How do I import donor history?

A:

Under Finances > Donations > Import, you can upload CSV formatted records of donor history. Consider that donations you import will go into your dashboard finance totals, and be aware that Excel has a habit of automatically changing values in fields based on format. Exercising care in normalizing your data will give you the best results with NationBuilder. 

With our donation importer, any person or business who isn't already in your database will be added as a new person, and donation records will be merged automatically with existing people records where possible. Because there are many different donation tracking formats around the world, we support a large number of fields. Consider using notes and adding tags to the import if you have data that doesn't meet one of our primary fields, and please do not use fields for data that they are not designed for, or you will run into problems down the line. If you think we are missing a critical field, please let us know by emailing help@nationbuilder.com or adding it to our suggestions page

Here's a cheat sheet to some of the frequently used and important data headers that aren't as obvious:

  • nationbuilder_donation_id = NationBuilder's ID for your donation, only relevant if the data originally came from NationBuilder
  • amount = donation total with decimal point ($1 = 1.00)
  • amount_in_cents = donation total without decimal point ($1 = 100) - you only need one of these, amount or amount_in_cents
  • authorization = a processing code from the transaction provider
  • ngp_id = supports deduplication of records imported from NGP VAN files
  • actblue_order_numberelection_cycle = supports ActBlue donation ID numbers
  • election_period_name = Primary, General, Special, Recount, Runoff, Convention, Previous Campaign, or Other
  • election_period_id = internal to NationBuilder
  • payment_type_name = Cash, Credit Card, Check, Money Order, EFT, In-Kind, Wire Transfer, Square, ActBlue, Other
  • payment_type_id = internal to NationBuilder
  • fec_type_name = Contribution, Exempt Legal Expense, offsets, Debt Owed to Committee, Interest, Loan, Loan from Candidate, Transfer, Other
  • fec_type_id = this is a NationBuilder reference that is important to our system but you won't genererally need to worry about it
  • currency = support for non-U.S. currency types: USD, EUR, GBP, AUD, CAD, JPY, NZD
  • succeeded_at = date and time when donation was received (MM/DD/YYYY HH:MM:SS)
  • created_at = date and time record was imported (MM/DD/YYYY HH:MM:SS)
  • is_private = keeps the donation record off of the public site, a yes/no, 1/0, true/false field
  • ip_address = useful for fundraising source audit trails
  • note = free text field for notes about the donation
  • page_slug = internal to NationBuilder, denotes what page the donation was made from
  • recuriter_id = the NationBuilder ID for the person who brought in the donor
  • recruiter_name_or_email = supports linking the donor and donation to a recruiter
  • tracking_code_slug = use your own tracking codes for donation source, etc.
  • signup_email = this field is very important because it's one of the primary ways NationBuilder deduplicates records
  • signup_email_opt_in = a yes/no, 1/0 or true/false field - all of those formats are supported
  • signup_name = for records where a full name is in one column
  • signup_born_at = This should be the voter's birthdate
  • signup_mobile_opt_in = primarily for text blasting (U.S.-only through NationBuilder). It is a yes/no, 1/0, true/false field
  • signup_created_at = date the original record was created
  • signup_support_level = a number from 1 to 5, with 1 being support, 5 being oppose, and 3 being swing
  • signup_membership_level_name = type of membership level
  • signup_is_volunteer = another yes/no, 1/0, true/false field
  • signup_is_fundraiser = denotes that they have given or solicited donations for your campaign
  • signup_note = free-text field for text notes attached to people or businesses
  • signup_demo = demographic codes (U.S. codes here)
  • signup_assistant_id = this would be the NationBuilder ID of another person in you database
  • signup_recruiter_id = the NationBuilder ID of a person who recruited a new voter or supporter
  • signup_point_person_id = assign a point person for new people using this field and the NationBuilder ID
  • signup_nationbuilder_id = a unique number assigned for each person in your nation. It is not connected to NationBuilder.com or any other nation
  • signup_facebook_uid = the unique Facebook ID for each of that platform's users; NationBuilder will automatically dedupe on these and other unique IDs from supported social networks
  • signup_twitter_login = the username for a Twitter member
  • signup_twitter_id = a unique number assigned to each Twitter member in some Twitter data sources
  • signup_meetup_id = the user ID for Meetup.com members. NationBuilder's social media integration is tightest with Twitter, Facebook and Meetup
  • signup_civicrm_id = a database ID used by many Drupal projects
  • signup_external_id = a generic ID for use when you may be commonly uploading, modifying and merging files that need a unique identifier not already supported by NationBuilder; it might be something like a national ID or passport number
  • address1 = generally a donor's primary address. You can include things like street number, street name and things like "NW" and "Blvd" and NationBuilder will parse them. NationBuilder supporters multiple addresses and address types, but you do not want to use this field if your data is already divided into seperate columns for street number, street name, etc.
  • fips = a geographic code that may be attached to some voter data
  • country_code = a country abbreviation, like US or CA

If you have any questions or need help, drop us an email. We can also do imports for you for a fee of $100 per file.

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