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Database sync process with NationBuilder

Updates to NationBuilder profiles are immediately auto-detected in SupporterBase using NationBuilder webhooks (e.g. when forms are submitted, profile details are changed), but NationBuilder doesn't fire those webhooks when tags are added/removed from a profile.

To resolve this issue, we run the full regular sync between SupporterBase and NationBuilder twice daily to ensure everything is kept up to date.

If it is important that new supporters added via tags in NationBuilder appear in your SupporterBase group immediately (ie ahead of time sensitive communications), you can click the green “Sync people from NationBuilder” button a the bottom left hand side of the main profile panel for your Supporter Group. Your supporter group people data will be fully up to date within minutes.

Syncing updates to a supporter's level of engagement

When a change is made to a supporter's level of engagement within SupporterBase we:

  1. take the tags associated with their existing level of engagement
  2. compare those with the tags associated with their new level of engagement.
  3. remove any of the existing tags related to the supporter's old level of engagement from their profile in NationBuilder
  4. update the supporter's profile in NationBuilder to apply the tags associated with the new level of engagement
  5. store the latest profile data in SupporterBase based on the supporter data NationBuilder returns from the change in step 4.

We do step 3 using the Batch Tag Removal endpoint on NB's people API: https://nationbuilder.com/people_api

This will also apply to the addition and removal of tags on supporter profiles via tag filters.

If you are seeing any delays in supporters having their tags updated as per the above, it most likely relates to normal delays with the sync process, which happens twice daily.

How the data flow works

People data (two way sync)

  • New/updated supporters in SB are synced to NB
  • New/updated supporters in NB are synced to SB

Contacts (two way sync)

  • New contacts logged in SB are synced to NB
  • New contacts logged in NB are synced to SB

People tags (two way sync)

  • When supporter tags are updated in SB those changes are synced to NB. This includes for updates to the tag filters and/or levels of engagement of supporters in SB
  • When supporter tags are updated in NB those changes are synced to SB as part of a background sync process. Via this sync process, tags added by auto-tagging filters in NB can be used to help determine group membership in SB

Events (two way sync)

  • New/updated events in SB are synced to NB
  • New/updated events in NB are synced to SB (as part of an hourly background sync process, given NB doesn't provide any event created/updated webhooks)

Event RSVPs (two way sync)

  • New/updated RSVPs in SB are synced to NB
  • New/updated RSVPs in NB are synced to SB via an hourly background sync process

Groups / calendars

  • New groups in SB are connected to calendars in NB (with options to connect to an existing calendar page or create a new calendar). These calendars serve as the group's public page, and can include a group signup form
  • Updates to the group's public content are synced to the NB calendar page
  • Updates to the calendar pages in NB are synced to SB via a background sync process

Leaders / admins (two way sync)

  • Updates to a user's profile in SB are synced to NB
  • The NationBuilder ID of each leader/admin is tracked in SupporterBase to ensure contacts synced to NationBuilder can be attributed to the profile of the leader or admin who logged the new contact