To import groups and group members, you must complete a template. This article will guide you through downloading the template, filling out the template, and then, importing groups and group members using the template.
Importing groups into your account
Download a blank group template
Click Groups & Schedules and Click Bulk Add.
Select Group from the drop-down menu.
Download a blank template to enter in the group information.
Open the downloaded template. Enter Group Names in the Group Template. Optionally, you may enter additional information under the rest of the columns.
Example: A Completed Group Template File
Add the groups from your completed template
Click on Groups & Schedules in the menu-bar.
Click Bulk Add. Then click Groups.
Next to Select File to Upload, upload the completed group template file. Click Next.
View the Group Import results.
Importing Group Members
Download a Blank Group Members Template
Click Groups & Schedules in the menu bar and Click Bulk Add.
Select Group Members from the drop-down menu.
Click Download Blank Template to enter the group member information you would like to add your account
Open the downloaded template. Enter Group Names, Member Names, Group Member Types, PrimSecUser, Manager, and Sequence ID in the Group Member Template.
GroupName = GroupName
MemberName = UserName
GroupMemberType = (1 – User, 2 – Group)
PriSecUser = (1 – Primary, 2 – Secondary)
SequenceID = Starting at 1
Completed Group Member Template File
Import Group Members
Click Groups & Schedules in the menu bar.
Click Bulk Add. Then click Groups Members.
Next to Select File to Upload, upload the completed group member template file. Click Next.
View Import Results