Connecting NeonCRM to Fundraise Up

Our NeonCRM Integration is still being reviewed internally - please stay tuned!

Get your NeonCRM Organization ID and API key

In order to use our NeonCRM Integration, you'll need to log into NeonCRM and follow their instructions on how to get your Organization ID and API key.

Your Organization ID is your organization's unique ID with NeonCRM - it allows us to identify which account to attempt to send data towards.

Your API key is your permission token to send data in as a particular NeonCRM user - it allows us to make records in your NeonCRM account on your behalf. 

Go to the Integrations page

In your Fundraise Up dashboard, click your name in the top right, and then choose the Settings option from the dropdown.

In the left-hand menu of the Settings area, choose the Integrations option, found towards the bottom of the list.

Add the NeonCRM Integration

Click the Add Integration button, and choose the NeonCRM option from the list, either by scrolling or searching in the list of available Integrations.

On the NeonCRM Integration page, click the Connect NeonCRM button.

In the Connect NeonCRM popup, enter your Organization ID and API key as found in your NeonCRM account, and then click the Connect My NeonCRM Account button.

 

The Integration is paused when first connected - once you're happy with your Integrations' setup, don't forget to scroll to the bottom and click the Enable Automatic Sync button so that new donations start syncing in real-time!

In practice, you likely want to spend some time customizing your NeonCRM Integration rather than clicking that button immediately, so that you can make sure the data we sync over to NeonCRM matches your organization's data structure.