> ## Documentation Index
> Fetch the complete documentation index at: https://wegive.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Neon CRM Setup Requirements

> Prerequisites and requirements for setting up the WeGive Neon CRM integration

# Setup Requirements

Before configuring the WeGive Neon CRM integration, ensure you meet the following requirements and have completed the necessary preparatory steps.

## Neon CRM Requirements

### Account Prerequisites

* **Active Neon CRM Account**: Valid subscription with API access enabled
* **API Access Level**: Standard API access or higher (some features require advanced API access)
* **Administrative Access**: Account administrator permissions in Neon CRM
* **API Key Generation**: Ability to create and manage API keys

### Technical Requirements

* **API Version**: Neon CRM API v2 support
* **SSL/TLS**: HTTPS connections required for all API communications
* **Webhook Support**: Ability to receive and process webhook notifications
* **Data Export Permissions**: Access to export account and donation data

### Account Configuration

* **Custom Fields**: Review and document any custom fields that need mapping
* **Data Structure**: Understand existing account types (Individual vs Company)
* **Campaign Setup**: Existing campaigns and funds configured in Neon CRM
* **User Permissions**: Appropriate user roles and permissions for integration management

## WeGive Platform Requirements

### Organization Setup

* **Active WeGive Account**: Valid WeGive organization account
* **Integration Access**: Integration features enabled for your organization
* **Administrative Rights**: Organization administrator or integration manager permissions
* **API Token Management**: Ability to create and manage API tokens

### Data Preparation

* **Donor Data**: Clean, consistent donor information in WeGive
* **Campaign Structure**: Defined campaigns and fundraising structures
* **Payment Methods**: Configured payment processing and methods
* **Custom Fields**: Any custom donor or transaction fields documented

## Authentication Setup

### Neon CRM API Credentials

1. **API Key Generation**:
   * Log into your Neon CRM account
   * Navigate to Account Settings > API Keys
   * Generate a new API key with appropriate permissions
   * Document the Organization ID and API Key

2. **Required Permissions**:
   * Account read/write access
   * Donation read/write access
   * Campaign read/write access
   * Webhook management access

### WeGive Integration Token

1. **Token Creation**:
   * Access WeGive dashboard as organization administrator
   * Navigate to Settings > Integrations
   * Generate integration-specific API token
   * Secure token storage and documentation

## Network and Security Requirements

### Firewall Configuration

* **Outbound HTTPS**: Allow connections to `api.neoncrm.com` (production)
* **Outbound HTTPS**: Allow connections to `trial.neoncrm.com` (staging)
* **Inbound HTTPS**: Allow webhook connections from Neon CRM servers
* **Port Requirements**: Standard HTTPS (port 443) access required

### Security Considerations

* **API Key Security**: Secure storage of API credentials
* **Token Rotation**: Regular rotation of API keys and tokens
* **Access Logging**: Enable logging for integration activities
* **SSL Certificates**: Valid SSL certificates for webhook endpoints

## Data Preparation

### Donor Data Quality

1. **Email Addresses**: Ensure all donors have valid, unique email addresses
2. **Name Fields**: Complete first and last names for individual donors
3. **Organization Names**: Complete names for company/organization donors
4. **Address Information**: Standardized address formats when available
5. **Phone Numbers**: Consistent phone number formatting

### Campaign Structure

1. **Campaign Names**: Clear, consistent campaign naming conventions
2. **Campaign Status**: Properly configured active/inactive status
3. **Date Ranges**: Appropriate start and end dates for campaigns
4. **Goals and Targets**: Defined fundraising goals where applicable

### Transaction History

1. **Payment Methods**: Proper categorization of payment types
2. **Transaction Status**: Clear success/failure status for all transactions
3. **Date Consistency**: Accurate transaction and payment dates
4. **Amount Formatting**: Consistent currency and decimal formatting

## Custom Field Mapping Preparation

### Field Analysis

1. **WeGive Custom Fields**: Document all custom fields in WeGive
2. **Neon Custom Fields**: Document all custom fields in Neon CRM
3. **Mapping Requirements**: Identify fields requiring bidirectional sync
4. **Data Types**: Ensure compatible data types between platforms

### Mapping Planning

1. **Priority Fields**: Identify critical fields for immediate mapping
2. **Optional Fields**: Document nice-to-have field mappings
3. **Transformation Rules**: Plan any required data transformations
4. **Validation Rules**: Define data validation requirements

## Environment Configuration

### Testing Environment

1. **Neon Trial Account**: Access to Neon CRM trial/staging environment
2. **WeGive Staging**: Access to WeGive staging environment
3. **Test Data**: Sample data for integration testing
4. **Rollback Plan**: Strategy for reverting changes if needed

### Production Readiness

1. **Backup Strategy**: Data backup plan before integration activation
2. **Monitoring Setup**: Integration monitoring and alerting configuration
3. **Staff Training**: Team training on integrated workflows
4. **Documentation**: Complete integration documentation for team reference

## Pre-Integration Checklist

### Technical Verification

* [ ] Neon CRM API credentials obtained and tested
* [ ] WeGive integration token generated and secured
* [ ] Network connectivity to both platforms verified
* [ ] Webhook endpoints configured and accessible
* [ ] SSL certificates valid and properly configured

### Data Readiness

* [ ] Donor data quality reviewed and cleaned
* [ ] Campaign structure documented and organized
* [ ] Transaction history verified and consistent
* [ ] Custom fields documented and mapped
* [ ] Test data prepared for integration testing

### Administrative Preparation

* [ ] Integration permissions granted to appropriate users
* [ ] Backup procedures established and tested
* [ ] Staff training scheduled and completed
* [ ] Go-live plan documented and approved
* [ ] Rollback procedures defined and tested

## Common Setup Issues

### Authentication Problems

* **Invalid Credentials**: Double-check API keys and organization IDs
* **Permission Errors**: Ensure appropriate permissions for integration user
* **Token Expiration**: Verify API tokens are current and valid
* **SSL Issues**: Confirm SSL certificates and connections

### Data Quality Issues

* **Duplicate Emails**: Resolve duplicate email addresses before integration
* **Missing Required Fields**: Ensure all required fields are populated
* **Inconsistent Formatting**: Standardize data formats between platforms
* **Invalid Data Types**: Correct data type mismatches

### Network Connectivity

* **Firewall Blocking**: Verify firewall rules allow required connections
* **DNS Resolution**: Ensure proper DNS resolution for API endpoints
* **Webhook Delivery**: Test webhook endpoint accessibility
* **Rate Limiting**: Understand and configure appropriate API rate limits

## Support Resources

### Documentation

* [Neon CRM API Documentation](https://developer.neoncrm.com/)
* [WeGive API Documentation](https://docs.api.wegive.com)
* [Integration Configuration Guide](/docs/neon/configuration-options)
* [Data Mapping Reference](/docs/neon/data-mapping/overview)

### Technical Support

* **WeGive Support**: [support@wegive.com](mailto:support@wegive.com)
* **Neon CRM Support**: Available through your Neon CRM account
* **Integration Help**: Specialized integration support available
* **Training Resources**: Integration training and best practices

## Next Steps

After completing these setup requirements:

1. Proceed to [Configuration Options](/docs/neon/configuration-options)
2. Review [Data Mapping Documentation](/docs/neon/data-mapping/overview)
3. Understand [Integration Nuances](/docs/neon/integration-nuances)
4. Begin integration testing in staging environment
5. Plan production deployment and monitoring

Proper preparation and setup ensure a smooth integration experience and optimal ongoing performance between WeGive and Neon CRM.