NGPVAN
The NGPVAN <> Daisychain integration allows you to import lists from VAN, NGP, Votebuilder, and EveryAction into your Daisychain People database.
A note on names This document refers to "NGPVAN" and "VAN", but the instructions also apply if you are importing lists from Bonterra products named VoteBuilder, EveryAction, and more. For information about integrating live form submissions from these products, click here.
How to Set Up Your Integration
Request an API Key from NGPVAN
To setup this integration, you'll first need to request an API key from VAN by following their instructions.
Add the API Key in Daisychain
Once you have this API key and API application name from VAN, go to your Daisychain account and navigate to Settings → Integrations and click "Add" in the VAN CRM box. You should then see a form you can fill out using the VAN API key and application name provided by your VAN admin. If you’d like to sync lists of your voters, select “My Voters” under “API Mode,” and if you’d like to sync lists of your campaign (or NGP lists), select “My Campaign”. Once added, click “save”.
Go to VAN to Share Your Folders
To ensure a list in VAN is available in Daisychain, it needs to be in a Folder shared with Daisychain. After you add your list to your folder and scroll down to “User Access,” you will see something like this:
Select the Daisychain API user, and click “Add”. Verify that the access looks something like below and then click save:
Lists which appear in multiple folders will cause errors in Daisychain; please ensure that each list is only in one unique folder. Additionally, Daisychain can only import saved Lists, and can't import the results of saved Searches.
Go to Daisychain to Import Your List
All folders you have shared with the Daisychain API will be listed under the “Lists" Tab when you visit Settings > Integrations > VAN CRM/
To import a list, click the arrow button to reveal the folder's contents:
Clicking “Import” will move the selected list into Daisychain. And once completed, you will see how many people were successfully imported.
To view errors, click the list name, and you will be taken to the import summary page. Here, you will see a list of import errors, and stats about your imported list.
Import errors and notes
People without a valid phone number will not be imported into Daisychain
Only the first phone number listed for people will import into Daisychain.
Syncing Survey Questions and Activist Codes
You can sync data collected in Daisychain back to VAN in two ways: Survey Question responses and Activist Codes.
Survey Questions
Map Daisychain Questions to VAN Survey Questions to sync answers recorded in Daisychain back to VAN as Survey Responses.
Setup:
First, create a matching Question in Daisychain (Settings > People > Questions). For a support question, you'd create a multiple choice or dropdown question with response options like "Strong Support," "Lean Support," "Undecided," etc. — matching whatever response options exist on the VAN side.
Go to Settings > Integrations > VAN CRM > Questions.
Find the VAN Survey Question you want to map.
In the "Mapped Question" column, select the Daisychain Question you created.
Expand the Survey Response Mappings and map each VAN Survey Response to the corresponding Daisychain answer option.
Activist Codes
Map Daisychain Tags to VAN Activist Codes to sync Tags applied in back to VAN as Activist Codes.
Setup:
Go to Settings > Integrations > VAN CRM > Activist Codes.
If your Daisychain account is connected to multiple VAN committees, select the appropriate one from the dropdown.
Find the VAN Activist Code you want to map.
In the "Mapped Tag" column, select the Daisychain Tag that should trigger this Activist Code.
Once mapped, whenever that Tag is added to an individual person in Daisychain, the Activist Code will sync to their VAN record. And whenever a Tag is removed from someone in Daisychain, the mapped Activist Code will be removed from their VAN record.
Activist codes will only be synced to VAN when a Tag is applied to an individual Person. A bulk action to apply a Tag to >1 person will not apply the Activist Code in VAN.
Viewing VAN information inside Daisychain
Once you have imported a list to Daisychain, information from VAN will appear on the People page in Daisychain.
You can select a VAN list to filter by, and on an individual person’s page you can see information about that person’s VAN ID:
Syncing Opt-outs
Whenever you opt someone out in Daisychain, that information will sync back to VAN as an opt out as well. Learn more about subscription statuses here.
Last updated