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Fundraise Up + Neon CRM
Automatically sync your Fundraise Up data to Neon CRM.
Connect
Step 1—Link Your Fundraise Up Account to Your Neon CRM Account
Once you have your Fundraise Up account, go to integrations and enter your existing Neon CRM
credentials.
Customize
Step 2—Map Your Data Between Both Systems
Donations and supporter data is automatically mapped for you. Campaigns, funds, designations, and custom
fields can either be auto mapped or you can use custom rules for mapping into your Neon CRM.
That's it!
See Fundraise Up Transactions in Your Neon CRM
Your donation data will automatically sync to Neon CRM and include donation and supporter details.
Fundraise Up can sync up to 100 donation and supporter data points including data from custom fields.
FREQUENTLY ASKED QUESTIONS
How much does it cost?
We have special pricing and white-glove onboarding
for Neon CRM customers. Please be sure to mention your existing Neon CRM account when you speak to
your customer specialist.
How long does setting up the integration take?
Assuming you
already have Neon CRM account, once you have your Fundraise Up account set up (which can be done in
minutes), it’s as simple as mapping some custom fields. You don’t need development resources as it is all drag
and drop.
Read more.
How can I get help if I need it?
We can set up a screen share and have one of our
integration specialists
help you.
Do I need to export or import anything?
Nope! Your donation data will be
automatically synced with your Neon CRM shortly after each donation. This includes supporter information,
one-time and recurring donation details and status, as well as any refunds or failed donations.
I
see data in Fundraise Up that is not on your list for Neon CRM. How can I get that info?
Any data points that are collected but don’t have a home field in Neon CRM can be mapped to the notes
sections in Neon CRM. You have the option to configure which of these data points you would like to see in
Neon CRM.
Ready to get started?
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