Groups collection import

This file defines how to add new members of the Groups collection, and add existing members of the Persons collection to the group.

The import file cannot delete a group, or remove or replace a person in the group.

The Batch 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 Value 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 added; otherwise, the matching collection member's properties are updated.
Description string no value 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 If specified, then the text is matched against members of the Persons collection. If the value is empty, then no person is added. If the person is specified but cannot be matched, then the row is not imported.


Help Guide Contents [as PDF]