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Neon CRM Overview

Neon CRM is a comprehensive cloud-based donor management platform designed specifically for nonprofits. It combines robust CRM functionality with fundraising tools, event management, and marketing automation to help organizations build stronger relationships with their supporters. The WeGive integration provides seamless bidirectional synchronization between your WeGive donation platform and Neon CRM.

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Key Features

  • Donor Management: Complete constituent profiles with detailed contact information and giving history
  • Donation Processing: Advanced gift tracking with multiple payment method support
  • Campaign Management: Comprehensive fundraising campaign tracking and analytics
  • Event Management: Integrated event registration and ticketing capabilities
  • Recurring Donations: Automated recurring gift management and processing
  • Communication Tools: Built-in email marketing and communication tracking
  • Reporting & Analytics: Advanced reporting on donor engagement and fundraising performance
  • Custom Fields: Flexible data structure with customizable fields and mapping

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Integration with WeGive

The WeGive Neon CRM integration provides:

  • Bidirectional Data Sync: Real-time and batch synchronization between both platforms
  • Automatic Donor Management: Seamless account creation and updates for both individuals and organizations
  • Transaction Processing: Automated donation tracking with payment method details
  • Campaign Synchronization: Consistent campaign structures and statistics across platforms
  • Recurring Gift Management: Automated recurring donation schedule tracking
  • Address Management: Complete address synchronization for mailing and billing
  • Webhook Integration: Real-time updates via webhooks for critical data changes
  • Custom Field Mapping: Configurable field mappings between WeGive and Neon data structures
  • Comprehensive Logging: Complete audit trail of all integration activities

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Getting Started

To begin using the WeGive Neon CRM Integration:

  1. Review the Setup Requirements
  2. Configure your Integration Settings
  3. Review the Data Mapping documentation
  4. Understand the Integration Nuances

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Core Objects

The following Neon CRM objects are central to the WeGive integration:

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Account Management

  • Individual Account: Personal donor records with contact information
  • Company Account: Organization and business donor records
  • Primary Contact: Main contact information and communication preferences
  • Address: Mailing and billing address information

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Transaction Management

  • Donation: Gift records with payment details and attribution
  • Payment: Payment method and transaction processing information
  • Campaign: Fundraising campaign tracking and statistics
  • Recurring Donation: Scheduled recurring gift management

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Communication & Tracking

  • Consent Settings: Email and SMS communication preferences
  • Custom Fields: Organization-specific data fields and values
  • Webhooks: Real-time event notifications and data synchronization

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Integration Architecture

The integration utilizes:

  • Neon CRM API v2: RESTful API for all data operations
  • Real-time Sync: Immediate synchronization via webhooks for critical updates
  • Batch Processing: Efficient daily batch jobs for large data sets
  • Custom Field Mapping: Flexible mapping system using JSONPath for complex data structures
  • Error Recovery: Automatic retry logic and comprehensive error handling
  • Rate Limiting: Respectful API usage with built-in throttling
  • Environment Support: Separate staging and production API endpoints

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Payment Method Support

The integration supports multiple payment methods with proper mapping:

  • Credit/Debit Cards: Visa, MasterCard, American Express, Discover
  • ACH/Bank Transfers: Electronic fund transfers and checking accounts
  • Checks: Traditional check processing and tracking
  • Cash: Cash donation recording
  • Stock/Securities: Stock and securities donations
  • In-Kind: Non-monetary gift tracking
  • Other: Flexible support for additional payment methods

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Best Practices

When working with the Neon CRM integration:

  • Data Quality: Maintain clean, consistent data across both platforms
  • Regular Monitoring: Review integration logs for any sync issues
  • Test Thoroughly: Always test configuration changes in a safe environment
  • Custom Field Planning: Plan custom field mappings before implementation
  • Webhook Management: Monitor webhook performance and error rates
  • Performance Optimization: Monitor API usage and sync performance

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Integration Capabilities

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Data Synchronization

  • Push Operations: WeGive data synchronized to Neon CRM
  • Pull Operations: Neon CRM data imported into WeGive
  • Conflict Resolution: Intelligent handling of data conflicts
  • Incremental Sync: Efficient synchronization of only changed records

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Webhook Support

Real-time synchronization for:

  • Account Creation: New donor account notifications
  • Account Updates: Donor information change notifications
  • Donation Creation: New donation notifications
  • Donation Updates: Donation modification notifications

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Custom Field Mapping

  • JSONPath Support: Advanced field mapping using JSONPath expressions
  • Bidirectional Mapping: Fields can be mapped in both directions
  • Conditional Logic: Support for conditional field mapping rules
  • Custom Transformations: Data transformation during sync operations

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API Endpoint Support

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WeGive API Integration

  • Donor Management: /donors endpoints for account synchronization
  • Transaction Processing: /transactions endpoints for donation tracking
  • Campaign Management: /campaigns endpoints for fundraising campaigns
  • Scheduled Donations: /scheduled-donations endpoints for recurring gifts

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Neon CRM API Integration

  • Account Management: /accounts endpoints for donor profiles
  • Donation Processing: /donations endpoints for gift tracking
  • Campaign Management: /campaigns endpoints for fundraising data
  • Address Management: /addresses endpoints for contact information
  • Recurring Donations: /recurring endpoints for scheduled gifts
  • Webhook Management: /webhooks endpoints for real-time sync

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Environment Configuration

The integration supports multiple environments:

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Production Environment

  • API Base: https://api.neoncrm.com/v2/
  • Webhook Base: https://super.givelist.app/api/
  • Full functionality: All features enabled

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Staging/Development Environment

  • API Base: https://trial.neoncrm.com/v2/
  • Webhook Base: https://api.staging.givelist.app/api/
  • Testing features: Safe environment for configuration testing

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Support and Resources

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Migration and Implementation

For organizations implementing the Neon CRM integration:

  • Data Assessment: Review existing data quality and structure
  • Field Mapping: Plan custom field mappings before activation
  • Testing Phase: Thorough testing in staging environment
  • Gradual Rollout: Phased implementation with monitoring
  • Training: Staff training on integrated workflows
  • Ongoing Monitoring: Regular review of sync performance and data accuracy

This comprehensive integration ensures accurate bidirectional synchronization between WeGive and Neon CRM while supporting flexible customization for each organization’s unique needs.