Neon CRM Integration

Matt walks through the upgraded Neon One (Neon CRM) integration in ClickBid, showing how to connect using an org ID and API key from Neon, confirm connection, and navigate the new Neon CRM menu. It explains key settings such as selecting a campaign, using the new auto-sync that runs every five minutes (matching on email to prevent duplicates), manually syncing with Sync Now, and waiting until after the event and payments are processed before using Send Attendee Data. It covers sales export defaults, custom field data mappings for account and donation records, importing bidders from a Neon campaign, exporting bidders and linking by email, exporting guests once an email or phone exists, converting guests to bidders, exporting completed sales to Neon, and how ClickBid Activity and ClickBid Attendee custom objects store detailed event metadata for historical reporting. The activity log is highlighted for troubleshooting and support. 00:00 Neon Integration Overview 00:12 Connect API Key 01:21 Integration Settings 01:32 Auto Sync and Attendees 03:04 Sales Defaults and Mapping 03:55 Import Bidders 04:58 Export Bidders and Tags 06:39 Export Guests to Neon 08:17 Export Sales and Matching 09:41 Custom Objects Explained 10:36 Send Attendee Data 11:57 Activity Log and Wrap Up