Export CSVs from Other Platforms
Use the instructions below to export CSVs from NGP VAN and ActBlue, then import your data into Warchest Compliance.
Export from NGP VAN
Disbursement Report
- Go to Report Manager >> Disbursement Report
- Apply Filters:
-
- Contact Records: All Contacts.
- Date Issued: Committee registration date to today’s date. (Example: 1/1/2025 - 8/1/2026.)
- Amount from: 0.01
- Apply the above filters, then “Run Report.”
- Then >> Edit Columns
- Choose “Select All” under “All Columns” (not under “Accounting Information”)
Remember to hit Apply!
Click “Export As” Excel (.csv).
Contribution Report
- Report Manager >> Contribution Report.
- Apply Filters:
- Contact Records: All Contacts.
- Date Received: Committee registration date to today’s date. (Example: 1/1/2025 - 8/1/2026.)
- Amount from: 0.01
- Apply the above filters, and hit “Run Report.”
- Then >>Edit Columns
- Choose “Select All” under “All Columns” (not under “Accounting Information”)
Remember to hit Apply!
Click “Export As” Excel (.csv).
Export Contributions from ActBlue (no API connection)
- Go to Downloads.
- Select All-time Contributions if this is your first time importing ActBlue data.
- Export and choose CSV format.
ActBlue will notify you when your CSV download is ready. Then visit the Imports tab in your Warchest Compliance account to import the CSV.