Connect NationBuilder

Sync donors, donations, and tracking codes from your NationBuilder nation. Auth is OAuth; once connected, Together polls NB every 15 minutes.

NationBuilder is the most common upstream CRM for the orgs Together serves. The integration pulls donors and donations on a schedule, attributes tracking codes for FCA classification, and gives your fundraising team a unified view alongside donations from Together's own forms.

Before you start

You need:

• ADMIN role on your org.
• A NationBuilder nation you can sign into.
• Your NationBuilder nation slug. If your NB URL is acme.nationbuilder.com, your slug is acme.
• No other CRM connected (Raisely). Together enforces one CRM per org; disconnect the other CRM first if needed.

Steps

1. Go to Settings -> Integrations and find the NationBuilder card.

   Click to expand

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2. Enter your NationBuilder slug in the Slug field (just the prefix, no .nationbuilder.com). Click Save slug.

3. Click Connect with NationBuilder. You'll be redirected to NationBuilder's OAuth consent screen.

4. Approve the connection. Grant access to donations and people; Together asks for read access on both. NationBuilder redirects you back to Settings -> Integrations.

5. The card now shows Connected to <your-slug>.nationbuilder.com with a green status indicator. The first sync runs immediately and backfills your full donor history; subsequent syncs run every 15 minutes.

What gets synced

Together pulls four things from NationBuilder:

• Donors. People with at least one donation, plus any people you explicitly tag (configurable via the sync filter). Names, emails, phones, addresses, employer, occupation.
• Donations. Every settled donation with amount, date, tracking code, and recipient mapping.
• Tracking codes. The free-text label NB stamps on each donation. Together uses these for FCA classification when you map them at Settings -> Integrations.
• Updates. Edits to donor records in NB flow back to Together on the next sync. The reverse direction (Together writing scores, asks, and segment tags back to NB) is configurable at Intelligence > Write-back on Grow and above.

See NationBuilder sync for the full data model and sync semantics.

If it doesn't connect

A few common failure modes:

• "Invalid slug" on save. The slug must be lowercase, hyphens-only, and match your live NB URL exactly. acme-org is fine; acme_org or Acme will fail.
• OAuth redirect lands on a 404. Your NB nation doesn't have OAuth apps enabled. Contact NationBuilder support; this is usually flipped on by their team.
• Sync runs but no donors appear. Together imports donors who have donations. If your nation has people without any donation history, they won't appear until they give. Tagged-import support is on the roadmap.
• Donations are missing tracking codes. NationBuilder's V2 API sometimes returns donations without their associated tracking-code relationship. Together retries on the next sync; a tracking code that's "missing" on one sync often appears on the next.

Disconnecting

To disconnect, click Disconnect on the NationBuilder card. Historical donors and donations are preserved; only future syncing stops. Reconnecting later resumes from where you left off and back-fills the gap.

Disconnecting is required before connecting Raisely or any other CRM (one CRM per org).

What to do next

• Read what the sync covers in detail: NationBuilder sync.
• Set up tracking codes so FCA classification matches your CRM data: Set up tracking codes.
• Switch on intelligence to score the donors flowing in: Activate intelligence.