In this article, we will discuss the steps to integrate CallHub with NGP VAN. The integration between CallHub & NGP VAN allows CallHub customers to import VAN lists in CallHub, import events, survey questions, and activist codes. This way, you can collect event RSVPs, canvass responses, and tag people matching specific criteria, and everything will be sync back to VAN except Read-Only fields.
Note: The new NGPVAN integration works with both VAN products (NGPVAN and EveryAction).
The setup page for NGPVAN integration is available under the Integration section. You can navigate it to get logged in to your CallHub account > Integrations > NGPVan. A couple of elements to keep in mind.
- If you do not have a VAN APIs key or Application Name to set up the integration with CallHub, you may request it by sending an email to APIDevelopers@ngpvan.com.
- You can connect to CallHub using My Voter or My Campaign mode.
- With "My Voter" mode, you will be able to import only Survey responses and Activist codes.
- With "My Campaign" mode, you will be able to import Survey responses, Events, and Activist codes.
API keys used for connection should have permissions to import data from NGPVan to CallHub. In this case, you need to raise a support request with VAN (email: APIDevelopers@ngpvan.com) to enable their API Keys with CallHub permissions.
Connecting to NGP VAN
Please navigate to your CallHub account and click on Integrations from the menu on the top of your page. Then, under the NGP VAN integration section, click on the "Connect" button. The screenshots are below for your quick reference.
Note: You will need to submit a support ticket with VAN if you do not have an API key for VAN handy.
You need to provide an API key and the application name of your NGPVan account. Then, you can choose the connection mode (My Voter or My Campaign) per your requirement.
Now that your CallHub account is connected to VAN, you need to map the custom fields you wish to import from NGPVan.
Note: A few fields are Read-only, implying that they can be imported into CallHub, but the system cannot sync back data into NGPVan. This includes Congressional District, State House, State Senate, Polling Location, Polling Address, and Polling City.
After mapping the contact fields of CallHub to VAN, you can also map CallHub dispositions to canvass results on VAN by selecting the appropriate pairs.
You can check the box for the option "Sync text activity with VAN" if you wish to add a Texted status to a canvass result if contacts are texted from CallHub's SMS campaigns.
Click on "Save and import Lists" to sync Events, Survey questions, and Activist codes.
You can select the list and click "Import" to download the NGP VAN list in CallHub.
If you have a Saved list on your VAN instance and cannot see it on your CallHub account, please check if you have granted permissions for the Saved list and the folder containing the Saved List on VAN.
You may navigate to Folder> Select folder > Edit folder > Permissions and grant permissions, and the saved lists will be visible on CallHub.
Note: Please ensure you have "Saved" the list using the "Save as" option after running the search with specific criteria.