# Organisation Import

Source: https://docs.astalty.com.au/guide/imports/organisation-import

> Bulk create or update Organisations from a CSV and review each change before confirmation.

## 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](https://app.astalty.com.au/settings/imports), select **Create Import**, then **Organisations**. The default Admin role has access.

## Completing the Import

1. Select **Download Template** and open the CSV.
2. Populate the template and remove the example rows.
3. Tick **I understand that imports cannot be undone and I want to proceed.**
4. Choose how Astalty should handle a row that matches an existing Organisation.
5. Upload the CSV and select **Start Import**.
6. Review the row statuses, messages, and proposed changes. Correct a row from its three-dot menu when needed.
7. 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](https://docs.astalty.com.au/guide/imports/fixing-import-rows). After processing, use **Actions > Download Failed Rows** to correct failed rows in a new import. See [Import Results](https://docs.astalty.com.au/guide/imports/import-results) for status meanings and recovery steps.