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Import Group Member Data

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Level: Administrator

Your Administrator can upload the group member data into the directory.

Contents

Step 1. Open the Group member import form

  1. From the Home screen, click the Directory tool and the Directory screen displays.
  2. Click the Groups tab. 
  3. Click the New groups drown-down.

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  1. Select the Import group member data and the Group member data import panel displays.

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Step 2. Download and prepare the file

  1. Click the sample_file.xlsx button and the file is downloaded.
  2. Navigate to the downloads folder and open the file.
  3. Complete the data in the spreadsheet and the Group Data Requirements and Business Rules for the Standard Fields are listed below.

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Step 3. Upload your file

  1. In the Upload your file area, either: drag and drop the file onto the area OR click the Browse file link to browse to the file and select it. Then the file uploads.
  2. Click the Review your data button.

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  1. Click the Complete import button. The file import starts and you will see a notification with the message "Upload Completed and group memberships updated successfully.

Group Member Data Requirements and Business Rules

Standard Fields

Field Name Required Field Business Rules

User_Email

Yes

Valid email address of the user (must exist in the system)

Group_Name

Yes

Valid group name that exist in system

Delete

No

Expected value Default = No

Accepted value: Yes/No (Case insensitive)