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CSV Syntax Guide for Group Imports

Overview

This guide explains how to use the correct syntax for CSV file imports, new groups, or updating existing group membership and settings. The table below outlines each CSV field and its expected format.

CSV Syntax Guidelines

  • Include values for all mandatory fields.

  • Use semicolons (;) to separate multiple values within a single header.

  • Use pipes (|) to separate subcategories within headers.

  • For custom attribute filter combinations, use numbers to indicate filter levels.

Sample CSV Syntax

Download a Sample CSV for Group Import.

When importing new groups or updating existing group memberships and settings.

CSV Formatting Guidelines

  • Fill in all required fields.

  • Use semicolons (;) to list multiple values in one field.

  • Use pipes (|) to separate subcategories within a field.

  • For custom attribute filter combinations, use numbers to define hierarchy or filter levels.

This ensures the system processes group data accurately during import.

CSV Field Header Format Description Sample Syntax
name Letters and numbers- Not case sensitive.
  • Mandatory field.
  • Enter the name of the group. It must be less than 50 characters.
 All Employees
description Letters and numbers
  • Mandatory field
  • Enter a description of what the group is for.
 All Employees group.
parent_group
  • Letters and numbers
  • Not case sensitive.
  • Optional field 
  • Use to define group hierarchy.
  • If the group should come nested under any existing group, add the group name here. 
  • Leave the cell empty if no parent group
  • Add multiple groups by separating the group names with a semicolon (;)
 To add none: leave the cell empty.
or To add one:All Employees
admin_privacy Letters
  • Optional; if you leave it empty, the default value is Restricted.Determines who can access the group:
  • Public – All admins can view and send messages to this group.
  • Restricted – All admins can view and request access from the group’s admin to send messages to this group.
  • Hidden – Only admins with access permission to this group can view or send messages to this group.
 Public
address Letters and numbers
  • Optional field
  • The physical address of the group.
  • Add multiple addresses by separating them with a semicolon (;)
  • 123 Main St.|New York|NY|12345|US/USA

    Or
  • 123 Main St.|New York|NY|12345|US/USA;5th Avenue|New York|NY|10018|US/USA
address_type Letters and numbers
  • Optional; if you don’t add any value, the default value is set as General.
  • The name of the group type to identify a set of groups on the map while sending geo-targeted messages. You have to create a group type first. See the topic: Organization General Settings.
 General
group_type
  • Letters
  • Not case sensitive.
  • Optional field.
  • Default Value: open_discussion- Accepted values (case insensitive):— open_discussion— announcement- This header is applicable only when the Advanced Organization Setting “Enable ‘Announcements Only vs Open Discussion’ at the group level” is enabled.
 open_discussion
or
announcement
rss_enabled Letters

  • Optional field with the default value set as No.

  • Enter Yes or No to mark whether to enable RSS for the group.

 No
master_group_ids Numbers
  • Optional field
  • Enter the ID of master groups from where the custom attribute filter should look for contacts to perform the group membership processing.
  • Add multiple group IDs by separating them with a semicolon (;)
 12035;12932;47590
attributes Letters and numbers
  • Optional field.
  • Contact attributes used to filter members to the group.

    Accepted or Allowed Operator(s):
  • equal
  • notequal
  • greaterthan
  • lessthan
  • contains
  • notcontains

    Separate multiple values with a semicolon.

    Use numbers to indicate levels that determine how the filter works.
 Level|Attribute|Operator|Value
schedule  
  • Frequency and time when the membership is synchronized using custom attributes for the chosen group.
  •  one_time
  • daily|immediate OR daily|1 to 24 any value for schedule time
  •  weekly|0 to 6(indicates the days Sunday to Saturday)
  • 0 – Sunday
  • 1 - Monday
  • 2 – Tuesday
  • 3 – Wednesday
  • 4 – Thursday
  • 5 – Friday
  • 6 – Saturday
  •  monthly|1 to 30(indicates month day)Ex: daily|13
 To add one time:one_timeTo add daily:daily|immediate(immediate – indicate the next available slot)ordaily|13(13 – indicates 1 PM. You can use 1-24)To add weekly:weekly|0(0 – indicates Sunday. You can use 0-6)To add monthly:- monthly|7(7- indicates the 7th day of every month. You can use 1 to 30)
processing_style   The membership processing style for importing group members.— add_only: The system adds new admins and contacts. It does not delete the existing members even if it is not present in the imported file.— Add_only|static: existing group contacts have no impact other than adding new information.— add_remove: The system adds new admins and contacts. It deletes the existing profiles if it is not present in the imported file. add_only|staticoradd_remove
action Letters - Mandatory fieldAccepted values (case insensitive):— add – Adds new groups and adds/updates any new information to the existing groups— delete – Deletes any existing groups. addordelete