Exporting Data from Neon

Neon CRM is a cloud-based nonprofit management platform used to track contacts, fundraising, memberships, events, communications, volunteers, and other constituent activity.

To migrate data from Neon CRM into DonorDock, you can export your contact, gift, and activity information into CSV or Excel files for import.

Export Contact Information

To export your contact or account records:

1. Log in to Neon CRM.

2. Navigate to Accounts.

3. Use Advanced Search to locate the records you want to export.

   • For a complete migration, make sure your search includes all contacts and accounts you want to bring into DonorDock.

4. Once your results are displayed, click Export Results.

5. Select the fields you want included in the export, such as:

   • First and last name

   • Organization name

   • Email address

   • Phone number

   • Mailing address

   • Account or constituent identifiers

   • Any other contact information you want to retain

6. Choose CSV or Excel as the export format.

7. Click Export and save the completed file to your computer.

💡 Tip: Review your selected fields before exporting to make sure all important contact information is included. Keeping a unique Neon account or constituent identifier in the file can also be helpful when matching records across multiple exports.

Export Gift Information

To export your donation or transaction history:

1. Navigate to the Fundraising section in Neon CRM.

2. Open Transactions or Donations, depending on the information you want to export.

3. Use the available filters or Advanced Search to define the records included.

   • For a complete migration, use a date range and filters that include your full giving history.

4. Click Export Results.

5. Select the fields you want included in the export.

Recommended information may include:

• Donor or account identifier

• Donor name

• Gift date

• Gift amount

• Payment method

• Fund

• Campaign

• Purpose or designation

• Transaction ID

• Gift notes or other transaction details you want to retain

6. Choose CSV or Excel as the export format.

7. Click Export and save the file with your other migration files.

💡 Tip: Make sure each exported gift contains enough donor information or a unique account identifier to connect it to the correct contact during your DonorDock import.

Export Activity Information

If you want to preserve constituent activities or interaction history:

1. Navigate to Activities in Neon CRM.

2. Use Advanced Search to define the activities you want to export.

   • Filters may include activity type, date range, or associated accounts.

3. Click Export Results.

4. Select the fields you want included, such as:

   • Associated account or constituent

   • Activity type

   • Activity date

   • Notes or description

   • Other relevant activity details

5. Choose CSV or Excel as the export format.

6. Click Export and save the completed file.

A Few Export Tips

💡 Review your fields: Before exporting, confirm that each report includes all of the information you want to retain in DonorDock.

💡 Allow time for larger exports: If your Neon CRM database contains a large number of records, the export may take additional time to process.

💡 Keep your files organized: Use clear filenames such as Neon Contacts, Neon Gifts, and Neon Activities so you can easily identify each file during your migration.

DonorDock does not have access to Neon CRM or control over changes to its features, terminology, or export process. This guide is provided as a general resource to help you begin your migration. If the options available in your Neon CRM account differ from those shown here, or you need assistance exporting additional information, you may need to contact Neon CRM for guidance.