Data Import/Export

Importing Voter Data

Download the Template

Start by downloading the CSV template that shows the required format:

1. Go to Data in the sidebar
2. Click Download Template
3. Open the CSV in Excel or Google Sheets

Required Columns

Column	Description	Required?
unique_id	Unique identifier for the voter	Yes
first_name	Voter’s first name	Yes
last_name	Voter’s last name	Yes
street_num	Street number	Yes
street_name	Street name	Yes
city	City	Yes
votes	Voting weight (acres)	Yes
phone	Landline phone	No
cell_phone	Cell phone	No
party	Party affiliation	No
latitude/longitude	Geocoded location	No (but recommended)

Uploading

1. Prepare your CSV file with the required columns
2. Go to Data, then Import
3. Click Choose File and select your CSV
4. Review the preview - check that columns mapped correctly
5. Click Import

Caution

Importing will update existing records if the unique_id matches. New unique_ids create new records.

Exporting Data

Export Options

• All Voters - Complete voter file with all fields
• Contact Results - Only voters with recorded results
• Supportive Voters - Voters marked as supportive
• Custom Filter - Apply filters before exporting

Export Steps

1. Go to Data, then Export
2. Select the export type
3. Apply any filters (optional)
4. Click Export CSV

Data Updates

To update existing voter data (e.g., new phone numbers from updated voter file):

1. Prepare a CSV with the unique_id and fields to update
2. Import normally - existing records update, new ones are created
3. Canvass results and notes are preserved

Tip

Only include columns you want to update. Empty cells won’t overwrite existing data.

Backup

Regularly export your data as a backup:

1. Export “All Voters” with all fields
2. Save the file with a date in the filename
3. Store securely according to data policies