Reach Import Organisations and Contacts

You have the ability to import your Organisations and Contacts from your previous system onto Reach.

• Head to Admin > Import Organisations.
  • Admins only have access to this feature.
• Once here, download the template by clicking the (Download Template) button at the top of the page next to the title.
  • Once this has been downloaded you will then need to fill in the required information that is displayed on the spreadsheet.
• Once completed click the Browse... button and search for the document and upload.
  • If you have chosen the wrong spreadsheet you can click the Remove button that is next to the Browse... button and then re-upload a new spreadsheet.
• When you have uploaded the correct document press the Validate Records button.
  • If the file has any errors you will be notified and will need to make the necessary corrections before you re-upload the spreadsheet again.
• If the upload was a success you will be notified that the records can be successfully imported. You will then need to re-upload the same spreadsheet again and press the Import Records button.