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

Export a Blank Group Template

  1. Hover over Administration and Click Export
  2. Select Group from the drop-down menu. Click Standard Group. Then, check the Export Blank Template box. Click Export.
  3. Open the downloaded template. Enter Group Names in the Group Template. Optionally, you may enter information under the rest of the columns. 

Export Page

Completed Group Template File

Import the Groups from the Template

  1. Click on Groups & Schedules in the menu-bar. 
  2. Click Bulk Add Group.
  3. Select Existing Template. Then, click Next
  4. Select Standard Group. Click Next. 
  5. Click Browse on the Group Import File Upload Page. Select your completed Group Template File. 
  6. View Import Results

Group Import Page

Importing Group Members

Export a Blank Group User Template

  1. Hover over Administration and Click Export
  2. Select Group User from the drop-down menu. Click Standard Group Member. Then, check the Export Blank Template box. Click Export.
  3. Open the downloaded template. Enter Group Names, Member Names, Group Member Types, PrimSecUser, Manager, and Sequence ID in the Group Member Template.

Template Fields

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

  1. Select the Group you want to add Group Members into.
  2. Click Bulk Add Members
  3. Select Existing Template. Click Next
  4. Select Standard Group Member. Click Next
  5. Click Browse. Select the completed Group Member Template file.
  6. View Import Results. 
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