Groups Bulk Import

Groups Bulk Import

Overview

You can use the Groups Bulk Import to create new Groups and assign Users to those Groups as an alternative to creating each Group individually. 

Note: You will need access to Groups (Mobile Forms Administrator) in order to access this functionality.


How to Bulk Import Groups

1. Navigate to Admin > Groups.
2. Click on the  Import Groups button.


3. Click on  Click here to download the CSV Template for Bulk Group Imports.


4. Open the CSV Template file and enter the Group Names and Users as needed.  You can only add existing Users to a group and the usernames need to exactly match the existing usernames in the Portal. You can enter multiple usernames separated by commas with no spaces.
5. Save your Groups Bulk Import file to your local computer.
6. Upload your Groups Bulk Import file to the Portal using the same window where you downloaded the template (Admin > Groups > Import Groups).

      A. Choose the Groups Bulk Import file that you wish to use.
      B. Click the  Submit button.
7. You will receive an email confirmation for your new Groups including any errors encountered.


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