Neon CRM
by Neon One
Nonprofit CRM for donors, memberships, events and volunteers.
- Category
- Industry Solutions
- Type
- Nonprofit CRM & fundraising
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- Username and password
02Data
What you can sync.
- Accounts
- Donations
- Memberships
- Events
- Activities
- Campaigns
Report on Neon CRM accounts in DataPrism BI and ask an AI Mind questions about it in plain words.
Need more? Name any other Neon CRM data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- A username and password
Neon CRM uses a username and password. You add the credentials once, when the AI asks for them, and it tells you where to create them in Neon One if you need help.
04How it works
How it works in DataMind.
-
Pick Neon CRM.
Open Lake, pick Neon CRM in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Neon CRM API docs.
-
Answer a few questions.
The AI reads the Neon CRM documentation, then asks which credentials you will use, which data to sync (for example accounts and donations), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Neon CRM data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
05Related
