not future-dated or expired).
  • The donor record must exist in our system.
  • Only mapped primary or secondary assignment types are included; unmapped types are ignored.

Assignments that no longer appear in your CRM are treated as removed and reflected accordingly during the next sync.

How Portfolio Updates Work

For each fundraiser with a linked user:

  1. A “CRM Assignments” portfolio is created or updated.
  2. The sync compares CRM assignments with current portfolio donors:
  3. New donors assigned in your CRM are added automatically to the "CRM Assignments" segment.

Troubleshooting: Why a Donor or Assignment Might Not Appear

  • The fundraiser is not linked to a user in Momentum.
  • The assignment is future-dated or expired.
  • The donor hasn’t yet been synced or created in Momentum.
  • The assignment type isn’t mapped to a supported category.
  • The assignment was removed in your CRM.

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