Zavon

Import or export people

Overview

Import adds people to Reach from a spreadsheet, and export takes them out as one. Reach checks an import before it changes anything, and you can undo it for seven days.

Before you start

To import, you need a role that can import people. To export, you need a role that can export people. These are separate permissions.

Save the spreadsheet as CSV first. Each row needs an email address or a mobile number.

Import people

  1. Open the screen

    In the sidebar, select People › Contacts. Then select Import or export. The steps show at the top: Choose a file, Match columns, Review and Done.

  2. Add the file

    Drag the CSV file onto Spreadsheet saved as CSV. Or select the button in the drop zone, then pick the file.

  3. Map the columns

    Under Match columns, set Becomes for each column. Set Leave out for a column you do not want.

  4. Set the dates

    Set Dates are written to the order your file uses.

  5. Tag everybody

    If you want one tag on every person in the file, type it in Tag everybody in the file. Select that tag in an audience or a smart list to send to them.

  6. Check the import

    Select Check the import. Review shows how many people are New, Updated, Unchanged and Left out.

  7. Import

    Select Import N people. The people show in Contacts when the import is done.

The Import or export people screen in Reach, with the Spreadsheet saved as CSV field and the Export everyone button
Import or export people. Shown with a fictional organisation.

Undo an import

  1. Find the import

    On Import or export, find the import under Review. It says until when it can be undone.

  2. Undo

    Select Undo. The screen asks in place: select Undo import, or Keep import.

  3. Read the result

    Read Undone. People the import added are archived. Tags, fields and stages it set go back.

Export everyone

  1. Export

    On Import or export, select Export everyone.

  2. Save the file

    If your organisation has no more than 5000 people, find the CSV file in your downloads. It downloads at once.

  3. Wait for the email

    If it has more, open the email that Reach sends when the file is ready.

  4. Download

    Open the link in the email. Then select Download. The file downloads.

Troubleshooting

If Check the import is grey, set the column with the email address or the mobile number.

If Import N people is grey, nothing would change.

If the link in the email says there is no such export, it is somebody else’s export, or it is older than seven days. Export again.

Good to know

Only the person who asked. The link downloads only for you, signed in to Reach. A forwarded email does not give anybody the file.

Seven days. Reach keeps a large export for seven days and then deletes it.

Nothing is overwritten. An import fills what is empty. It does not change a name or an address that somebody corrected.

Map columns for me. With AI assistance on, Map columns for me suggests what each column becomes. It sends the column names and a few values, never the whole file.

Contacts and tags: find and tag the people you imported.
People fields: your own facts, which an import can fill.
Data protection: requests to see or erase what you keep.