NeonCRM – Setup

Organization ID

To access your Organization ID, first navigate to Settings > Organization Profile & Billing. The settings button is located at the top right of your NeonCRM homepage.

Next, scroll down until you find the section called Database Information. In this section you will find your Organization ID listed.

API Key

In NeonCRM, API Keys are based on NeonCRM system user accounts. We recommend creating a new user account for each integration you enable. Neon is asking you to create a new user that has API access, so they require an email address that is not already in use. You can use any email address not in use by Neon. This makes it easier to disable a single integration at a later time.

To access your Valid API Key, you will need to create one. You can create an API key in your Settings > User Management. Then click New User.

This will redirect you to a new user form. Fill out all required fields. We recommend naming this user with a name that includes 'TrueGivers API' or another name that will help you identify its use. Additionally, this user should have the User Group set to 'Administrator'. Selecting this type of User Group allows us to continue to process your data with limited interruptions.

Then, enable the API Access for this user account by clicking the toggle button. Your API key will then be displayed.

 

Finally, click Create User at the top right of the New system user form. Your user will appear in the System Users list. You can always access your API Key by opening this System user. To remove API access for this integration, you can deactivate this user.

Account Last Modified Date check

TrueGivers requires that your accounts have the Account Last Modified Date field populated. This field is used during our download process, and lack of this value could prevent us from downloading ALL of your individual accounts.

Confirm that your accounts have this field populated by running a quick report within Neon.

1. Click Reports > New Report
2. Click All Accounts Report
3. Click Edit Criteria
4. Enter the following Criteria
   1. Field: Account Last Modified Date
   2. Operator: Blank

      

5. Click Load Criteria
6. Finally, click Run Report.

If you are receiving results, this means that these accounts do not have the Account Last Modified Date field populated, and TrueGivers will NOT download these accounts.  Continue below to find out how to populate this field: Populating the Account Last Modified Date.

If you are not receiving results, this means that all of your accounts have the Account Last Modified Date field populated. Congrats! You are now ready to register for the TrueGivers & NeonCRM Integration. Register now!

Populating the Account Last Modified Date.

There are a few steps you will need to take in order to populate your accounts that do not have the Account Last Modified Date populated.

1. Create a new Custom Field (this can be deleted later)
2. Perform a Bulk Edit Operation on all accounts missing Account Last Modified Date
3. (optional) Delete Custom Field

 

Create A New Custom Field

In order to edit all accounts with the Account Last Modified Date field, you will need to perform a Bulk Operation on all of these accounts. The easiest way to do this is to create a new custom field.

For this example, we will name the new custom field 'Test'. This custom field name does not matter. Just use a name that is unique and you will remember when you perform the Bulk Edit. This field can also be deleted after you have performed the Bulk Edit.

1. Navigate to Settings > Global Settings
2. Click All Accounts under the Accounts> Custom Fields section
3. Click New Custom Field
   1. Field Name: Test
   2. Display type: one-line text
   3. Data type: text
4. Then, click Save.

You have now created a custom field. Next, we will perform a bulk edit using this field.

Perform a Bulk Edit

Next, we will perform a Bulk Operation and edit the  new 'Test' custom field. This will automatically populate the 'Account Last Modified Date' field.

To access the Bulk Operations, you'll need to click Setting > Global Settings> 'Bulk Edit or Delete Accounts'.

This will open up the 'All Accounts Report' which will enable you to create a report:

1. Click Edit Criteria
2. Enter the following Criteria
   1. Field: Account Last Modified Date
   2. Operator: Blank

      

3. Click Load Criteria
4. Finally, click Run Report. This should return the same count as the first time you ran the All Accounts report above.
5. Click Bulk Operation > All Accounts

   

6. Then, click Confirm Accounts
7. Make sure the option is Edit Account Data, then click Next

   

8. Scroll down to find that new Custom Field you created and check this field.
9. Then enter some data; for example: 'Test Field'

   

10. At the top of the page, click Next
11. Finally, this page should have a description like: Test will be changed to Test Field
12. Click Confirm and Perform Bulk Edit button

Once this has completed, you can confirm the Account Last Modified Date field has been populated by running another report following the instructions above under Account Last Modified Date Check.

If you are not receiving results with that final check, this means that all of your accounts have the Account Last Modified Date field populated.

Congrats! You are now ready to register for the TrueGivers & NeonCRM Integration. Register now!