Neon CRM Import Field Guide

Contents

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.

Import Spreadsheet Templates 

Common Mistakes in Formatting Data for Import

Data Structure

On the spreadsheet used for import, data should be structured where each account is a row on the spreadsheet and each column is a Neon CRM field (as seen below). Please note: As stated above, it is highly recommended to use the spreadsheet template generated in the Import Manager, as this data structure is automatically configured for you.

Supported Standard Fields

The following sections of this guide list the standard fields for each data type that can be imported via the Import Manager. Supported import columns can be mapped to a standard field during the mapping phase of the import process, as shown in the image below. If you have a field that is not in the standard field list, you may create a custom field, as needed.

Account Standard Fields

These are the Neon fields available when importing new accounts to Neon CRM.

^†Standard consent fields related to compliance with various consumer privacy regulations.

^††If you import Household Name and/or Household Salutation, Neon will populate those account fields and will also create a household on that account and set that individual as the primary household contact.

A few notes about importing household information:

• If you import Household Salutation data but not Household Name, the Household Name field will automatically populate with "[Household Primary Contact Last Name] Household."
• Import manager will automate the creation of households and relationship links.
• Households are identified by Household Name + Address match to ensure these columns are included in your spreadsheet.

⁺⁺⁺You can import multiple pinned notes per account, but each note has to have its own line in the import spreadsheet. If your imported notes have no title, it will be imported as an "Untitled" pinned note.

Donation Standard Fields

Membership Standard Fields

Event Registration Standard Fields

Activities Standard Fields

You can include the following fields:

• Subject (required)

• System User

• Status (required)

• Custom Status

• Priority

• Time Zone (if not mapped, use Organization Profile time zone by default)

• Start Date (required)

• Start Time

• End Date

• End Time

• Solicitation Method

• Location

• Activity Note

• Activity Custom Fields

• Grant ID

• Prospect ID

Grants Standard Fields

You can include the following fields:

• Grant Status (required)
• Grant System User
• Grant Name (if not mapped, auto-populate account name)
• Ask Date
• Ask Amount
• Funded Date
• Funded Amount
• Close Date
• Grant Note
• Grant Campaign
• Grant Fund
• Grant Purpose
• Grant Custom Fields
• Activity ID
• Prospect ID

 Volunteer Information Standard Fields

You can include the following fields:

• Opportunity Name (required)
• Opportunity Start Date
• Opportunity End Date
• Shift Name
• Shift Start Date
• Shift End Date
• Shift Start Time
• Shift End Time
• Shift Timezone
• Role

 Volunteer Time Sheets Standard Fields

• Opportunity Name
• Opportunity Start Date
• Opportunity End Date
• Shift Name
• Shift Start Date
• Shift End Date
• Shift Start Time
• Shift End Time
• Shift Timezone
• Role
• Time Sheet Date (required)
• Time Sheet Hours (hours, expenses, or mileage - at least one of the three - required)
• Time Sheet Expenses (hours, expenses, or mileage - at least one of the three - required)
• Time Sheet Mileage (hours, expenses, or mileage - at least one of the three - required)
• Time Sheet Note Title
• Time Sheet Note Text
• Time Sheet Note Type
• Time Sheet Status
  • Statuses are: Approved, Pending, Still Working. Defaults to "Approved" if this column isn't included.

Supported Custom Fields

In addition to the standard fields noted above, the following custom fields can also be imported using the Import Manager:

• Account custom fields
• Donation custom fields
• Membership custom fields
• Event Registration custom fields (legacy events)

Custom fields can be created in Neon CRM prior to import, or you may have the system create a custom field during the import process by including a new custom field on the spreadsheet you import. More information about creating and configuring custom fields is available here.

Importing Multiple Values to a Checkbox Field

You can import data to checkbox field by using a pipe to separate the items that you wish to import in your data spreadsheet. A pipe is a straight up-and-down line. On your keyboard, it should be located on the backslash key, usually right above or below the "return" or "enter" key. To create a pipe, hold down the shift key and the backslash key at the same time. No spaces are required before or after the pipe.

When importing this data, when you get to the mapping phase, you'll be able to confirm each pipe-delimited value to its appropriate value in Neon CRM. Once you complete the import, you'll find that the checkboxes are properly populated based on the pipe delimiters in your data sheet.

This formatting will be useful for importing multiple values to account custom fields set up with a checkbox data format, as well as the Individual Type and/or Company Type fields.