Prepare CSV File for Importing Templates

To successfully import your data into Reach, you need to adhere to the required data format in CSV files. There are two methods to create the required CSV file for import templates:  creating the CSV file from scratch on the computer or using the Reach application.

Method 1: Creating a CSV File from Scratch

You can create a CSV file from scratch on your computer. The CSV file must be in .csv format. The file can contain the following columns: body, subject, status, attachments, date.

  • Body (*mandatory): The content of the template.
  • Subject: The subject of the template.
  • Status: The status of the template (sent, new).
  • Attachments: Please note that the CSV file stores only links to the attachments. If you want to move your template with attachments from one device to another, ensure both devices have access to iCloud, where the attachments are stored. If both devices do not have access to iCloud, your templates will be restored from the CSV file without access to the attachments.
  • Date: The date the template was created or modified.

Please, note that the CSV file must contain the column body for the successful import.

It can be created this way:

body

In this case, after importing, you will have three specified body templates.

It also can be created with all described columns above. Here is an example of how your CSV file can look:

messages

After creating or editing the CSV file, save it in the CSV format (.csv). You can then import this file into the Reach application to update or create templates.

Method 2: Exporting CSV with Templates from Reach Application

  • Open Reach and navigate to the Settings menu.
  • Export All Templates. Read Import And Export Templates to find the instructions how to do it.
  • Save the generated CSV file to your device.
  • Transfer this file to your PC or Mac for further editing.