How to integrate with NeonCRM

How to integrate with NeonCRM

Estimated 5 minute read

Updated Jul 30, 2025, 12:00 AM EST

Table of contents

You will learn
Integrate NeonCRM with Klaviyo
Add Klaviyo onsite tracking
Monitor the Klaviyo sync
NeonCRM data reference
Outcome
Additional resources

You will learn

Learn how to integrate NeonCRM with Klaviyo to sync contact information and add onsite tracking. You can use contact details and site activity to personalize and target emails. This article covers:

Previously synced donations, with details about the contribution
Contact information, including first and last name, location, and custom fields
Previously synced event registrations, with details about the registration

Integrate NeonCRM with Klaviyo

Before you start, obtain your NeonCRM API key and Organization ID using NeonCRM’s authentication guide. NeonCRM recommends a separate user for each integration; for example, name the user Klaviyo API User.

In Klaviyo, select Integrations.
Click Explore apps, search for NeonCRM, and click the card. Then, click Install.
Paste your NeonCRM API key into the API key field.

Enter your NeonCRM Organization ID in the Organization ID field.
Click Connect to NeonCRM.
If you want to add NeonCRM accounts to a list in Klaviyo, select Add all NeonCRM accounts to a Klaviyo list and choose a list. This does not subscribe them to marketing messages.
Click Complete setup.

Add Klaviyo onsite tracking

To track visits to your website, add Klaviyo’s Active on Site tracking code to your website footer. This code snippet lets you use site visits from known browsers to build segments and personalize emails.

For example, you can use the Active on Site metric to create segments of known visitors based on how recently they visited your site. Visitors do not need to be logged in: Klaviyo must be able to identify their browser, such as through a tracked link in a Klaviyo email. Learn more about who Klaviyo tracks.

Copy the Active on Site tracking code snippet below:

textCopy

<script type="application/javascript" async src="https://static.klaviyo.com/onsite/js/klaviyo.js?company_id=Public API Key"></script>

Paste the snippet into the main template of your website before the </body> tag.
Replace ‘Public API Key’ in the snippet with your own Klaviyo public API key, which can be found under Account name > Settings > API keys.
Save and publish your website template.
In Klaviyo, select the Integrations tab.
Click Manage data > Set up web tracking.
If prompted to choose an installation method, select Set up manually and click Next.
Enter your website URL under Confirm onsite tracking is enabled and click Confirm.
If Klaviyo asks you to update the website in your account settings, choose Continue without updating to keep your current account URL, or Update to replace it. Updating the URL also changes templates that link to your account’s website.
A success page with a green checkmark will appear if it’s working successfully.

Monitor the Klaviyo sync

To check the account information imported through your NeonCRM integration:

Go to Audience > Profiles. Search for a NeonCRM account’s email address and press Enter.
Open the profile and compare its contact details and NeonCRM custom properties with the account in NeonCRM.

To review previously synced event data:

Click the Analytics dropdown in Klaviyo, then select Metrics.
Click the Made Contribution metric to verify that there is data populated for this metric; note that your initial NeonCRM integration sync may take up to a couple hours depending on how much data you have in your account.
Klaviyo will import all of your historic NeonCRM data; to verify this, you can compare the number of contributions on a particular day in Klaviyo with what's in your NeonCRM account and confirm they match.

For older contributions, differences in dates can also come from time zones or the event timestamp: historical imports used the donation date, while ongoing imports used the time the contribution synced to Klaviyo.

To check your time zone setting in Klaviyo:

Click your account name in the lower left.
Select Settings > Account.
Scroll down to Time zone.

NeonCRM data reference

There are two major metrics synced from NeonCRM to Klaviyo: Made Contribution and Registered for Event.

Metrics and profile properties from NeonCRM are synced every 30 minutes.

Made Contribution

Previously, Made Contribution events were recorded for successful donations or pledges associated with a valid email address. The NeonCRM fields used for these events are listed below. Amounts are stored as the event value, and some fields have different names in Klaviyo.

Anonymous Donation Indicates whether or not this donor wishes to remain anonymous (Yes/No)
Campaign End Date End date of campaign (if available)
Campaign Goal Goal of campaign (if available)
Campaign Name Name of campaign
Campaign Start Date Start date of campaign (if available)
Donation amount Value of donation
Donation Date The donation date was used as the event timestamp for historical imports. Ongoing imports used the time the contribution synced to Klaviyo.
Donation ID The NeonCRM ID used to identify the donation event. It is not a separate event property in Klaviyo.
Donation Solicitation Method How the donation was solicited
Donation Solicitor The solicitor who assisted with this donation
Donation Status Transaction status of donation
Donation TypeType of donation (donation, pledge, pledge payment, match pledge)
Donor Note Note filled in by constituent when making donation (if any)
FundTo which fund (if any) the donation should be attributed
Honor/Memory Full Name Honoree for this donation (if any)
Pledge Amount Amount of donor pledge
Pledge Status Status of donor pledge
Transaction ID Transaction ID

Registered for Event

Previously, Registered for Event events were recorded for successful registrations associated with an account that had a valid email address. The NeonCRM fields used for these events are listed below. The admission fee is stored as the event value, and some fields have different names in Klaviyo.

Campaign Code Campaign code
Campaign End Date End date of campaign (if available)
Campaign Goal Goal of campaign (if available)
Campaign Name Name of campaign
Campaign Start Date Start date of campaign (if available)
Event Admission FeeEvent admission fee
Event Category Name Event category name
Event Code Event code
Event End Date Event end date
Event ID Event ID
Event Name Event name
Event Start Date Event start date
FundTo which fund (if any) the event fee should be attributed

For previously synced registrations, Klaviyo used the registration timestamp when NeonCRM supplied one. Otherwise, the event timestamp is when the registration synced to Klaviyo.

Customer data

For accounts with access to the updated integration, Klaviyo syncs contact information from NeonCRM individual and organization accounts that have a valid email address. The default NeonCRM account fields used for this information are:

Account Created Date/Time
Account Type
Address Line 1
Address Line 2
City
Company Name
Country
Deceased
Do Not Contact
Email 1
Email Opt-Out
First Name
Full Zip Code
Individual Type
Job Title
Last Name
Company Type (stored as NeonCRM Organization Type in Klaviyo)
Phone 1
Source
State/Province

Klaviyo also syncs active NeonCRM custom fields with non-empty values as custom properties on the contact’s Klaviyo profile. These property names begin with NeonCRM. Blank values do not clear existing Klaviyo profile values.

Outcome

You’ve finished integrating NeonCRM with Klaviyo, added Klaviyo web tracking to NeonCRM, and verified your synced data. Now, you can personalize and target emails based on each Contributor's donation and event registration activity.

Additional resources

How often integrations sync reference

Learn what data syncs from a particular Klaviyo integration and how often the sync runs. We've organized these integrations by ecommerce platforms, email service providers, and other data integrations. - How often integrations sync reference

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