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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. This guide details the account fields that are available for import.

A different set of fields are supported when performing an account batch update. A list of the fields available for account batch update is here.

Import Templates (optional)

If you would like a sample data import template to work from, you can download a template for each type of data that you can import. These come with the required columns and most commonly used standard fields you would use for a first-time import. On the templates, the top row is the header row, which must be included in the imported spreadsheet. Row 2 provides example data. Finally, these files are not formatted as CSV files. Prior to doing the import, you must convert your files to CSV.

Right-click on a link and click "Save Link As..."

Common Mistakes in Formatting Data for Import

Supported Standard Fields

This guide includes a list of the standard fields 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 example below.

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

Supported Custom Fields

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

• All Accounts custom fields
• Donation custom fields
• Membership custom fields

Custom fields must be created in Neon CRM prior to import. More information about creating and configuring custom fields is available here.

Supported import can be mapped to a custom field during the mapping phase of the import process, as shown in the example below.

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.