Data Conversion

There are two ways to bring your existing constituent data into NEON:

Self-Import

• Use the NEON Import Manager to import your data
• Import contact information, custom fields, donations, membership information, event registrations, and more
• We recommend our Data Consulting package if you are new to the NEON import process
• The Self-Import is supported separately from the rest of the system. Assistance is available for $150/hour. Please review the restrictions of the Self-Import below.
• Included with all NEON packages

Data Conversion by NEON Staff

• We need to see a sample of your database in order to give an accurate estimate. Please contact your sales representative if you would like to send over a data sample.

Limitations of Self-Import

There are some types of data that are not available for self-import by customers. These include (but are not limited to):

• Relationships – any links between accounts. This includes: Individual or Organizational Account relations, Households, Organization Primary Contact.
• Individual-specific or Organization-specific custom fields. You may still import General Account custom fields
• Event sessions, event registrant or attendee custom fields
• Product purchases
• Recurring donations
• Membership auto-renewals
• Secondary contacts
• Volunteer data
• Time-sheet data
• Group memberships
• Seasonal addresses

Any of this data may be imported, but would require a data conversion by the NEON staff.