DatriseAI-first ETL

Neon CRM MongoDB

AI-first ETL from Neon CRM into MongoDB. Governed entities, incremental sync, typed landing tables.

How Datrise loads Neon CRM into MongoDB

Datrise syncs Neon CRM's contacts, accounts, deals, activities, and lifecycle events into MongoDB as a collection per source entity. Flexible or custom fields land in native nested documents, and timestamps such as created, updated, and status changes are typed as BSON Date.

Sync is incremental: Datrise uses upserts by stable id with updateOne(upsert) on the source primary key, so re-runs update only what changed. Optional sharding on the entity id for large collections. Mongo has no fixed schema, so Datrise keeps field types consistent across documents to avoid mixed-type query surprises.

Ideal for document-oriented apps that want CRM data in their existing Mongo store.

Endpoints

Neon CRM: Nonprofit CRM for donors, campaigns, and stewardship.

MongoDB: Document database for flexible schemas.

How Neon CRM entities map to MongoDB

Neon CRM entityMongoDB objectNotes
contactsneoncrm_contactsid PK · custom fields → native nested documents
accountsneoncrm_accountsid PK · linked to neoncrm_contacts
dealsneoncrm_dealsid PK · linked to neoncrm_contacts
activitiesneoncrm_activitiesBSON Date events

FAQ

How does Datrise handle Neon CRM's custom fields in MongoDB?

Flexible values are stored as native nested documents, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native MongoDB types.

How does the Neon CRM to MongoDB sync stay up to date?

It runs incrementally — Datrise uses upserts by stable id with updateOne(upsert) on the source primary key.

Related pipelines

Early access

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