🔗 Neon CRM Integration Guide

 

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Welcome! This guide walks you through integrating your Neon CRM account with your ClickBid Admin. You'll find step-by-step instructions, data mapping info, and how to manage your bidder and sales data through the integration.

1. 🔐 Connect Neon CRM to ClickBid

Step 1: Retrieve Your Neon CRM Credentials

• Organization ID

  • Go to: Settings (Gear Icon) > Organization Profile > Account Information > Database Information

  • Copy the Organization ID (not your login username).

 

• API Key

  • Go to: Settings > User Management

  • Locate your user profile, click the three dots (…), then Copy API Key.

Step 2: Connect in ClickBid Admin

• Go to: Event Admin > Integrations > Dashboard > Neon CRM

• Click Connect, enter your Organization ID and API Key, then press Connect.

                     

Once connected:

• Neon CRM will show as Connected.

  
  
  
  

• A new Neon CRM dropdown tab will appear under the Integrations tab with the following tools:

  • Import Bidders

  • Export/Update Bidders

  • Export Sales

  • Activity Log

    

 

 

 

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2. 📊 Data Mapping Setup (Optional but Recommended)

If you want to export additional info, set up data mapping before importing/exporting data.

Default Mappings (Accounts)

• Address Type: Default is Home (options: Work, School, Other)

• Phone Type: Default is Home (options: Work, Mobile, Other)

  
  
  
  

Create Custom Mapping for ‘Account’

• Go to: Integrations > Neon CRM > Data Mapping

• Click Create Custom Mapping

• Select:

  • Neon Field Type: Account

  • Neon Field: Select from your Neon custom fields (Global Settings > Accounts > Custom Fields)

    • Field type: One-Line Text

    • Leave Data Type blank

  • ClickBid Fields Available:

    • Bidder Number

    • Table Number

    • Donated at Event?

    • Is a Ticket Holder?

    • Was a Purchaser at Event?

• Click Create
  You can create up to 5 mappings for Account records.

Create Custom Mapping for ‘Donation’

• Same process as above but select:

  • Neon Field Type: Donation

  • Neon Field: Found under Global Settings > Fundraising > Donation Custom Fields

  • Field type: One-Line Text

  • ClickBid Fields Available:

    • Item Category

    • Item FMV

    • Item Name

    • Item Number

• Click Create
  You can create up to 4 mappings for Donation records.

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3. 📥 Import Bidders from Neon CRM

• Go to: Integrations > Neon CRM > Import Bidders

• Filter by Campaign or select All

• Status:

  • Not Yet: Not yet imported

  • Imported: Already in ClickBid as a bidder

 

• Select the checkboxes for the desired accounts and click Import

⏱️ Import takes up to 5 minutes

To Remove a Bidder

• Go to: Bidders > Manage Bidders

• Select the bidder, scroll to Batch Update, check Delete, type "delete", and click Update

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4. 📤 Export or Update Bidders to Neon CRM

You can:

• Add New Contacts to Neon CRM

• Link to Existing Contacts (manually)

To Link to Existing:

1. In Neon CRM:
   Accounts > Search for Contact > Note the ID field

2. In ClickBid:
   Integrations > Neon CRM > Export/Update Bidders

   • Use the ID to link the record

 

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5. 💸 Export Sales to Neon CRM

You can export:

• Paid Ticket Sales

• Online/Text-to-Give Donations

• Auction Item Sales

Steps:

1. Go to: Integrations > Neon CRM > Export Sales

2. Under Neon CRM Match:

   • If it says Attempt Match: Click 🔍 to auto-match or Create New Contact

   • Or click ✏️ to manually enter a Neon CRM

3. Select items to export and click Export Sales

4. Choose a Campaign to send sales to

📝 Donation Details in Neon:

• Full donation amount is sent

• FMV appears in Notes, e.g., FMV: $300

• If FMV is “0” or “Priceless”, Notes will be blank

⏱️ Export takes up to 5 minutes

Find Exports in Neon:

• Fundraising > Donations & Pledges

• Filter by campaign or search by account

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6. 🔌 Disconnect from Neon CRM

• Go to: Integrations > Dashboard

• Click the Connected button on the Neon card to disconnect