Overview
You can efficiently create multiple groups by importing a CSV (Comma Separated Values) file. This method saves time when setting up or managing large numbers of groups. Ensure your CSV follows the correct format, map the fields, and upload the file to add groups in bulk. A sample CSV file is available to guide you through the process.
Upload and Map your CSV File
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Navigate to the Recipients tab to access All Groups or My Groups
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Click the Create Groups dropdown in the top right corner.
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Choose Import CSV File to open the Create Groups by Importing a CSV File page.
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Download the sample CSV by clicking Download an example CSV.
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Open the downloaded CSV and populate it with your group information and attributes. Refer to the topic CSV Syntax Guide for Group Imports for guidance.
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Save the CSV file, then click Browse to locate and select it from your computer.
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Click Upload to populate the data in the Map Your Data section.
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Verify the number of members recognized by the system.
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If the CSV file includes a header row, ensure the Skip importing the first row checkbox is enabled to prevent importing header values as a group or attribute. This option is enabled by default.
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Map the CSV fields to the system's database fields by selecting the appropriate attribute from the Assign Contact Attribute dropdown for each Imported File Header column.
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If a custom attribute is missing, navigate to the Custom Attribute tab in the Contact Management section to add it.
Note: Mapping involves matching your CSV fields to the application's database fields to ensure accurate data import.
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Click Add Groups to complete the import.
Additional Notes
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You can remove an uploaded CSV by clicking Remove.