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Release BidKit 2.3.210402

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We have migrated our NeonCRM Integration from BidKit 1 to BidKit 2. NeonCRM users currently using BidKit 1 can continue to use BidKit 1 through the end of their event or immediately start using BidKit 2. New or renewing ClickBid users are advised to start with BidKit 2 for NeonCRM integration.

  •  Import Bidders from NeonCRM to ClickBid
    • New columns/filters include Phone, Email, NeonCRM ID, and Imported.
    • The “Imported” column can filter to show only Not Yet or Imported accounts from NeonCRM.
  • Export/Update Bidders from ClickBid to NeonCRM
    • Columns/Filters have been added for Company, State, NeonCRM ID, and Operation.
    • For each bidder, the operations column provides “Add new contact in NeonCRM” or “Link to Existing NeonCRM Contact”.
    • Once bidders have been exported, if a phone number or email address is changed in the ClickBid admin they can be updated. Bidders and NeonCRM accounts can also be unlinked if needed.
  • Export Sales from ClickBid to NeonCRM
    • Exports Auction Item sales, online donation/Text-To-Give, and Ticket page purchases to Donations & Pledges in NeonCRM. 
    • Allows for matching up to existing NeonCRM accounts before exporting or will attempt to match during the export.
    • When ready to transfer the sales, a box will pop up during export asking which Campaign to use for the export.
  • Activity log lists fail errors for imports and exports. 

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