We have migrated our NeonCRM Integration from BidKit 1 to BidKit 2. NeonCRM users currently using BidKit 1 can continue to use BidKit 1 through the end of their event or immediately start using BidKit 2. New or renewing ClickBid users are advised to start with BidKit 2 for NeonCRM integration.
Import Bidders from NeonCRM to ClickBid
New columns/filters include Phone, Email, NeonCRM ID, and Imported.
The “Imported” column can filter to show only Not Yet or Imported accounts from NeonCRM.
Export/Update Bidders from ClickBid to NeonCRM
Columns/Filters have been added for Company, State, NeonCRM ID, and Operation.
For each bidder, the operations column provides “Add new contact in NeonCRM” or “Link to Existing NeonCRM Contact”.
Once bidders have been exported, if a phone number or email address is changed in the ClickBid admin they can be updated. Bidders and NeonCRM accounts can also be unlinked if needed.
Export Sales from ClickBid to NeonCRM
Exports Auction Item sales, online donation/Text-To-Give, and Ticket page purchases to Donations & Pledges in NeonCRM.
Allows for matching up to existing NeonCRM accounts before exporting or will attempt to match during the export.
When ready to transfer the sales, a box will pop up during export asking which Campaign to use for the export.
Activity log lists fail errors for imports and exports.
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