This article will guide you through the steps you need to follow in order to integrate and use your Cuseum account in conjunction with NeonCRM. Integrating now will help you streamline the process and provide you with an seamless automated Cuseum experience.
Setting up your integration
In order to access your NeonCRM and initial the integration process, we will need you to set up a new system user on NeonCRM for our development team to use and provide us with some basic information.
Note: This article requires you to log in to NeonCRM:
Please use the following details to create a system user in NeonCRM:
First Name: Cuseum
Middle Name: (leave blank)
Last Name: Integration
User Group: Select "System Administrator"
Then, click on "Create User". This will send an email to our Cuseum account so we can create a password for this dedicated user. The Onboarding team will let you know the email address to associate with this new user you created for us.
To locate your "Organization ID" and "Login URL" follow these steps.
While logged into NeonCRM, navigate to the Settings cog > User Management.
Scroll down to Account Information, and look for the "Database Information" section:
We will need the following information from you:
Organization ID
Login URL
Username
Password
If you can't find these details please let your onboarding specialist (or support specialist) know. We might be able to help.
Frequently Asked Questions
What data fields will be pulled over from NeonCRM into Cuseum?
In most cases, we'll be pulling over the following member data from your system.
Membership Expiration Date
Membership Name
Account ID
Full Name (F)
Email 1
Phone 1 Number
Membership Cost