The record being merged into will retain all the information that is already in it.
If the duplicate record has additional information (such as a birthday, email, or social media account), that information will be added to the merged into record. Addresses and other duplicative information from the second record will be overwritten by the information in the master record.
I'm doing an import and want to change existing information with things like phone number and address changes. But I want all my tags to remain and to also add new ones. Should I check "overwrite non-blank fields with these values" with my import?
"Overwrite non-blank fields with these values" tells the importer that the data in the file is more current than the data currently in the nation. In most cases, this is exactly what the update should do. New addresses or phone numbers should overwrite the existing data.
In the case of tags, the overwrite non-blank fields processing has changed as of this update. Now, when you map a column in your CSV to the field "tag_list"
- imported records will get the tags you provide in the tag_list columns plus any tag(s) you assign using the field map screen.
- updated records will have the tags you provide in the tag_list columns appended to the existing tags on the person.
If a tag goes on all the records being updated, don't import that tag. Instead, add the tag to the people using the "Add tags to each person" field in the bottom half of the import screen. Tags in this list are automatically added to all records touched during the import.
You can customize the widths, paddings and margins of your custom theme. However, in a two column layout, the left column should have a minimum of 660px, as several elements (such as video embeds) expect that width to populate properly.
As a reference, the official themes use a width of 960px. The left column is 660px and the right column is usually 240px. Generally there is 15px of padding on both sides of both columns, but this can vary a bit from theme to theme. You can also disable the sidebar on any page so it uses full width.
The custom theme documentation and object reference guide, available in the right column of your custom theme page in the control panel, will provide many other helpful details as you build your custom theme.
What are the recommended image sizes for my logo, featured content sliders, header image, and background photo?
Official response from C.J. MinsterCheng
UPDATE: Our most popular public themes have recommended image sizes that are unique to that theme. Please refer to our public theme guidelines for complete information on image sizes for every public theme.
Unique identifiers (IDs) are profile fields that may not occur in more than one profile within a nation. Unique IDs are used to merge information from imports with records already existing in the nation and for deduping records in your nation.
A person's profile in NationBuilder has several options for unique IDs:
- email address
The best unique ID on an import is an email address. If you do not have an email address for a specific person, you may use one or more of the other unique IDs. However, the other unique IDs must have a first name and last name mapped during the import in order for the signup record to be imported into the nation.
Once the import has finished newly imported people in the nation will have a nationbuilder_ID assigned to them.
There will be times when there isn't anything the importer recognizes as unique on import. In this case, you can create a unique ID for each record.
- Open the CSV file in Excel
- Insert a new column to the left of the existing columns
- Name that column "NationBuilder_ID"
- Leave the rest of the column blank
- Save the CSV file
- Import your file mapping the new column to "nationbuilder_ID" (for one time and voter imports) or "signup_nationbuilder_ID" (for donation imports)
If an attempt is made to import a person whose unique ID(s) already exist in the nation, NationBuilder will update the existing profile with the information from the import file instead of creating a new profile.
Voters in your nation may have one or more of these unique IDs:
- DW_ID (also known as Catalist ID)
Donations have their own unique ID (donation_nationbuilder_id) along with one of the unique ID so NationBuilder knows who the donation belongs to. Donation imports connect the donor to the donation via the same fields used for a one time import. However, here is a slight difference for donations: each of these fields begins with "signup_".
Below is a list of the fields supported for standard imports.
Click here for more info on donor history imports; and here for voter data import info (voter personal information and voting history are imported separately under the voter data import). And here's a look at the process for starting a standard import. If you are doing multiple imports of the same kind, you will want to reuse your field mappings.
We recommend not using fields as proxies for other data - doing so makes it difficult to manage your nation and for others to query data relevant for their workflow. Tags are a good place to store extra data points, and you can add multiple tags separated by commas. If you have questions, drop us a line at email@example.com. You can also suggest new features related to imports.
.CSV imports are limited to 20mb per file - if your list is larger than that, you will need to divide it into multiple files.
Standard import fields
Items in italics are unique identifiers for NationBuilder. Unique identfiers can only be assigned to one signup record. An email address is a unique identifier and doesn't require a first or last name to be defined with the import. The other unique identifiers must have a first name and last name mapped during the import in order for the signup record to be imported into the nation.
Field Name Constrictions must contain valid email address (can be repeated up to four times per profile) email_opt_in Y/N prefix first_name middle_name last_name suffix name the full name of someone, leave blank if you provide first/last/middle name separately. legal_name i.e. William instead of Bill employer occupation sex Must be M/F/O party 1 character Party abbreivation - full list of political parties religion church ethnicity marital_status C/D/M/P/S/W -(civil union, divorced, married, domestic partner, single, widowed) is_deceased Y/N DOB Birthdate - must be in the form MM/DD/YYYY phone_number work_phone_number mobile_number mobile_opt_in Willing to receive text messages from nation - Y/N is_mobile_bad Indicates mobile number is bad and will not accept text messages - Y/N federal_donotcall On US Federal Do Not Call list - Y/N do_not_call Does not want to be called by nation - Y/N do_not_contact Does not want to be contacted by nation - Y/N fax_number website Must be valid URL language Primary spoken language - Two character abreviation created_at Date joined or imported to nation - must be in the form MM/DD/YYYY support_level 1 =very strong support and 5 = very strong oppose inferred_support_level 1(very strong inferred support) to 5 (very weak inferred support) priority_level value of 1 through 5, with 1 being low priorty and 5 being high priority background Background field which shows at top of the person's profile availability household_size Must be numerical demo Demographic information tag_list Tags separated by commas which will be added to person's profile. See Overwrite non-blank fields FAQ entry for more information. assistant_id NationBuilder ID for assistant assistant_name_or_email Must be valid member of nation recruiter_id NationBuilder ID of the recruiter for this person recruiter_name_or_email Recruiter's name or email address - Must be valid member of nation parent_id NationBuilder ID for point person for this profile point_person_name_or_email Point person's name or email address - Must be valid member of nation nationbuilder_id NationBuilder ID for this person - Must be blank for imports. Must be numerical for updates facebook_uid twitter_login twitter_id At most one Twitter account per record. At most one record per Twitter account. meetup_id civicrm_id external_id address_country_code address_country address_state address_city address_county address_zip address_address1 address_address2 address_address3 address_fips work_country_code work_country work_state work_city work_county work_zip work_address1 work_address2 work_address3 work_fips mailing_country_code mailing_country mailing_state mailing_city mailing_county mailing_zip mailing_address1 mailing_address2 mailing_address3 mailing_fips VOLUNTEER ADDON is_volunteer Y/N DONOR ADDON (*indicates has bank account with the NYC option checked) is_fundraiser Y/N is_ignore_donation_limits Y/N donations_to_raise_amount *doing_business_with_nyc_agency *doing_business_with_nyc_business_category MEMBERS ADDON Learn about setting up memberships membership_level_name Must exist in nation membership_started_at must be in the form MM/DD/YYYY membership_expires_at must be in the form MM/DD/YYYY