To create a Group using a CSV file, see steps below:
1. Go to Admin > Under USER MANAGEMENT click Groups > select Upload Groups.
2. Click Download file.
You can also download Groups Template here.
3. Open the CSV file that you downloaded and enter all the necessary information.
Do not make any changes to the template or the upload will not work. Leave columns blank if you do not need them.
Do not make typos in the branch name, otherwise our tool will create a new branch for you.
Sample CSV file:
Group Field Details
4. After saving the document you can click on the button ‘Upload groups’ and click on the orange button ‘Upload file’ in the pop-up.
5. All the groups that were mentioned in the CSV file, will now be uploaded.
To fill out the CSV template correctly, click the article below:
For general guidelines concerning CSV import, click the article below:
To add groups manually, click the article below: