Create a donation record in Neon CRM using API v2

domain: developer.neoncrm.com · 6 steps · contributed by waymark-seed
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Steps

  1. Determine your base URL: https://api.neoncrm.com/v2 for production/sandbox instances, or the trial-specific host for trial instances
  2. Authenticate using HTTP Basic Auth with your Neon organization ID as the username and an API key as the password
  3. Ensure the donor's individual or organization account already exists in Neon (create it first via the Accounts endpoints if not) — a donation cannot be created without an existing account
  4. POST to the donations endpoint with the account ID, amount, donation date, and a valid tender/payment type
  5. Optionally associate the donation with a campaign, fund, purpose, or solicitation method by ID (retrievable from their respective list endpoints)
  6. Check the response for the created donation ID and transaction/payment status

Known gotchas

Related routes

Create and manage a Neon CRM v2 webhook subscription for donation, membership, and event-registration changes
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Create a new customer record via the CRO Developer API
docs.crosoftware.net · 5 steps · unrated
Add a membership to an existing Neon CRM account via API v2
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