Neon CRM

Get your Neon CRM Organization ID and API key

In order to use our Neon CRM Integration, you'll need to log into Neon CRM and follow their instructions on how to get your Organization ID and API key.

Your Organization ID is your organization's unique ID with Neon CRM - it allows us to identify which account to attempt to send data towards.

Your API key is your permission token to send data in as a particular Neon CRM user - it allows us to make records in your Neon CRM account on your behalf.

Go to the Integrations page

In your Fundraise Up dashboard, click your name in the top right, and then choose the Settings option from the dropdown.

In the left-hand menu of the Settings area, choose the Integrations option, found towards the bottom of the list.

Add the Neon CRM Integration

Click the Add Integration button, and choose the Neon CRM option from the list, either by scrolling or searching in the list of available Integrations.

On the Neon CRM Integration page, click the Connect Neon CRM button.

In the Connect Neon CRM popup, enter your Organization ID and API key as found in your Neon CRM account, and then click the Connect My Neon CRM Account button.

The Integration is paused when first connected - once you're happy with your Integrations' setup, don't forget to scroll to the bottom and click the Enable Automatic Sync button so that new donations start syncing in real-time!

In practice, you likely want to spend some time customizing your Neon CRM Integration rather than clicking that button immediately, so that you can make sure the data we sync over to Neon CRM matches your organization's data structure.

Now that you've connected your Neon CRM Integration, you can customize it further and start automatically syncing donations from your Neon CRM Integration settings page, available by clicking into Settings -> Integrations -> Neon CRM :

Review the Integration's default behavior + Enable Automatic Sync

Once you Enable Automatic Sync from the bottom of the Integration screen, our Integration's sync will run after every successful donation made via Fundraise Up, including for installments of recurring donation plans.

To the extent that we can, we seek to make our CRM Integrations fill in every standardized field and create every standardized record that's expected.

Donations

The integration makes Donations in Neon CRM to represent any one-time donations and installments of recurring donations, and fills in the following fields by default:

• Account
• Acknowledgee Email
• Acknowledgee Name
• Amount
• Date
• Donor Name
• Honor Name
• Honor Type
• Payment Status (even though we'll always only sync successful donations)

Known Limitations

Fundraise Up integrations are API-based, meaning that the software suite that data is being synced into controls how records can be made, whether they can be edited, and so forth. Before using the Neon CRM integration, we recommend reviewing the following known limitations:

• No recurring donations object exists in Neon CRM.
  • External recurring transaction schedules cannot be written into Neon CRM. The integration will be written in each donation installment, but to see the schedule of payment and current status you’ll want to click back into your Fundraise Up account.
• Refunded donations will delete the transaction from Neon CRM as Fundraise Up is not able to update the payment status to Canceled.
• In order for donations to correctly synchronize to your Neon CRM, your Tender Type of Credit Card (Offline - No Charge) must be enabled.

Individual Accounts

The integration attempts to find an existing Individual Account. If it does find one, it updates the following fields. If it doesn't, it makes a new Individual Account and fills in these fields.

• Company (if applicable, corresponds to the Company Account)
• Consent to Email
• Primary Contact Address (if applicable, corresponds to the Address)
• Primary Contact Email 1
• Primary Contact First Name
• Primary Contact Last Name
• Primary Contact Preferred Name (fills in first name by default)
• Primary Contact (fills in True by default)

If Data Privacy & Consent has been enabled in Neon CRM, and specifically if the Email field has been enabled, we will send appropriate results to indicate whether the supporter consented to inclusion on your email mailing lists.

Address

The integration creates a new Address for the new or existing Individual Account, filling in the following fields by default.

• Address Line 1
• Address Line 2
• City
• Territory
• Zip Code
• Country
• Phone

Company Accounts

When the "On Behalf Of" field was filled in during checkout, we either find the existing Company Account by an exact name match, or create a new Company Account with that name. The Company Account gets set as the "Donor" on the resultant Donation in Neon CRM.

If the "On Behalf Of" value had a misspelling of the Company Name from the supporter, or the supporter later requests to remove that value and to consider the donation an individual donation, you can address this semi-automatically by first editing the "On Behalf Of" value in Fundraise Up to whatever is appropriate, then deleting the donation from Neon CRM, and lastly, resyncing that donation from Fundraise Up to Neon CRM.

Set your defaults using General Settings & Mapping Rules

The Neon CRM Integration page has four sections:

• the header, which shows you what account you connected,
• the tabbed area, which lets you set your sync behavior,
• the sync log, which shows you records that've synced into Neon CRM,
• and the footer, with options to run historical syncs or deactivate this Integration.

It's good to start in the tabbed area (with tabs labeled General Settings, Mapping Rules, and Special Rules) so that you can cover your most common donation scenarios. Any changes you make in any of the tabbed sections are not saved until you hit the Save Changes button at the bottom of that area.

Look over your General Settings

The screen will have the General Settings tab open by default, as shown here:

Within General Settings, you'll find a few checkboxes and a few dropdowns. There's only one required field in this area, and it's filled in with the most common selection by default.

Checkbox options:

• Sync test data.
• Update “Has been acknowledged” if Thank You email has been sent by Fundraise Up.
  • If the checkbox is unchecked, the parameter is not sent to the Neon CRM.
  • If the checkbox is checked, the parameter is sent to the Neon CRM based on the conditions.
• Sync subaccounts.
  • You will only see this option if your account has subaccounts enabled.

Dropdown options:

• Match Account:
  • This is set to "By Email" by default, and that's our recommended best practice, as people have names, addresses, and phone numbers in common more regularly, and change them more often. Setting this value to "By Email, in our experience, results in the least amount of account deduplication required.
• Default Account Origin (optional)
  • You likely want to fill this in with something to indicate any new Accounts were made due to the Fundraise Up integration.
• Default Campaign (optional)
• Default Fund (optional)
• Default Purpose (optional)
• Default Source (optional)

Make some Mapping Rules

The second tab in is labeled Mapping Rules - it allows you to make 1-to-1 mappings of fields in Fundraise Up to fields in Neon CRM.

As covered above, some mappings are already built-in by default (i.e. donation amount to donation amount), so this area is really for defining what additional things should be true most of the time.

To add a rule here, you'll click the Add Rule button to start choosing what Fundraise Up object the mapping should start with.

You can modify existing rules by clicking on any of the object or field buttons that represent the mapping, or delete them by clicking the grey x on the right-hand side of that rule's row.

When talking about mappings, we'll follow the format:

Object in Fundraise Up: Field in Fundraise Up -> Object in Neon CRM: Field in Neon CRM

The most common mapping people define is "when a gift comes in from a Fundraise Up Campaign, fill in X in Neon CRM", so let's cover common setups:

• If your Fundraise Up Campaigns are all named the exact same as your Neon CRM Campaigns, your mapping rule could just be Campaign: Name -> Campaign: Name.
• If your Fundraise Up Campaigns all have the name of the related Neon CRM Campaign in their "Code" field in campaign settings, your mapping rule could be Campaign: Code -> Campaign: Name.

The available Fundraise Up objects to map data from are:

• Campaign
• Designation
• Recurring
• Checkout Question
• Custom Field
• UTM Parameter
• Static Value
  • This allows you to enter a specific value to pass in for every Donation.

The available Neon CRM objects to map data to are:

• Campaign
  • If a Campaign isn't found matching the mapped data from Fundraise Up, we'll create the dropdown option in your Neon CRM Campaigns dropdown.
• Fund
• Purpose
• Source
• Custom Field
  • This allows you to map data to a specific custom field on the Account or Donation object.

Cover any exceptions using Special Rules

Your defaults will have you covered most of the time - what about the edge cases?

For exceptions, we have the Special Rules tab! Any mappings you set here will override your Mapping Rules. As such, we allow you to get more granular here - where Mapping Rules limits you to mapping field-to-field, Special Rules allows you to map option-to-option.

To add a rule here, you'll click the Add Rule button to start choosing what Fundraise Up object the Special Rules' mapping should start with.

Fundraise Up offers Campaigns and Designations as available starting points for any Special Rule.

For Neon CRM, we can use Special Rules to affect Campaign, Purpose, and Source.

So, let's say any gift coming in with the "After School Program" Designation in Fundraise Up should go to the "Extracurricular" Purpose in Neon CRM. The Special Rule would be made as follows:

• Designation: After School Program -> Purpose: Extracurricular

Once you chose to Enable Automatic Sync, all new donations will have started coming over to your Neon CRM account, generating records as applicable.

How do you get past donations and supporter data in? What about changes that've been made to your mappings; how do you get that new data in?

For scenarios like those, we offer the ability of manual sync that'll add any new records and update any previously synced ones.

Enable or Pause Automatic Sync

This button will show you the available option for the automatic sync:

• if the automatic sync is currently paused, it'll show you an option to enable it so that future donations automatically sync into Neon CRM,
• and if the automatic sync is currently enabled, it'll show you an option to pause it so that future donations aren't automatically synced into Neon CRM.

Start manual sync

Use this button to sync live or test donations from Fundraise Up into Neon CRM. You have the option to import all donations or select specific donation types and choose a date range. This mass sync feature will not sync test donations.

Once you click Start sync, the sync will begin.

Refreshing the page and scrolling back down to the footer will show you the progress/results of that latest manually-started sync.

Donation types:

• Unsynced live donations: This category includes live donations facing synchronization issues (such as failed last synchronization events) and donations that haven't been synchronized before.
• All live donations: Synchronization of all live donations regardless of their current synchronization status.
• All test donations: Synchronization of all test donations.

Disconnect

This will remove all syncing between the two platforms. If you connect that same account again in the future, we'll remember your settings.