Year-End Donation Entry

Year-End Donation Entry

Contents

Using Neon Account IDs
Batch Donations
Batch Update

Using Neon Account IDs

In order to speed up your donation entry process, we recommend including Neon Account IDs on your return envelopes or other materials that your donors will send back to you with their donations. To do this, you can include Account ID as a column in the report that you use for your year-end mailing, then include the data in that column on your mail merge. For more information about running year-end reports, click here to view our Year-End Reporting guide. For more information about generating a mail merged letter using reports, click here to view our Year-End Communications guide.

Batch Donations

Neon's Batch Donation utility allows you to enter multiple donations at once in a spreadsheet-like format. For more information about this utility, click here to view our Batch Donation guide.

Batch Updates

You can also use Neon's Import Manager utility to enter your donations into a spreadsheet and then import them onto existing NeonCRM accounts. For more information, click here to view our guide to Updating Existing Accounts Using the Import Manager.

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