Import Contacts

Reach allows you to import Contacts (Clients or Agents) from a CSV file directly or from Google Contacts.

caution

If working on a team, make sure to import Contacts for the correct owner. Ownership cannot change after items have been created. While an Admin user can choose who they are "Acting As" to specify the owner, an Agent user can only import Contacts for themselves.

Importing Contacts from a CSV

tip

Click here to download a sample CSV file

These are the following CSV headings that are included in the CSV file. It’s important to understand how “Grouping” works with a CSV file import. For more information on Grouping prior to assembling your CSV file, Read Create A Group

Field Mapping Table

Field Name	Description
First Na​​me	First Name
Last Name	Last Name
Birthday	Birthday - properly formatted
Email	Email address
Additional Email (1)	Contact secondary email address
Additional Email Label (1)	Contact secondary email address label (Work, personal)
Additional Email (2)	Contact tertiary email address
Additional Email Label (2)	Contact tertiary email address label (Work, personal)
Workplace	Company name / employment company
Source	Where did client come from? A good way to track each client Source
Notes	This is a dedicated notes column. * IF you have multiple note columns, notes can be linked to many columns. (ie: you have columns: 'Notes', 'Baby Names', 'Preferred Coffee' these can all be assigned to notes, in the upload function)
Tags	Separate with a comma (",") any tags. Tags are excellent contact identifiers ("VIP client", "Cold Active Client", etc.)
Address - Street Line 1 (1)	Primary address line 1 (you can put #unit and Street name/Number on this line) ie: 304-1534 Darling Street
Address - Street Line 2 (1)	Primary address line 2
Address - City (1)	Primary address city
Address - Postal (1)	Primary address postal or zip
Address - Province (1)	Primary address province or region
Address - Country (1)	Primary address country
Address - Street Line 1 (2)	Secondary address / investment property * Once in Reach, you can select these as "investment"
Address - Street Line 2 (2)	Secondary address line 2
Address - City (2)	Secondary address city
Address - Postal (2)	Secondary address postal or zip
Address - Province (2)	Secondary address province or region
Address - Country (2)	Secondary address country
Address - Street Line 1 (3)	Tertiary address / investment property * Once in Reach, you can select these as "investment"
Address - Street Line 2 (3)	Secondary address line 2
Address - City (3)	Secondary address city
Address - Postal (3)	Secondary address postal or zip
Address - Province (3)	Secondary address province or region
Address - Country (3)	Secondary address country
Phone - Home	Home Phone number, if any
Phone - Mobile	Mobile - this number will be clickable in mobile app, to call direct and launch Txt message ability
Phone - Work	Work phone number, if any
Phone - Other	Any other number
Group Name / ID	If you have Spouses, Partners, Groups you want all in the same group, you will give them the EXACT same Group ID/Name. This will automatically put them in that group with the Group Name
Secondary Contact - First Name	Spouse/Partner/Affiliate First Name
Secondary Contact - Last Name	Spouse/Partner/Affiliate Last Name
Secondary Contact - Birthday	Spouse/Partner/Affiliate Birthday
Secondary Contact - Email	Spouse/Partner/Affiliate primary Email address
Secondary Contact Additional Email (1)	Spouse/Partner/Affiliate secondary Email address
Secondary Contact Additional Email Label (1)	Spouse/Partner/Affiliate secondary Email address label
Secondary Contact Additional Email (2)	Spouse/Partner/Affiliate tertiary Email address
Secondary Contact Additional Email Label (2)	Spouse/Partner/Affiliate tertiary Email address label
Secondary Contact- Phone - Home	Spouse/Partner/Affiliate home phone
Secondary Contact - Phone - Mobile	Spouse/Partner/Affiliate mobile phone
Secondary Contact - Phone - Work	Spouse/Partner/Affiliate work phone
Secondary Contact - Phone - Other	Spouse/Partner/Affiliate other phone
Secondary Contact Label	What is the "Label" of the secondary contact, in relationship to the Primary contact (ie: "Spouse" , "Husband")
Primary Contact Label	Reverse of above - this will apply this label, to the secondary contact (ie: "Spouse", "Wife")

The first method of importing Contacts into Reach is via a CSV file. Make sure the following below are true about your CSV file(s) before you continue:

• Your Clients/Agents/Network Partners are in 3 separate files (i.e. not the same CSV file)
• The First Name/Last Name of your contacts are in 2 separate columns (e.g. First Name, Last Name)
• Address information is split across 4 separate columns for street address, city, province, and postal code data (up to 3 different addresses are supported)
• Phone numbers of different types are in separate columns (i.e. "home" and "work" phone numbers should not be mixed)
• Any birthdays are in an unambiguous format so that they can interpreted correctly (e.g. April 8, 1990 as opposed to 4/8/90)
• If you have a column for tags, that you know the delimiter of the character used to separate your tags. (For example: a comma, semicolon, or space are the most common)

Importing Groups / Relationships

You can group contacts (Contact #1, Contact #2…) 2 ways, during the Import process:

Option 1 Creating Groups With Contacts on Individual Lines

1. Input Contact #1 is on a single separate line.
2. Make sure Contact #2 you want Grouped with Contact #1, is on a separate line
3. Input the name of the group in the CSV. file heading/row called "Group Name/ID". ** You must make sure that the Group Name/ID is exactly the same for both Contacts. This will ensure that Contact #1 and Contact #2 are brought into Reach as a "Group Name/ID" (ie: The Zoolanders)

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Option 2 - Creating a Contact #1 with a "Secondary Contact"

This option allows you to create 2 contacts that are linked to the eachother, and creates a Group ID/Name (ie: Spouse, Son, etc.). The singular line Contact will have 2 contacts (max) on it, and specify both the Group ID/Name and a Label for each. This way, in each Contacts profile, the opposite contact will appear with a label, See below image for how it will display

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Once you have made sure your CSV file is in a good state, let's import it into Reach!

1. In the sidebar, click on Contacts
2. Click on Import
3. Select either Clients/Agents/Network Partners depending on what you are importing
4. Click on CSV File
5. Click on Upload File and select your file
6. Double check that the Summary is correct (you may need to fix your CSV file if there are warnings displayed and then re-upload the file)
7. Click Next
8. For each column in your CSV, select 1 of 3 options: Map to Field, Add to Notes, or Ignore

tip

By default, all columns will be set to Add to Notes unless there is no data in the entire column in which case it will be set to Ignore

tip

If you have secondary contact information in the same row, two contacts will be created for each of them, and they will be placed in a group.

9. Once you have mapped your fields, cycle through the Contact Preview to verify that the Contact information is coming through correctly
10. Click on Next
11. Select which Contacts you wish to import. Select the checkbox in the table header to select all
12. Click Import

You now have your Contacts imported and ready to be used in Reach!

Importing Contacts from Google

The second method of importing Contacts into Reach is via Google Contacts. These instructions specify how to get Contacts from a CSV file into Google Contacts and then how to get the Google Contacts into Reach.

If you already have your contacts in Google, skip down to the Importing Google Contacts into Reach section.

Import Contacts into Google

1. Reach provides a .csv file (excel file) that contains sample Client information. In a .csv file, the first row is always the heading information and every subsequent row is the data. You can either edit the Reach .csv file directly by removing the sample data and inputting your own data or you can export all of your contacts from the program you are currently using into a new .csv file. If you choose to use a new .csv file, the headings in the first row must be edited so that they match exactly the headings in the Reach provided .csv file or the import will not work.

2. Not sure how to export your contacts from your current program? Try a simple Google search (e.g. "Export contacts to csv from Outlook 2018").

3. We encourage you to spend the time to ensure you import into Google a clean, correct file with all of your contact details in the beginning. Working in Reach will be much easier if your contact information is correct.

4. Open up Google Contacts (https:) and sign in with the same account as the account you used to sign up for Reach.

5. We suggest importing your csv. file into a "Label" which is Google's way of creating a sub-category of Contacts. This is useful if you want to keep these contacts separate from your other Google Contacts. Select "+ CREATE LABEL" and label it anything you want (e.g.: "Import for Reach"). Now Select "Import" and a dialog box appears. Make sure your new label "Import for Reach" is selected and click "Import"

Now your Contacts have been successfully imported into Google!

Importing Google Contacts into Reach

1. In the sidebar, click on Contacts
2. In the top right corner, click Import

3. Select either Clients/Agents/Network Partners depending on the kind of Contacts you wish to import and then select Google Contacts as the source.
4. Click the Filter button beside the Search All Columns input box above the table.
5. If the Tags column is not visible, click the eye icon above and to the right of the table to select it.
6. Click the Tags Filter button in the Tags column.
7. In the Included Tags, select the label you created (e.g. "Import for Reach")
8. Click the checkbox in the table header to select all rows and click Import.

Your Contacts have been successfully imported into Reach!