Groups collection import

This file defines how to create new members of the Groups collection, and assign existing members of the Persons collection to them.

The import file creates or updates an existing group, or adds persons to the group. The import file cannot delete a group, or remove or replace a person assigned to the group.

The External Data Importer tool can generate a CSV template file, which can be used to import your data. Select Collection: Groups from the dropdown list, click the Export button, and save the file.

Column name Data type Assignment if empty Description
Name string row is skipped REQUIRED: Group name. If the value is empty, the row is not imported. If the Name value cannot be matched to an existing collection member, then a new collection member is created; otherwise the matching collection member's properties are updated.
Description string no value assigned Description of group's function or responsibility. A group's rows are collected into a set, so only one description is applied per import. Delete this column from the import file if you don't want the description changed.
Person Persons member no value assigned If specified, then the text is matched against members of the Persons collection. If the value is empty, then no person is assigned. If the person cannot be matched, then a new group is not created.


Learn More
Help Guide Contents [PDF]