We recommend that you create a user named "The Giving Block", this will make it easy to identify
The user must have "User" level of permissions
Generating an API token in NeonCRM
API Keys are based on NeonCRM system user accounts. We recommend creating a new user account for each integration you enable. This makes it easier to disable a single integration at a later time. If you disable a user account with API access, all applications that depend on the account's API key will stop working.
Log in to your NeonCRM system. Navigate to: Settings cog > User Management.
Click New User. You can name this user anything you like, but we recommend naming the user something that distinguishes its use, such as API User.
Enable the API access for this user account. Click the toggle to enable. This will display your API Key. Copy this key.
Click Create User to complete the process of creating this user.
Your user will now appear in the User Management list. Remember, disabling this system user will terminate NeonCRM API access.
Your client Success Manager will enter your Organization’s API Key in the field “neonAPIKey”**
Your client Success Manager will enter your “Organization ID” in the field “neonOrgID”**
Your client Success Manager will Click “Save Changes”
(Clicking the “click here” link will bring you to these instructions)
How to Use the Integration
Once you've successfully implemented The Giving Block/NeonCRM integration, things should "just work". You can watch Tim from Neon CRM giving a demo of the integration here:
A donor will donate cryptocurrency through The Giving Block's widget, this will create a new donor in NeonCRM using the donors 'Firstname', 'Lastname' and 'Email'. If the address is able to validate these will be added to the donor information.
Example Non Anonymous Donation:
Example Anonymous Donation:
A Donor Account will be created with the following data:
A Donation Record will be created with the following data:
Donation Summary / Donation Info / Anonymous: (Yes/No)
Donation Summary / Donation Info / Amount: Shows the $USD amount of the cryptocurrency donation after it is converted to cash (Less TGB fees)
Donation Summary / Donation Info / Donor Name (Will display as "Anonymous Donor" if Anonymous = Yes)
Donation Summary / Donation Info / Date
Donation Summary / Donation Info / Tender: Will always show as "Other" if it is cryptocurrency for MVP
Donation Summary / Donation Info / Cryptocurrency Amount: Will show the amount of cryptocurrency (not the dollar value, just like stocks)
Donation Summary / Donation Info / Cryptocurrency Ticker: Will show the ticker of the crypto (i.e. BTC, ETH, ZEC etc)
Donation Summary / Donation Info / Cryptocurrency Exchange Rate: Will show the rate in $USD at the time the cryptocurrency is converted to cash (NOT the time that it is donated)
Donation Summary / Donor Information / Donor Name
Donation Summary / Donor Information / Address Line 1
Donation Summary / Donor Information / City
Donation Summary / Donor Information / Zip
Donation Summary / Donor Information / Email
Donation Summary / Donor Information / Country
NB: Each donor will show as a new account for the MVP of the integration, to prevent/address duplicate you will need to do the following:
Preventing Duplicate Data
We are currently working to mitigate duplicated accounts by preloading via First name, Last name and Email fields (if those are submitted in The Giving Block widget i.e. not an anonymous donation) from the NeonCRM first before sending it.