Does Double the Donation integrate with Neon CRM?

Step #1: Navigate from the Mission Control Dashboard into Global Settings to set up the integration. 

Step #2: Inside Global Settings, navigate to Third-Party Integrations > Double the Donation.

 

 

Step #3: Complete the integration setup page in Global Settings (The "your Double the Donation API keys" link connects to https://support.doublethedonation.com/knowledge/getting-started-understanding-api-keys) and the second link connects to https://support.doublethedonation.com/knowledge/neoncrm-double-the-donation-integration-guide).

Step #4: Once the integration is connected, all donation forms under Forms & Pages > Forms will have the Double the Donation field option available. This includes both new and previously created forms.

 

 

Step #5: Inside the Form Editor section for each donation form, drag and drop the Double the Donation Search Field onto the form to add it. Once the field is added, users can customize the field title and add a custom description.

 

 

Step #6: The Double the Donation search field will appear wherever the user places it on their donation form. Additional embed on the exit page is added automatically, without any further configuration by the user.

 

Congratulations! The Double the Donation Matching auto-complete search tool will now appear on your Neon CRM donation forms, and the matching gift plugin will appear on the confirmation page. All donations will flow from Neon CRM to Double the Donation. Repeat step 5 for all donation forms on which you want the integration to appear.

NeonCRM - Double the Donation FAQs

Q: My Double the Donation integration isn't working. What do I do?

A: Click "Validate Credentials" (seen in step #1 of the above Double the Donation Matching integration guide). This will check to see that your Organization ID and API Key are a valid match. If these items are not valid, follow the steps in this guide to be sure you have entered the correct information. 

Q: My donations appear in Neon CRM but not in Double the Donation Matching. How can I fix this?

A: Check the donation stream in your matching module in a few minutes. Neon CRM pushes each new donation to Double the Donation Matching shortly after it's created. Then, the matching module processes the donation. This end-to-end synchronization usually takes a few seconds. If the donation does not appear in Double the Donation Matching after a few minutes, make sure that the integration is still operational. You can do this by clicking the "Check Status" button in Double the Donation. You can find this under the Neon CRM integration in the "Integrations" ---> "Manage" tab, as shown below.

Note: If the connection is lost, the "Check Status" button will report the exact issue and provide feedback for reestablishing the connection. 

Q: Why isn't the Neon CRM company field being pulled into Double the Donation Matching?

A: The Neon CRM company field is stored as free-form text. Accurately mapping this data to a specific company in Double the Donation Matching often results in costly inaccuracies. For example, a Neon CRM company value of "home loans" can be mapped to any of the following Double the Donation Matching companies:

• Federal Home Loan Bank

• Embrace Home Loans

• Evergreen Home Loans

To ensure accuracy, Double the Donation Matching currently relies on automated outreach to verify the donor's employer. Donors responding to automated outreach will use the Double the Donation autocomplete field that automatically maps the record to the correct company within the database, ensuring that donors receive the correct next steps associated with their actual employer's program. 

Q: Which donation fields will be imported into Double the Donation Matching?

A: The following will be imported into Double the Donation Matching:

• Neon CRM Donation ID

• Full Name (if the donor is not anonymous)

• Donation Amount (if the amount is not anonymous)

• Email Address

• Phone Number

• Campaign (when present)

Q: Using the Neon CRM integration option, will Double the Donation Matching push data into Neon CRM?

A: No. Currently, donations only flow from Neon CRM into Double the Donation Matching for additional processing. Future functionality updates may enable employer-matching data to flow into Neon CRM.

Q: What happens if a donation is deleted, refunded, or canceled in Neon CRM?

A: The donation will automatically be deleted from Double the Donation Matching.

Q: What types of donations flow into Double the Donation Matching?

A: Neon CRM supports Individual accounts and Organization accounts. All donations will be pushed into Double the Donation, but only contact information (email and phone) for Individual accounts will be pulled into the matching module.

Q: I am noticing that donor information (first name, last name, and email) is not passing from Neon CRM to Double the Donation Matching. Why is this happening?

A: In Neon CRM, an API key is tied to a system user account and inherits the permission level set for the account. Make sure that the API key used for the Double the Donation integration is associated with a user account with the permission level ‘User’ or ‘Administrator.’

Q: Do membership fees pass over to Double the Donation Matching?

A: No, membership fees do not pass over.

Q: If I use the Neon CRM Import Manager to bulk upload offline gifts, how can I ensure those gifts pass over to Double the Donation immediately?

A: If you use Neon CRM's Import Manager, we recommend that you update your webhook settings following these steps within NeonCRM: