Neon CRM

When supporters donate through Fundraise Up, the integration sends their information to Neon CRM in real time. Each successful donation creates the corresponding records in your CRM.

Only successful donations are synced. Failed or pending donations remain in Fundraise Up.

The integration starts in a paused state when you connect your accounts, so you can configure mappings and settings before data transfers. After you enable sync, new donations generate records in Neon CRM based on your configuration.

When a donation is received, the integration creates or updates records in Neon CRM:

• Donations: Individual donations with amounts, dates, and campaign details.
• Individual Accounts: Supporters with personal and contact information.
• Addresses: Physical location information linked to Individual Accounts.
• Company Accounts: Organizations associated with donations made on behalf of a company.

The integration creates Donations in Neon CRM to represent 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 (always set to Success)

When you refund a donation in Fundraise Up, the integration syncs a deletion of the transaction in Neon CRM, as Fundraise Up cannot update the payment status to Canceled.

For each donation, the integration attempts to find an existing Individual Account. By default, the integration matches supporters by email or name. You can adjust this in the integration settings.

If the integration finds a match, it updates the following fields. If not, the integration creates a new Individual Account and fills in these fields:

• Company (if applicable, linked to the Company Account)
• Consent to Email
• Primary Contact Address (if applicable, linked 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)

The integration adds an Address to new or existing Individual Accounts with the following fields:

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

When the “On behalf of” field is filled in during checkout, the integration either finds an existing Company Account by exact name match or creates a new one with that name. The Company Account is then set as the Donor on the donation in Neon CRM.

If the “On behalf of” field contains a misspelling, or if the supporter later requests that the donation be treated as an individual donation instead:

1. Go to Donations in your Fundraise Up Dashboard.
2. Find the donation (use filters to narrow the list).
3. Click on the donation.
4. Scroll to the Personal Information section and click Edit.
5. Edit the On behalf of field and click Save changes.
6. Delete the donation from Neon CRM.
7. Resync the donation from Fundraise Up to Neon CRM (see below for instructions on syncing data from the integration).

Fundraise Up integration is API-based, meaning Neon CRM controls how records are created and edited. Before using the integration, review the following known limitations:

• Neon CRM does not have a recurring donations object. The integration records each donation installment separately, so you need to check your Fundraise Up account to view the payment schedule and the current status of any recurring plan.
• Refunded donations delete the transaction from Neon CRM because Fundraise Up cannot update the payment status to Canceled.

Follow these steps to connect your Fundraise Up and Neon CRM accounts to sync donation data between platforms.

You'll need:

• Organization Administrator role in Fundraise Up (required to add integrations).
• Administrator access in Neon CRM.

You need an Organization ID and API key from Neon CRM to allow Fundraise Up to write donation records to your account.

1. In Neon CRM, go to Settings > Organization Profile.
2. Scroll to the Database Information section and copy your Organization ID.
3. Go to Settings > User Management.
4. Create a new user or select an existing user.
5. Enable the API Access toggle, then copy the API key that appears.

Keep the key secure. If it's compromised, contact Neon CRM to revoke and replace it.

With your Organization ID and API key, go to Fundraise Up:

1. Go to Settings > Integrations in your Fundraise Up Dashboard.
2. Click Add Integration and select Neon CRM.
3. Click Connect Neon CRM.
4. Enter your Organization ID and API key.
   

5. Click Connect to CRM.

Once connected, you'll see three tabs in the Dashboard: General Settings, Mapping Rules, and Special Rules. Start with General Settings.

General settings tab

General settings control basic sync behavior and set defaults for all donations. Most organizations can use the default options, but you can adjust them to match your needs.

• Sync test data: Check this option if you want test mode donations to appear in Neon CRM. Use this to verify that your mapping rules work correctly before processing live donations.
• Update "Has been acknowledged" if thank you email has been sent by Fundraise Up: Check this option if you want Neon CRM to automatically mark donations as "acknowledged" when Fundraise Up sends thank-you emails to supporters.
• Sync subaccounts: Only appears if your account has subaccounts. When checked, data from subaccounts syncs to Neon CRM even if those subaccounts don't have their own Neon CRM connection. Use this if your organization has a chapter-based model.
• Match account: Controls how the integration identifies existing supporters in Neon CRM. You can choose from four options:
  • By email: Matches supporters by email address only.
  • By email or name (default): Matches supporters if either the email or name matches.
  • By email or name and address: Matches supporters if either the email or name plus physical address matches.
  • By email or name and phone: Matches supporters if either the email or name plus phone matches.
• Default campaign (optional): Select a default campaign to automatically link all donations to a specific Neon CRM campaign. Leave blank if you don't want automatic campaign linking.
• Default fund (optional): Select a default fund to automatically link all donations to a specific Neon CRM fund. Leave blank if you don’t want automatic fund linking.
• Default purpose (optional): Select a default purpose to automatically link all donations to a specific Neon CRM purpose. Leave blank if you don’t want automatic purpose linking.
• Default source (optional): Select a default source to automatically link all donations to a specific Neon CRM source. Leave blank if you don’t want automatic source linking.

Mapping rules connect fields in Fundraise Up to fields in Neon CRM. Default mappings cover standard fields like donation amounts and dates, but you can add custom mappings to match your data structure.

Mapping rules tab

To add a mapping:

1. Go to the Mapping Rules tab.
2. Scroll to the bottom of the table and click Add rule.
3. Select the Fundraise Up object (entity) and property (field) on the left.
4. Select the corresponding Neon CRM entity and field on the right.
5. Click Save changes.

Fundraise Up entities to map data from:

• Campaign
• Designation
• Recurring
• Checkout Question
• Custom Field
• UTM Parameter
• Static Value (this allows you to enter a specific value to pass for every donation)

Neon CRM entities to map data to:

• Campaign (If Neon CRM doesn't have a campaign that matches your Fundraise Up data, the integration automatically creates a new campaign in Neon CRM)
• Fund
• Purpose
• Source
• Custom Field (this allows you to map data to a specific custom field on the Account or Donation object)

How to map recurring donations

To manage recurring donations in Neon CRM, create a custom field to flag donations that are part of a recurring plan. You can map donation: is recurring, donation: frequency, and donation: recurring id to a custom field to mark donations that are part of a recurring plan.

The Special rules tab lets you set conditions for how data is synced between Fundraise Up and Neon CRM. These special rules use "if/then" logic: If X happens in Fundraise Up, map the value as Y in Neon CRM.

Special rules tab

Special rules override your mapping rules and allow more specific mappings. For example:

• If Campaign equals "Annual Gala" → set Neon CRM Campaign to "Special Events"
• If Designation equals "Emergency Relief" → set Neon CRM Purpose to "Disaster Response"

Unlike Mapping rules that connect field types, Special rules map specific values to specific destinations in Neon CRM. This helps when your Fundraise Up structure doesn't match your Neon CRM setup, or when you want certain campaigns to route to different destinations.

To add a special rule:

1. Go to the Special rules tab.
2. Click Add rule.
3. Choose the Fundraise Up condition (IF) on the left.
4. Set the Neon CRM mapping result (THEN) on the right.
5. Click Save changes.

Fundraise Up offers Campaigns and Designations as starting points for any Special rule. For Neon CRM, Special rules can affect Campaign, Purpose, and Source.

For example, if a donation comes in with the After School Program designation in Fundraise Up, you can route it to the Extracurricular purpose in Neon CRM:

Designation: After School Program → Purpose: Extracurricular

After completing your setup, choose how you want data to sync — automatically for real-time updates or manually for more control over the process.

Find sync controls at the bottom of your Neon CRM integration page. These settings determine how and when data transfers to Neon CRM.

Sync and disconnect options

Automatic sync

• By default, automatic sync is disabled when you first connect so you can configure settings before data transfers.
• Click Enable Automatic Sync after you finalize your settings and mapping rules.
• New donations sync to Neon CRM in real time.
• Most organizations use automatic sync after they finalize their mapping and special rules.

Manual sync

Use manual sync when you need more control over when data transfers:

• Sync specific date ranges or your entire donation history.
• Update records in Neon CRM after making changes in Fundraise Up.
• Test your integration settings with controlled data transfers.
• Make bulk corrections after updating mapping rules.

Click Start Manual Sync to begin. You can choose from these sync options:

• Unsynced live donations: Includes donations with sync issues (such as failed attempts) and donations that haven't been synchronized before.
• All live donations: Synchronizes all live donations regardless of sync status. Use this to re-sync previously imported records or ensure all data is current.
• All test donations: Synchronizes all test donations.

You can also select a date range for your sync. After you click Start sync, the process begins. Refresh the page and scroll down to see the progress and results.

The sync log provides a record of sync activity and status for each attempt.

To access the sync log:

1. Scroll to the Synced donations section.
2. Review the history of sync attempts, their status, and any error messages.

Each entry shows:

• When the sync occurred.
• Which records were processed.
• Success or failure status.
• Button to resync individual records if needed.

If errors occur, the sync log provides details to help troubleshoot the issue.

You can disconnect Neon CRM at any time. If you reconnect the same account later, all your previous settings and mappings are preserved.

To disconnect:

1. Scroll to the bottom of the integration page.
2. Click Disconnect.

Disconnecting stops all data syncing. Reconnecting restores your previous settings, but past data won't sync automatically.

If you encounter issues with your Neon CRM integration, here are the most common problems and their solutions.

• Duplicate entries appear in Neon CRM. If the integration creates duplicate entries for existing supporters, this is usually because of incorrect supporter matching settings. Check the Match account setting in General settings.
• Campaign mapping issues. If donations don't associate with the correct campaigns in Neon CRM, this can happen because campaign names or codes don't match. Review your campaign mapping rules in the integration settings. Make sure Fundraise Up campaign names or codes exactly match those in Neon CRM. If they differ, consider using the Campaign Code in Fundraise Up to match Neon CRM campaign names.
• Sync fails with a "tender.Type error" message. This error occurs when the required tender type is not enabled in Neon CRM. Ensure the “Credit Card (Offline-No Charge)” tender type is enabled in Neon CRM. After enabling it, resync the failed donations.
• Sync fails with the message "Unexpected system error occurred" or "Response code 500". These errors indicate a temporary issue with Neon CRM's API. Wait 15–30 minutes and attempt the sync again. If the issue persists, check Neon CRM’s system status for any reported outages.
• Failed synchronization. Check the sync log for error messages about failed donations. After resolving the issue, retry failed records using manual sync.

For ongoing problems or complex errors, contact Fundraise Up support with your sync log details.