Administration
Imports
Organisation Import

Organisation Import

Overview

The Organisation Import creates Organisations and can fill or update supported details on Organisations already in your account. Astalty validates the rows and shows the proposed changes before you confirm them.

Accessing the Import

Open Settings > Imports, select Create Import, then Organisations. The default Admin role has access.

Completing the Import

Select Download Template and open the CSV.
Populate the template and remove the example rows.
Tick I understand that imports cannot be undone and I want to proceed.
Choose how Astalty should handle a row that matches an existing Organisation.
Upload the CSV and select Start Import.
Review the row statuses, messages, and proposed changes. Correct a row from its three-dot menu when needed.
Select the rows you want and choose the count-specific confirmation button, such as Import 3 Organisations.

Nothing is created or changed before confirmation. Rows left unticked become Skipped.

Choosing How Matches Are Handled

A row matches an existing Organisation by ID when that column is populated. Otherwise, Astalty matches by Name, ignoring capitalisation and spaces around the name.

Skip it leaves a matching Organisation unchanged.
Fill in empty fields adds details only where the existing Organisation has none.
Update with the file's values replaces supported details, but blank cells do not clear existing details.
Create a new organisation anyway creates another Organisation with the same name instead of updating the existing one.

Use the Astalty Organisation ID from the Organisations Export when two Organisations have the same name. Leave ID blank for a new Organisation. A row fails if its ID does not belong to an Organisation in your account, or the ID and Name belong to different Organisations.

The import never renames an existing Organisation. Imported Tags are added to its existing Tags; the import does not remove Tags.

Import Requirements

Name is required. When Address 1 is populated, State and Postcode are also required, and State must be a valid Australian state or territory. NDIS Registered accepts Yes, No, Y, or N. Enter multiple Tags as a comma-separated list.

Template Columns

Column	Requirements and Behaviour
ID	Astalty Organisation ID from the Organisations Export. Use it to identify an existing Organisation; leave it blank for a new one.
Name	Required. It is used for matching when ID is blank and never renames an existing Organisation.
Type	Optional Organisation type.
Email	Optional email address.
Phone	Optional phone number.
Mobile	Optional mobile number.
Website	Optional website.
ABN	Optional ABN.
Registration Number	Optional registration number.
NDIS Registered	Optional. Enter Yes, No, Y, or N.
Description	Optional description.
Address 1	Optional. When populated, State and Postcode are required.
Address 2	Optional.
Suburb	Optional.
State	Required with Address 1 and must be a valid Australian state or territory.
Postcode	Required with Address 1.
Tags	Optional comma-separated Tag names. New names create Organisation Tags when the selected row is imported.

Reviewing and Fixing Rows

The review table identifies rows that are ready, failed, skipped, or matched to an existing Organisation. Check the Details column before confirming because it shows validation messages and the proposed changes to a match.

Organisation rows can be edited while an unarchived import is awaiting confirmation, or while a failed import still contains editable rows. See Fixing Import Rows. After processing, use Actions > Download Failed Rows to correct failed rows in a new import. See Import Results for status meanings and recovery steps.

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