The REACH Data Setup area provides you with the tools you need to import your data and provides a list of Exports for download and review.
Data Setup is also where you will create any Custom Fields for your Sponsorship and Supporter records, Custom Forms for capturing information from your supporters on your website, Tags for giving additional context, assigning records, or grouping related records for easy viewing and reporting and Automations for setting up immediate admin notifications when certain records are created or updated within REACH.
We recommend using our import templates when you are adding or updating a large batch of Sponsorship or Supporter records (for example, when migrating data to your REACH account from another system).
We suggest you limit each file to 2,000 records or under. If you have over 2,000 records, simply build additional spreadsheets in increments of 2,000 records.
When first migrating information into REACH, the order of your imports should be:
This is important and the imports will build on each other.
Use the templates to build a CSV file to import. You can then associate your records using the various fields in the template.
Note: Once a file is submitted for import, it will be added to our import queue. Once completed, you will receive an email confirmation that lists any errors encountered.
Organizations can use the Exports feature to obtain lists of all data from a particular category – for example, all donations, sponsors, sponsorships or supporters. For a full list, view our Available Exports article.
After generating, the Exports are emailed to the Admin requesting the Export and also listed for 7 days in the Export tab.