So it's time to move on from NationBuilder. If there's anything that we can do to prevent you from closing down please email [email protected] – we're here to help!
📌 Remember that you can also pause your account for a fraction of the cost and retain the data for another time.
If you're certain it's time to go, thank you for your business and please follow this offboarding checklist so you have everything you need to take with you:
Review billing date
Export people data
Export financial transactions
Export other supporter info
Save images of website
Shut down your nation
1. Review billing date
To review your next billing date navigate to the top right hand corner of your nation. Click on the person icon and select "Contacts and Billing" > Plan. On this screen, review your next billing date. If you are an Enterprise customer, please contact your Enterprise Account Manager.
Mark this date on your calendar so that you complete your offboarding tasks and shut down at least 2 business days before that date.
2. Export People data
To export information from people profiles in your nation, you will need to start in the People section. Use the actions dropdown to select export:
Select the type of export and whether or not you wish to customize which fields will be exported:
1. Choose your export type (people or voter ballots). More often, you will find it helpful to filter people in list view and export just the people or voter ballots that meet the criteria at that moment.
2. When exporting people profiles, select the export all fields button to generate a CSV with all available fields. You might do this if you’re migrating these records to another nation or a different system. Download an example CSV with all of the exported fields.
3. Once the export begins processing, you will be directed to a list of previous exports. Here, you can review who started each export, the filter criteria used (if applicable), the size of the export file (in rows and bytes), the time spent running the export, and the date each export completed. Under the file column, click the name of the export to download the CSV.
Customize fields for export
If you regularly run exports to create reports or perform tasks outside of NationBuilder and only care about specific fields, select the customize fields to export button to choose which fields you want to include.
To begin, type a filename for your export file. A descriptive and unique filename will be helpful if you choose to reuse these field settings for another export. Your filename is limited to 250 characters.
In the use fields from a previous export dropdown, you will see a listing of previous people profile exports that include customized fields.
When you select an export from the list, all fields included in that export will be preselected in the “fields to export” below. Clicking the X icon next to the previous export’s filename will remove any field selections you have made.
All exports include a column for NationBuilder ID to ensure that the generated CSV has a unique identifier and that the profiles included in the export can safely be re-imported into the nation without creating duplicates. You can add or remove all other fields from your export by clicking on the checkboxes next to the field group headings (e.g. phone numbers, addresses).
If you see a check icon next to a group, all fields in that group will be included in your export. A minus (-) icon means that only some fields in that group will be included. To see which fields are available for export in each group, click the > icon to reveal all fields in the group.
Select the export selected fields button to start the export.
📌 Any control panel user with “export” permissions will be able to use field selections from any previous export, but some fields may not be available for you to export based on your permission set or nation settings. If you select a previous export that includes field selections for features you do not have access to or that aren’t currently enabled in your nation, those fields will not appear in your file.
3. Export financial transactions
To export all donations, invoices, and expenditures from the nation, go to Finances > More > Exports.
Select the export all financial transactions button to begin the export.
Similar to people profile exports, you can first filter financial transactions and then export only those that are returned by selecting the actions dropdown and choosing export.
Once the export begins processing, you will be directed to a list of previous exports. Here, you can review who started each export, the filter criteria used (if applicable), the size of the export file (in rows and bytes), the time spent running the export, and the date each export completed. Under the file column, click the name of the export to download the CSV.
4. Export other supporter information from your nation
Other supporter information is available for export as a CSV from your nation. Customizing fields for export is not currently available for these export types.
To export endorsements, go to Website > [Your site] > Pages and select the slug of the page for which you want to export endorsements, then go to Endorsement Settings > Download CSV.
Memberships can be exported by membership type.
To export petition signatures, go to Website > [Your site] > Pages and select the slug of the page for which you want to export signatures, then go to Petition settings > Download CSV.
RSVPs for a single event are also available for export.
To export all responses to a survey, go to People > More > Surveys, click on Surveys and select the pencil button next to the desired survey. Next, click export and select the start export button.
5. Save images of your website
Due to the unique structure of NationBuilder websites, it isn't possible to just export your site and migrate it to another platform. If you want to preserve the content of your website, we recommend taking screenshots for an archive or using a word processing program to copy/paste pages with images and content to preserve what is there.
6. Shut down your nation
Shutting down your nation is the permanent closure of your nation.
When you shut down your nation:
All of your data will be deleted
Your web pages, profiles, and financial transactions will be permanently deleted from our servers
If you shut down your nation in error, contact us immediately and we may be able to restore it before deletion. After a nation is deleted, the content cannot be recovered.
When you click shut down my nation, you'll need to confirm your decision by clicking "I understand, shut down my nation."
If you cannot see the billing area of your control panel, your permission set does not allow you access. Please contact your nation's administrator for help completing these actions.
14 days after your nation has been shut down it will become irretrievable. If you need to reverse the shut down of your nation please email [email protected] and place "urgent" in the subject line.