Import and Export Templates

Overview

This feature is designed to quickly transfer your templates data in Reach from one device to another.

Navigate to "Settings" via the toolbar (Toolbar > Settings).

Find and tap the "Import and Export" in the Data Backup section.

Selecting "Import and Export" redirects to the dedicated page for these functions.

Prepare a CSV file for import. To learn how to do this and what data format the file should contain, read Prepare CSV File For Importing Templates.

Tap the "Import Templates" button.

Select the CSV file with templates from your device for the import.

Tap the "Open" button located at the top-right corner to proceed the import.

After processing, the success dialog will confirm the import of the templates. Tap the "Done" button to finish the import.

Go to the "Import and Export" page.

Tap the "Export All Templates" button.

Please note that attachments will not be exported!

Choose the "Save to Files" option.

Tap the "Save" button in the top-right corner.

After saving, the dialog will appear, confirming the successful export of the templates. Tap the "Done" button to finish the export.