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How to migrate donor and supporter data from NGP VAN to NationBuilder

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In order to import donors, contributions, email opt-ins, and volunteers from an existing NGP database into a nation, begin by exporting the database. The export will come with a Microsoft Access database file (*.mdb) and 18 Microsoft Excel workbook files (*.xlsx). If Access is available, joining several of the Excel workbooks together can allow for fewer total imports, but this guide assumes 1) use of only Excel and NationBuilder to perform the migration and 2) an empty NationBuilder database.

Before importing any of these files, make sure to review Preparing for your first import. In particular, reference How to avoid 10 common import mistakes and How to import people into your nation to assist in cleaning the files. A common pitfall is the presence of hard returns, as they can cause unexpected record splits. As a reminder, it is a good idea to test a small snippet of each file (10-15 records) to ensure proper mappings and field standardization. Once a successful test snippet is imported, reuse the field mappings on the full import.

Here is a rundown of the Excel workbooks included in a standard NGP database export that can be standardized for import into NationBuilder and a summary of their contents.

NGP export file name

Summary of contents

ExportCodes

NGP main codes (customizable people descriptors)

ExportContrib

Contributions (donor, date, amount, method, election cycle, etc.)

ExportMain

Main contact record file (name, address, phone, email, occupation, etc.)

ExportVolunteer

Volunteer codes (customizable volunteer role descriptors)

Once these Excel workbooks have been cleaned, make sure to save them as CSV files. To avoid creating duplicate records across imports, use NGP's "ContactID" field as a unique identifier mapped to "ngp_id." The following guide will provide suggested standard field mappings for each file, but if there are other columns desired for import, consult an Organizer or email help@nationbuilder.com.

To begin, import ExportMain (under People > More > Import > Voter file import) so that all references to people in the other files will properly dedupe. If not importing voter districts, a one time import can be used instead.

NGP field name

NationBuilder field name (SIGNUP subnav unless otherwise stated)

Instructions

ContactID

ngp_id

 

Prefix

prefix

 

Firstname

first_name

 

Middle

middle_name

 

Lastname

last_name

 

Suffix

suffix

 

Gender

sex

M/F/O

Address1/2/3

address1/2/3 (ADDRESS)

 

City

city (ADDRESS)

 

State

state (ADDRESS)

 

Zip

zip (ADDRESS)

 

Carrier_rt

carrier_route (MAILING_ADDRESS)

 

HomePhone

phone_number

 

WorkPhone

work_phone_number

 

FaxPhone

fax_number

 

Phone3/4/5

mobile_number

Select only one column to map to this field

Email/2

email

Can map same field twice

Employer

employer

 

Occupation

occupation

 

County

county (ADDRESS)

 

Precinct

Precinct name (PRECINCT)

 

Congress

federal_district

 

Statesenate

state_upper_district

 

Statehouse

state_lower_district

 

Party

party

1 character Party abbreviation - full list of political parties

Enterdate

created_at

 

Notes

background

Will override previous background

Work Address1/2

address1/2 (WORK_ADDRESS)

 

Work City

city (WORK_ADDRESS)

 

Work State

state (WORK_ADDRESS)

 

Work Zip

zip (WORK_ADDRESS)

 

WebSite

website

 

Assistant

assistant_name_or_email

Must be valid member of nation

Birthdate

dob

MM/DD/YYYY

CanEmail

email_opt_in

***Y/N: important for email deliverability***

Make sure that the ExportMain import completes before moving forward. Next, import ExportContrib (under Finances > Donations > Import) to attach donations to the newly created signup records. Do not import the NGP "ID" field.

NGP field name

NationBuilder field name (DONATION subnav unless otherwise stated)

Instructions

ContactID

ngp_id (SIGNUP)

 

Type

fec_type_name/fec_type_id

***Do not use fec_type_ngp_code, translate using this guide***

Date

created_at

MM/DD/YYYY HH:MM

Amount

amount

Dollars

Method

id/name (PAYMENT_TYPE)

***Do not use ngp_code (PAYMENT_TYPE), translate using this guide***

Period

name (ELECTION_PERIOD)

***Do not use ngp_code (ELECTION_PERIOD), translate using this guide***

Cycle

election_cycle

 

Source

tracking_code_slug

 

Tran_ID

note

 

Check

check_number

 

ExternalFile

background (SIGNUP)

Will override previous background

NGP main codes and volunteer types are both used to classify people and can thus be imported as tags into NationBuilder.

For the ExportCodes file:

NGP field name

NationBuilder field name (SIGNUP subnav unless otherwise stated)

ContactID

ngp_id

CODE

tag_list

For the ExportVolunteers file, append a column in Excel to designate volunteers. Title the header "is_volunteer" and add a "Y" to each record that should be marked as a volunteer in NationBuilder. Read more about volunteer roles here.

NGP field name

NationBuilder field name (SIGNUP subnav unless otherwise stated)

Instructions

ContactID

ngp_id

 

Type

tag_list

 

Notes

background

Will override previous background

 

is_volunteer

***Created pre-import***

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  • commented 2013-10-15 21:40:46 -0700 · Flag
    You’re quite welcome!
  • commented 2013-10-14 14:43:17 -0700 · Flag
    Awesome resource for campaigns migrating from NGP to NationBuilder or importing recurring donor history from NGP to NationBuilder. Thank you!!
  • tagged this with Helpful 2013-10-14 14:41:35 -0700
  • tagged this with Advanced 2013-04-16 14:35:07 -0700
  • tagged this with Important 2013-04-16 14:35:07 -0700
  • responded 2013-04-16 13:47:27 -0700