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Address Object Mapping

This document details the comprehensive mapping between Neon CRM address objects and WeGive donor address records, including contact information, location data, and synchronization behavior.

Object Overview

Neon Address Object

Represents contact addresses in Neon CRM including mailing addresses, phone numbers, and contact preferences.

WeGive Address Object

Represents donor addresses in WeGive including mailing and billing addresses with associated contact information.

Core Address Mapping

WeGive Address to Neon Address

Location Information

Address Classification

Contact Information

Phone Type Mapping

Integration Fields

Address Types and Context

Address Type Handling

WeGive supports multiple address types that are integrated with Neon CRM:

Mailing Address

  • Primary Use: Main contact address for donor
  • Neon Integration: Mapped as primary address in Neon CRM
  • Phone Integration: All phone numbers included with mailing address
  • Default Behavior: Created automatically with donor accounts

Billing Address

  • Primary Use: Billing address for payment processing
  • Neon Integration: Secondary address when different from mailing
  • Conditional Creation: Only created if different from mailing address
  • Payment Association: Associated with payment method information

Primary Address Designation

  • Single Primary: Only one address can be marked as primary
  • Automatic Selection: First address automatically marked as primary
  • Sync Behavior: Primary designation synchronized between platforms
  • Display Priority: Primary address used for main contact display

Complete Address Structure

Full Neon Address Object

WeGive Address Structure

Geographic Data Handling

State/Province Mapping

Neon CRM uses structured state/province objects:

State Object Structure

Common State Mappings

Country Code Mapping

Neon CRM uses structured country objects:

Country Object Structure

Common Country Mappings

Phone Number Processing

Phone Number Formatting

  • Input Flexibility: Accepts various phone number formats
  • Normalization: Phone numbers normalized to standard format
  • Validation: Basic phone number validation applied
  • International Support: Support for international phone numbers

Phone Number Examples

Phone Type Assignment

  • Automatic Detection: Phone type detected based on WeGive field
  • Default Types: Standard types assigned (Home, Work, Mobile)
  • Type Consistency: Types maintained across synchronization
  • Multiple Numbers: Support for multiple phone numbers per address

Data Transformations

Address Validation

  • Required Fields: Address line 1 and city are required
  • Format Validation: State and zip code format validation
  • Country Validation: Country code validation against Neon standards
  • Completeness Check: Ensures address has minimum required information

Phone Number Transformation

Geographic Code Conversion

Synchronization Behavior

Address Creation

  1. Donor Association: Address linked to donor account
  2. Primary Designation: First address marked as primary
  3. Phone Integration: Phone numbers included with address
  4. Validation: Address validated before creation

Address Updates

  1. Existing Check: Uses neon_id to identify existing addresses
  2. Primary Management: Ensures only one primary address
  3. Phone Updates: Updates phone numbers with address changes
  4. Validation: Revalidates address data on updates

Import from Neon CRM

  1. Account Association: Links addresses to imported donor accounts
  2. Address Creation: Creates WeGive addresses for Neon addresses
  3. Phone Import: Imports phone numbers with addresses
  4. Type Assignment: Assigns appropriate address types

Address Integration with Accounts

Account-Address Relationship

Addresses are integrated within the account structure in Neon CRM:

Within Individual Account

Separate Address Management

Addresses can also be managed separately:
  • Independent Updates: Address updates independent of account changes
  • Bulk Operations: Batch address updates for efficiency
  • Relationship Maintenance: Address-account relationships maintained
  • Validation: Address validation independent of account validation

Error Handling

Validation Errors

  • Missing Required Fields: Clear errors for missing address line 1 or city
  • Invalid State/Country: Validation errors for invalid geographic codes
  • Phone Format Errors: Phone number format validation errors
  • Duplicate Addresses: Prevention of duplicate address creation

Resolution Strategies

  • Data Correction: Tools for correcting invalid address data
  • Geocoding Support: Address validation and geocoding services
  • Manual Review: Administrative interface for address conflicts
  • Bulk Correction: Tools for bulk address data correction

Performance Considerations

Address Processing

  • Batch Operations: Efficient processing of multiple addresses
  • Validation Optimization: Optimized address validation routines
  • Phone Processing: Efficient phone number normalization
  • Geographic Lookup: Optimized state/country code lookups

Memory Management

  • Large Datasets: Efficient processing of large address datasets
  • Phone Storage: Optimized storage of phone number data
  • Geographic Data: Efficient storage of geographic reference data
  • Correlation Tracking: Optimized address correlation management

API Examples

Creating Address

Updating Address

Getting Account Addresses

Response:

Best Practices

Address Management

  • Data Quality: Maintain clean, standardized address data
  • Validation: Validate addresses before synchronization
  • Phone Numbers: Include complete phone number information
  • Geographic Accuracy: Use correct state and country codes

Integration Management

  • Regular Validation: Regularly validate address data quality
  • Phone Updates: Keep phone numbers current and accurate
  • Primary Management: Ensure proper primary address designation
  • Batch Operations: Use batch operations for large address updates

Data Quality

  • Standardization: Use consistent address formatting
  • Completeness: Ensure addresses have required information
  • Accuracy: Verify address accuracy with donors
  • Regular Cleanup: Remove or archive outdated addresses

Address Analytics

Available Metrics

  • Geographic Distribution: Analyze donor distribution by location
  • Phone Coverage: Track phone number completeness
  • Address Quality: Monitor address validation rates
  • Update Frequency: Track address update patterns

Reporting Features

  • Geographic Reports: Location-based donor analysis
  • Contact Completeness: Phone and address completeness reports
  • Data Quality Metrics: Address validation and quality reports
  • Change Tracking: Address change history and patterns
This comprehensive address mapping ensures accurate contact information synchronization between WeGive and Neon CRM while maintaining data quality and geographic accuracy.