NeonCRM Account Fields That Import Into Denali
These fields import into customer records in Denali. You can view and edit these records in the
AR Customers window. If any data is truncated to fit into the Denali database, you will have the option to print the Truncated Data Report.
The following AR Customers fields are imported or updated (if the record already exists) in Denali:
• AR Code: The AR Code is added to new customer accounts, but is not changed if the customer already exists in Denali.
• Billing/Shipping Addresses: The same contact is used for both addresses (if the NeonCRM account is an organization, only the primary contact is imported).
• Contact: If the NeonCRM account is an organization, only the primary contact is imported.
• Created: This date is added to new customer accounts, but is not changed if the customer already exists in Denali.
• Name: If the NeonCRM account is an organization, this is the Company Name. If the NeonCRM account is an individual, this is the Full Name.
• Notes: These are the account notes from NeonCRM.
The following is a complete list of the NeonCRM fields that Denali uses to import accounts:
NOTE: If the All Donation Amount, All Membership Amount, All Order Amount, All Pledge Amount, All Registration Amount, and All Soft Credit fields are zero, the customer will not import. |
• Account ID
• Account Type (data in this field will not appear in Denali)
• Account Note
• Note Text
• First Name
• Middle Name
• Last Name
• Company Name
• Address Line 1
• Address Line 2
• Address Line 3 (data in this field will not appear in Denali)
• Address Line 4 (data in this field will not appear in Denali)
• City
• State
• Province
• Zip Code
• Zip Code Suffix
• Country
• Shipping Address Line 1
• Shipping Address Line 2
• Shipping Address Line 3 (data in this field will not appear in Denali)
• Shipping Address Line 4 (data in this field will not appear in Denali)
• Shipping City
• Shipping State
• Shipping Zip Code
• Shipping Zip Code Suffix
• Shipping Country
• Phone 1 Full Number (F)
• Phone 2 Full Number (F)
• Fax Full Number (F)
• Email 1
• All Donation Amount (this field is used to filter Neon accounts and will not appear in Denali)
• All Membership Amount (this field is used to filter Neon accounts and will not appear in Denali)
• All Order Amount (this field is used to filter Neon accounts and will not appear in Denali)
• All Pledge Amount (this field is used to filter Neon accounts and will not appear in Denali)
• All Registration Amount (this field is used to filter Neon accounts and will not appear in Denali)
• All Soft Credit Amount (this field is used to filter Neon accounts and will not appear in Denali)
Published date: 10/11/2021