Automation
Ballot Signal + CSV export
What is CSV export?
The exit door. A vendor who makes export hard is telling you something about the relationship — we make it a button.
It sits in the Automation category of a campaign stack. The universal escape hatch — webhook, Zapier, CSV.
Who uses it
Nonpartisan. Used across both parties and by nonpartisan organizations.
How the Ballot Signal + CSV export integration works
Every field on the supporter record as a flat CSV, including all consent columns. Available on every plan, on demand, without a support ticket. Scheduled exports can be delivered to your own SFTP or object storage.
What syncs
- Supporter record (full)
- Consent record
Field mapping
The supporter record is the same shape everywhere. What changes is where each field lands. The full record is documented on what you get.
| Supporter record | Payload | Notes |
|---|---|---|
| firstName, lastName | JSON payload or CSV row | Left empty rather than guessed when resolution is not confident. |
| JSON payload or CSV row — primary identifier | Primary match key. Lowercased before hashing. | |
| phone | JSON payload or CSV row — phone field | Present does not imply consent to be contacted on it. |
| addressLine1, city, state, zip | JSON payload or CSV row — address fields | Third dedupe fallback. |
| consentTimestamp | Included by default, every field | ISO 8601, UTC. |
| consentVersion | Included by default, every field | The language in force at the moment of consent. |
| consentSource | Included by default, every field | The exact page URL where consent was captured. |
| consentCategories | Included by default, every field | Normalized from your consent platform. |
| intentSignals | Payload attributes | Donate-page, volunteer-page, issue-page and any you define. |
| utmSource, utmMedium, utmCampaign, referrer | Included by default, every field or source fields | Carried verbatim. |
| dedupeKey | Match key | Lowercased email hash. Match order: dedupeKey, then phone, then name + address. |
How to set it up
- 1
Open Supporters in the Ballot Signal dashboard.
- 2
Filter to the segment you want — by date, intent signal, consent category, or destination status.
- 3
Click Export and choose whether to include consent columns (default: yes).
- 4
For recurring delivery, configure a scheduled export to your SFTP or bucket.
- 5
Store the export somewhere your compliance team can find it later.
Why it matters
The exit door. A vendor who makes export hard is telling you something about the relationship — we make it a button.
Related integrations
All Automation →Universal webhook
The honest answer to 'do you integrate with X?' when X is not on this list — and the reason our coverage claim does not depend on a marketplace review queue.
Slack
Puts a warm supporter in front of a human in seconds — the difference between a record and a phone call.
Zapier
The fastest route to broad coverage: one app, thousands of destinations, without waiting on every vendor's roadmap.
Make
Visual automation with far more logic per scenario than Zapier — useful when routing rules get complicated.
Ballot Signal + CSV export: questions
Is the CSV export integration available today?
Live. Built, tested and available to every customer today. You can turn this on yourself without talking to us.
What authentication does the CSV export integration use?
None — CSV export is not a destination we authenticate against. See the mapping table above for what actually flows.
Will this create duplicate records in CSV export?
No, assuming you leave deduplication on. We match on the lowercased-email hash first, then phone, then name plus address. On a match we update rather than create, and only the fields you have marked overwritable.
Does the consent record travel into CSV export?
Yes. Consent timestamp, consent version, consent source URL and granted categories are included in every push, by default, and there is no configuration that strips them. That is the point of the product.
See what your own website already knows.
Book a 20-minute walkthrough. We will look at your site's current consent posture first — that part is useful whether or not you buy anything.