You can download a spreadsheet that shows which fields in Qgiv map to associated fields in NeonCRM - it's attached to this article!

Data exported from Qgiv will be added to areas of your choosing that you’ve already created in NeonCRM. Online, Qgiv offline transactions, and peer-to-peer verified offline transactions will be exported.

Contents:

• Getting Started
• General Settings
• Export Settings
  • Matching Logic
• Default Values
• Extra Info
• Optional Mappings
• Running an Export and Export History
• Viewing Your Qgiv Data in NeonCRM
• Backing Up, Re-Authenticating, or Deleting the Integration
• Enabling the Service Integrations Notification

 

Getting Started

To set up the integration, click the Integrations icon along the left side of your screen.

Locate the NeonCRM tile in the CRM section and click Connect.

Enter your Organization ID and API Key and then click Connect again.

For help locating your Org ID and API Key, click here to check out Neon’s API documentation.  

 

General Settings

You’ll be taken to a screen where you can configure your settings.

Settings are organized into tabs along the left side of the page. You'll be prompted to Save after you make changes on a tab.

On the General tab, use the calendar to choose the Export Data Starting On date. If you'd like to export data from a date prior to the current date, you can set your calendar accordingly so historical transaction data will be exported. 

IMPORTANT: The date you set aligns with the transaction dates you'll be exporting. If you set the date to today, only transactions from today and future dates will be exported.

The Export Data Ending On field lets users input a date to end exports from the integration. Leave this field blank if you want the integration to export indefinitely.

In the Frequency drop-down, choose Manual, Hourly, Daily, or Every 15 Minutes exports. 

If you choose Daily exports, you’ll also be able to choose the time (Eastern) for the export to occur.

Beneath the Frequency drop-down is the Maximum Transactions field. This required field specifies the maximum number of transactions Qgiv will export to the integration at a single time. The default setting is to export a maximum of 100 transactions. You can adjust this number higher or lower, but the number field cannot be blank.

Also note that smaller limits provide a safer export, reducing the likelihood of export issues due to a service interruption.
 

 

Export Settings

The next tab houses the Export settings.

Exclude Offline & Matching Donations, when toggled on, excludes offline and matching donations from exports.

IMPORTANT: If you choose to export offline and matching donations, only verified transactions will be included.

The Exclude Facebook Donations toggle excludes donations made through Facebook.

 

Matching Logic

The integration's matching logic references common nicknames, so if a donor is listed in NeonCRM by their legal name but uses a nickname when donating later, the integration won't create a new record in NeonCRM if the other matching criteria remain the same.

For example, if a donor in your database named Robert Smith donates as "Bob" Smith, the matching logic will apply the donation to Robert Smith's record in the NeonCRM database, provided the donor's last name and contact information are the same. 

 

Default Values

On the Default Values tab, choose a Campaign, Fund, and Purpose from the drop-down menus. The selections you make here will be your default mapping locations for transactions that cannot be mapped elsewhere.

 

Extra Info

If there’s any extra information you’d like to add to the Payment Information Note field in NeonCRM upon export, you can choose from the options in the drop-down menu on the Extra Info tab.

You can read more about what those extra info fields mean here.

You can make multiple selections. They’ll appear one at a time below the drop-down menu as you select them.

Not all information is available for each transaction type (e.g., Participant Name will only show up for peer-to-peer registrations).

 

Optional Mappings

Once you’ve saved, click the Mappings tab to display your Optional Mappings options. This is where you’ll configure mappings if you’d like specific data sets mapped to something other than the default values in the settings area.

Mappings can be grouped by Mapping Type or by Form using the Group by drop-down menu.

You can also filter your mappings to display only specific Mapping Types or only certain Forms and Events.

To add a new mapping, click the Add New Mapping button and then select the Mapping Type from the drop-down.

For example, if you’d like to export data for a specific form, select Standard Qgiv Form > Form from the drop-down menu. Then, use the Form drop-down to select the form.

If you’d like to exclude the Qgiv data from your exports, check the box labeled Exclude from Export.

Excluding can be useful for something like a $0 category for a peer-to-peer campaign. 

 

If you’d like to export the data to NeonCRM, do not check the box, and then select the Campaign, Fund, and Purpose values.

Please note: The only records created in Neon are accounts (individual or organization) and donations. They will not be differentiated as event registrations, store purchases, etc. once the data is in Neon.

Any transaction data exported from Qgiv will appear in NeonCRM as donations. If you do not want event registrations and store purchases to be recorded as donations in NeonCRM, then you should exclude these data sets from your mapping.

When you’ve configured your mapping, click Add Mapping.

You can Edit or Delete a mapping by clicking the three dots at the right side of the mappings table.

If you’d like to delete multiple mappings, check the box next to the mapping’s names, and then click Delete Mappings at the top of the table.

The process is similar for each data set shown in the Optional Mappings area. There may be some slight variations in how many choices you have in each drop-down. 

For example, if you’re mapping restrictions, you’ll see another drop-down menu, and still another if you’ve set up sub-restrictions. 

When mapping events, you’ll be given the option to drill all the way down to event packages, if desired.

You can also map text campaigns:

Peer-to-peer events just require a form selection and export destination.

You can choose to export other peer-to-peer data, as well.

Peer-to-Peer Classifications

Peer-to-Peer Categories

Peer-to-Peer Restrictions

Peer-to-Peer Store Purchases

You can also map auction transactions.

Auction

Auction Restriction

Auction Package

Auction Item

Running an Export and Export History

When you’re ready to run an export, click Export, which is located in the upper-right corner of your settings window. This is only necessary if you chose the Manual export option.  

Otherwise, Hourly exports are scheduled to run once per hour at 15 minutes past the hour, but they are not guaranteed to run at exactly 15 minutes past. Actual run times depend on the server load. Daily exports will run at the time you chose. 

IMPORTANT: If you're exporting for the first time or have a large number of transactions to bring over, we'd recommend setting your export start and end dates to export one week at a time to avoid hitting API limits.

You’ll receive a message in a pop-up alerting you that your export was completed. If successful, you’ll see the following:

Clicking View Export History will open the Export History Report, but will display only the records associated with this export.

If there were any issues during the export, you’ll see a message similar to the following:

At the top of your integration management screen, you’ll see an Export History tab. Here, you’ll see some basic information about your past exports, including the Export ID, Date and Time, Status, and Total Transactions.

Clicking the Export ID will take you to the more detailed Export History report, filtered by the transactions that were exported in that batch.

To view the full Export History report, click View All Export History.

When you do so, you’ll open the Export History Report, which includes a table which details all exported records across your service integrations.

In the Export History Report you may notice an icon that looks like the outline of a person with a plus sign. This means a new record was created as the result of a new donor or registrant.

Additionally, you may notice an additional alert icon in the Export Status column. Hover over the icon to see more details. The message will also display in the Export History Report.

Follow the link to learn more about the Export History Report.

To verify that accounts were created in NeonCRM, log in and click on Account, and then click All Accounts. To ensure duplicate accounts are not created, we search by:

• Email + company name for company donations
• Email + first name + last name for individual donations

If we still don't find an account, one is created.

There is no ongoing synchronization of account and donation data between Qgiv and NeonCRM. Once the Qgiv data is exported to NeonCRM, any subsequent updates to that data in Qgiv will not be reflected in NeonCRM. Likewise, any changes made in NeonCRM will not be sent to Qgiv.

To verify donations, click on Fundraising, and then click Donation/Pledge List. Check amounts, donor, and mapped information (campaign, fund, and purpose).

Please note: Multi-restriction and multi-package transactions get split up into multiple NeonCRM donations. If you have GiftAssist enabled, those amounts get divided up across transactions. In case there is a remainder, one donation may get a bit more than the rest.

Data Types

The specific data types (e.g., individual accounts, donations, etc.) created in NeonCRM via the integration are:

• Individual Accounts
• Organization Accounts
• Donations

The specific data types (e.g., individual accounts, donations, etc.) retrieved from NeonCRM via the integration are:

• Individual Accounts
• Organization Accounts
• Campaigns
• Funds
• Purposes

Fields

The specific fields (first name, last name, email 1, etc.) sent to NeonCRM via the integration are: 

Individual Account

• Origin Detail
• Organization Name
• Prefix
• First Name
• Last Name
• Email 1
• Phone 1
• Address
• City
• State
• Province
• Zip Code
• Country

Organization Account

• Origin Detail
• Organization Name
• Email 1
• Phone 1
• Address
• City
• State
• Province
• Zip Code
• Country

Donation

• Account ID
• Amount
• Date
• Fund ID
• Campaign ID
• Purpose ID
• Payment Amount
• Payment Method
• Payment Note

 

The specific fields (first name, last name, email 1, etc.) retrieved from NeonCRM via the integration are:

Individual Accounts

• Email
• First Name
• Last Name

Organization Accounts

• Email
• Company Name

Campaigns

• Campaign ID
• Campaign Name

Funds

• Fund ID
• Fund Name

Purposes

• Purpose ID
• Purpose Name

 

Viewing Your Qgiv Data in NeonCRM

From your NeonCRM Mission Control Dashboard, go to Fundraising and select Donations & Pledges.

To view specific transaction information, click on the dollar amount in the Amount column.

To see donor information, click on the name in the Account column.

The mappings you set up in Qgiv will populate in this view in the Campaign and Source columns.

To view the information you mapped in Qgiv for Fund, click the transaction under Amount and review the Donation Summary.

You will see "API User" in the Created area of the Donation Summary.

 

Backing Up, Re-Authenticating, or Deleting the Integration

If you have a lot of optional mappings, you may want to back them up to a CSV file. This is useful if you need to deactivate a service or adjust your connection and want to make sure your mappings are safe.

Click the Mappings Backup link to access the Mappings Backup & Recovery settings.

From here, you can download your mappings as a CSV file, as well as upload a previously downloaded backup file.

The Re-authenticate link lets users reconfirm their integration credentials or enter credentials for a different account.

When you click Re-authenticate, you'll be prompted to Activate the integration or Cancel the reauthentication process. Clicking cancel keeps the integration set up the way it was before clicking Re-authenticate.

If this service integration is no longer needed, it can be deleted by clicking Delete Integration in the left-hand navigation.

You'll be prompted to confirm your choice to delete the integration by typing the word DELETE.

After deleting the service integration, if you need to re-enable it you can reconnect just like when you originally set up the service integration. 

To save you time and prevent you from accidentally creating duplicate records, you'll be prompted to Restore export history when you establish your integration again. Note that this will not import any past integration settings. If you would rather start with a clean slate, select Start from scratch instead.

 

Enabling the Service Integrations Notification

To be notified via email when a service integration becomes inactive, the integration is locked for an extended period, or a transaction fails to export, you can turn on the Service Integrations notification.  

To manage notifications, navigate to the Notifications area of your org-level control panel.  

Click Manage for each user you’d like to receive the notification.  

Then, search for Service Integrations at the top of the screen, or scroll down to Service Integrations in the System Notifications section.  

Check the box next to the notification to activate it. 

Scroll to the bottom of the screen and click Save Settings to save your changes. 

To read more about Notifications, check out this article.