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Configuration Options

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Integration Settings

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Basic Configuration

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Authentication Settings

• Neon Organization ID: Your unique Neon CRM organization identifier
• Neon API Key: Secure API key for authentication with Neon CRM
• Environment: Production (api.neoncrm.com) or Staging (trial.neoncrm.com)

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Integration Status

• Enabled: Master switch to enable/disable the entire integration
• CRM Sync: Controls whether data synchronization is active
• Two-way Sync: Enables bidirectional data synchronization

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Synchronization Control

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Entity Tracking Options

• Track Donations: Synchronize donation/transaction data
• Track Donors: Synchronize donor/account information
• Track Recurring Donations: Synchronize scheduled donation data
• Track Campaigns: Synchronize campaign and fundraising data

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Sync Direction Options

• Push Only: WeGive → Neon CRM synchronization
• Pull Only: Neon CRM → WeGive synchronization
• Bidirectional: Full two-way synchronization
• Disabled: No synchronization for specific entity types

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Webhook Configuration

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Real-time Sync Events

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Account Events

• CREATE_ACCOUNT: New donor account creation in Neon CRM
• UPDATE_ACCOUNT: Donor account modifications in Neon CRM

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Donation Events

• CREATE_DONATION: New donation creation in Neon CRM
• UPDATE_DONATION: Donation modifications in Neon CRM

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Webhook Settings

• Content Type: application/json
• Authentication: API token-based authentication
• Retry Logic: Automatic retry on webhook delivery failures
• Error Handling: Comprehensive error logging and notification

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Data Mapping Configuration

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Default Field Mappings

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Donor/Account Mappings

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Donation/Transaction Mappings

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Campaign Mappings

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Custom Field Mapping

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JSONPath Support

{
  "integration_path": "primaryContact.addresses[0].addressLine1",
  "wegive_path": "mailingAddress.address_1",
  "crm": "NEON",
  "integration": "ACCOUNT"
}

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Mapping Levels

• Import: Only used when importing data from Neon CRM
• Export: Only used when exporting data to Neon CRM
• Bidirectional: Used for both import and export operations

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Custom Field Types

• Standard Fields: Built-in fields in both platforms
• Custom Fields: Organization-specific fields requiring mapping
• Computed Fields: Fields calculated during synchronization
• Literal Values: Static values assigned during sync

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Payment Method Configuration

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Tender Type Mapping

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Card Type Mapping

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Address Management

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Address Types

• Primary Address: Main address marked as primary in Neon CRM
• Mailing Address: Dedicated mailing address
• Billing Address: Billing address for payment processing

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Address Synchronization

• Automatic Creation: Addresses created automatically with donor accounts
• Update Logic: Existing addresses updated based on primary designation
• Phone Integration: Phone numbers included with address records

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Error Handling and Logging

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Integration Logging

• Activity Tracking: Complete audit trail of all integration activities
• Error Logging: Detailed error messages and resolution guidance
• Performance Monitoring: API usage and response time tracking
• Webhook Monitoring: Webhook delivery status and error tracking

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Error Recovery

• Automatic Retry: Failed operations automatically retried
• Manual Retry: Administrative interface for manual retry of failed operations
• Error Notifications: Configurable notifications for integration errors
• Data Validation: Pre-sync validation to prevent common errors

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Advanced Configuration

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Rate Limiting

• API Throttling: Built-in rate limiting to respect Neon CRM API limits
• Batch Processing: Efficient batch operations for large data sets
• Queue Management: Intelligent queuing of sync operations
• Performance Optimization: Automatic optimization based on usage patterns

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Environment-Specific Settings

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Production Configuration

• API Endpoint: https://api.neoncrm.com/v2/
• Webhook Base: https://super.givelist.app/api/
• Full Features: All integration features enabled
• Production Monitoring: Enhanced monitoring and alerting

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Staging/Development Configuration

• API Endpoint: https://trial.neoncrm.com/v2/
• Webhook Base: https://api.staging.givelist.app/api/
• Testing Features: Safe testing environment
• Development Tools: Additional debugging and testing capabilities

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Integration Security

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Data Protection

• Encryption: All data transmission encrypted via HTTPS
• API Key Security: Secure storage and handling of API credentials
• Access Controls: Role-based access to integration settings
• Audit Logging: Comprehensive logging of all integration activities

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Compliance Features

• Data Privacy: GDPR and privacy compliance features
• Consent Management: Proper handling of communication consent
• Data Retention: Configurable data retention policies
• Export Controls: Data export and portability features

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Configuration Best Practices

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Initial Setup

1. Start with Core Fields: Begin with essential field mappings
2. Test Thoroughly: Validate all mappings in staging environment
3. Gradual Rollout: Enable features incrementally
4. Monitor Performance: Watch for sync performance and errors

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Ongoing Management

1. Regular Review: Periodically review and update field mappings
2. Performance Monitoring: Monitor API usage and sync performance
3. Error Management: Promptly address and resolve sync errors
4. Staff Training: Keep team updated on configuration changes

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Data Quality

1. Clean Data: Ensure data quality before enabling sync
2. Consistent Formatting: Maintain consistent data formats
3. Regular Validation: Periodic validation of synchronized data
4. Backup Strategy: Regular backups before configuration changes

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Configuration API

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Programmatic Configuration

• Field Mapping Management: Create, update, and delete field mappings
• Integration Settings: Modify integration parameters
• Webhook Management: Configure webhook endpoints and settings
• Monitoring Access: Retrieve integration logs and statistics

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Configuration Endpoints

• GET /neon-integrations/{id}: Retrieve integration configuration
• PUT /neon-integrations/{id}: Update integration settings
• GET /neon-mapping-rules: List field mapping rules
• POST /neon-mapping-rules: Create new field mapping rules
• PUT /neon-mapping-rules/{id}: Update existing field mapping rules
• DELETE /neon-mapping-rules/{id}: Remove field mapping rules

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Troubleshooting Configuration

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Common Issues

• Authentication Errors: Verify API credentials and permissions
• Mapping Conflicts: Resolve conflicting field mappings
• Webhook Failures: Check webhook endpoint accessibility
• Data Type Mismatches: Ensure compatible data types between platforms

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Diagnostic Tools

• Configuration Validator: Built-in validation of configuration settings
• Mapping Tester: Test field mappings before activation
• Connection Tester: Verify API connectivity and authentication
• Sync Simulator: Preview sync operations before execution

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Support and Resources

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Configuration Help

• Documentation: Comprehensive configuration guides
• Examples: Real-world configuration examples
• Best Practices: Industry best practices and recommendations
• Training: Configuration training and workshops

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Technical Support

• Integration Support: Specialized technical support for configuration issues
• Onboarding Assistance: Guided setup and configuration assistance
• Performance Optimization: Configuration optimization consulting
• Custom Solutions: Custom configuration solutions for unique requirements