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Integrating TrueGivers & NeonCRM

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While setting up your TrueGivers and NeonCRM integration, several account custom fields are required to support the full integration. These account custom fields are not created automatically, so you will have to create them. During registration, we will verify them, and you will have to review them if there are existing conflicts. We will help you every step of the way. Check out instructions to create these account custom fields and their details here: NeonCRM - Setup.

The account custom fields required for this integration:

  • Deceased Type
  • Deceased Date
  • Deceased Link
  • Birth Year
  • Business Owner
  • Home Owner
  • Net Worth Decile
  • Market Value Range
  • Income Decile
  • Religion
  • Heritage

Objects we update:

  • Address 1 -  Address Section
  • Address 2 - Address Section
  • City - Address Section
  • State - Address Section
  • Zip Code - Address Section
  • County - Address Section
  • IsPrimary - Address Section
  • Do Not Contact - Account Flags
  • Deceased - Account Flags

Objects we create:

  • TrueGivers creates the following objects when we identify a move address.
    • Address 1 -  Address Section
    • Address 2 - Address Section
    • City - Address Section
    • State - Address Section
    • Zip Code - Address Section
    • County - Address Section
    • IsPrimary - Address Section
    • Address Type - Address Section

Note: The created objects listed above will not affect existing objects. When we find a move for one of your Individual Accounts, we will create the standardized move address, mark it as primary, and give it a start date. The original address will be standardized, marked as not primary, and given an end date.

Objects we delete:

Currently, we do not delete any data from your database. We simply process your data and synchronize it for you.

Learn more about NeonCRM account custom fields here: Configuring Custom Fields.

Where can I find the fields used in the Integration?

 

TrueGivers Fields
NeonCRM Group
NeonCRM Section
NeonCRM Field Name
Account Custom Field?
Address Line 1 Basic Information Address Address 1 No
Address Line 2 Basic Information Address Address 2 No
Address City Name Basic Information Address City No
Address State Code Basic Information Address State No
Address Postal Code Basic Information Address Zip Code No
Address Postal Code Extension Basic Information Address Zip Code No
Address County Name Basic Information Address County No
Residential Delivery Indicator Addresses Address Information Address Type No
Address Start Date Addresses Address Information (valid time) Start Date No
Address End Date Addresses Address Information (valid time) End Date No
Deceased Type Custom Fields TrueGivers Deceased Flag Deceased Type Yes
Deceased Date Custom Fields TrueGivers Deceased Flag Deceased Date Yes
Deceased Link Custom Fields TrueGivers Deceased Flag Deceased Link Yes
Birth Year Custom Fields TrueGivers Demographics Birth Year Yes
Business Owner Custom Fields TrueGivers Demographics Business Owner Yes
Home Owner Custom Fields TrueGivers Demographics Home Owner Yes
Net Worth Decile Custom Fields TrueGivers Demographics Net Worth Decile Yes
Market Value Range Custom Fields TrueGivers Demographics Market Value Range Yes
Income Decile Custom Fields TrueGivers Demographics Income Decile Yes
Religion Custom Fields TrueGivers Demographics Religion Yes
Heritage Custom Fields TrueGivers Demographics Heritage Yes

 

Are you an existing NeonCRM customer?

Register to start your integration between TrueGivers and NeonCRM and keep your database updated automatically!

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