The VAN <> Daisychain integration allows you to import VAN lists into your Daisychain people database.
Setting up the VAN Integration
To set up the Daisychain VAN integration, first head to Settings → Integrations → VAN CRM
Click Add, and you will be taken to the API Key setup page. To get an VAN API key, please follow these steps from the NGPVAN documentation.
Fill out this information using your VAN API key. 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, select “My Campaign”. Once added, click “save”.
Selecting lists from VAN
All lists and folders in VAN which are shared with your API key will be visible in Daisychain. To ensure a list is visible to your API key, edit 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:
Note: Lists which appear in multiple folders will cause errors in Daisychain; please ensure that each list is only in one unique folder.
Importing lists from VAN
All folders you have shared with the Daisychain API will be listed under the “List” tab.
To import a list, click the arrow button by a folder:
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 phone number or without a valid phone number will not be imported into Daisychain
- Only the first phone number listed for people will import into Daisychain.
Viewing and filtering VAN information
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.