Prepare organisation contacts for import
Your contact data must be prepared in the prescribed format using this template. To create a copy of this template go to the File menu and choose Download.
Prepare organisation contact data
This video explains how to import organisations, organisation subscriptions and how to affiliate people with organisations.
This builds on everything we cover in our video on how to prepare people contacts for import. So we recommend watching that first.
- Plan your membership structure in advance.
- Add organisation contacts to the Organisations sheet in the template.
- The name field is required.
- Use the Organisation columns on the people sheet to create affiliations
Complete the import
Once your file is prepared, proceed to Import contacts.