Importing Data in Neon CRM

Introduction

Neon CRM's Import Manager allows you to import data into your system using .CSV files. The following types of data are available for import:

• Account data, such as names, addresses, email addresses, and phone numbers
• Donation data, such as donation amounts, dates, and payment methods
• Event registration data, such as event registration dates and amounts
• Membership data, such as membership level, cost, start date, and end date

A full list of fields that are available for import in Neon CRM is available in our Neon CRM Import Field Guide.

In addition, the Import Manager allows you to batch update existing Neon CRM accounts. A full list of fields available for account batch update is available here.

Limitations of the Import Manager

Certain types of data are not available for import using the Import Manager. These include (but are not limited to):

Accounts

• Account Relationships - Household and Employment relationships are possible to import, but other relationship links between accounts are not
• Prospects
• Volunteer data
• Timesheet data
• Seasonal addresses
• More than two addresses
• Uploaded files or attachments
• Email history

Donations

• Recurring donations
• Payments linked to pledges
• Pledge write-off amounts
• Soft credits
• Solicitors

Event Registrations

• Event sessions
• Multiple event attendees per registration
• Events with multiple ticket prices, multiple attendees per ticket
• Ticket names or details aside from cost

Memberships

• Membership auto-renewals
• Sub-members for household or company group memberships

Store

• All Store data

Importing Standard and Custom Fields

Both standard and custom fields are available for import using the Import Manager. You may import custom fields for accounts, donations, and/or memberships. Custom fields must be pre-configured in Neon CRM before importing data into the field. For more information, please see the Configuring Custom Fields guide here.

Import vs. Account Batch Update

Import refers to using the Import Manager to add new accounts to your Neon CRM system. Account Batch Update refers to using Neon CRM account IDs to update existing accounts in your Neon CRM system.

Note that a single spreadsheet cannot be used for both import and account batch update. If you have a spreadsheet that contains Neon CRM account IDs for existing accounts but also contains new accounts, you need to separate your data into two separate spreadsheets and use the Import Manager twice - once to update existing accounts using account batch update, and once to import new accounts.

Import Templates (optional)

Preparing your data for import

Importing your account data into Neon CRM