Neon CRM integration FAQ
1. How can I connect my Neon CRM account to Fundraise Up?
For instructions on connecting Neon CRM to Fundraise Up, please refer to our Neon CRM documentation.
2. How does Fundraise Up handle recurring donations in Neon CRM?
Currently, Fundraise Up syncs recurring donations to Neon CRM as individual one-time donations. The integration is unable to create recurring plans directly in Neon CRM.
3. How does Fundraise Up handle supporter matching in Neon CRM?
By default, Fundraise Up matches supporters by email address. This is the recommended setting as it typically results in the least account duplication. You can change this setting in the integration configuration to match by name and address or by name and phone number.
4. How are campaign donations mapped between Fundraise Up and Neon CRM?
You can set up mapping rules to connect Fundraise Up campaigns to Neon CRM campaigns. For example, if your campaign names match exactly, you can map campaign: name
in Fundraise Up to campaign: name
in Neon CRM. You can also use special rules for more complex mappings.
5. Can I sync historical donation data from Fundraise Up to Neon CRM?
Yes, you can initiate a sync of your historical data. This will bring over past donations and supporter data, as well as apply any new mapping rules you've set up.
6. What should I do if I encounter an issue or error with the Neon CRM integration?
If you encounter any issues or errors with the Neon CRM integration, please refer to our separate article on common Neon issues.