VolunteerLocal has a direct integration with Neon CRM offering a one-way data push to create new Contacts and sync shift/hour data.
To get started
You need to items from the Neon CRM platform:
- API Key: Access the Neon CRM "User Management" page and click the name of the user who will provide the API access. The key can be found on a user's profile, in the "API ACCESS" section.
- Organization ID: Access the Neon CRM "Organization Profile" page and look for your Organization ID in the "Database Information" section.
Once you have both the API key and Organization ID, save them in the VolunteerLocal fields in the "Neon Connection Settings" section at the bottom of the page.
If your API key is valid, the connection button at the top of the page will turn green and state "Connected."
General Settings
Review the General Settings to account for your data and setup. We recommend contacting VolunteerLocal support to talk through the various configuration options.
Push Data to Neon CRM
Manual and scheduled data push options are available.
Manual data pushes are often used when the sync is first established to do a "catch up" data sync. It can be used to find differences and duplicates between the two systems.
Scheduled (automated) data push options are available for daily, weekly or monthly schedules.
In addition to the mass data push options pictured here, individual volunteer records can be pushed from the volunteer's profile view.
History
Manual and scheduled data push results are logged and available for review during and after a sync.