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
- Birth Year
- 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 |
| Birth Year | Custom Fields | TrueGivers Demographics | Birth Year | 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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