As an admin you can add groups in the Rydoo account. The groups in Rydoo are your company's cost centres.
Groups can be added in two ways:
- Add groups manually
- Import groups via csv file
In this article, we will explain how to import groups via csv:
1. Go to Admin settings.
2. Go to the Groups page.
3. Click Upload groups.
4. Download the CSV template by clicking Download it here.
5. Fill in the CSV file with the groups and group details and save the file to your computer.
Please do not make any changes to the CSV file (don't delete or add columns, or use a different font for example) and when finished, save it as a CSV file, else the upload will not work. Leave the columns blank, if you do not need them. However, keep in mind, some columns are required.
Be careful not to make typos in the branch name, the name of the branch needs to match exactly with the name of the branch in Rydoo.
To fill out this template correctly, please make sure to delete the sample row
The following table will give you an overview of the different columns:
|Column name||Required or optional field||Notes|
|Branch name||Required||Identical to the name you used in the settings|
|Branch ID||Required||Identical to the ID you used in the settings|
|Group name and group ID||Required||It is possible to have the same group name and group ID across branches. Within one branch it is possible to have the same group name, but the ID needs to be unique.|
|Parent ID||Optional||If you want to work with a parent group, create the parent as a regular group first and then fill it in here.|
If you need additional fields in the user details, you can create these. Learn more here.
NOTE (optional): Depending on your computer's settings, the file could look like the image below. If that's the case, follow the steps below.
a) From the downloaded file, Highlight the first column > Click Data > Choose Text to Columns
b) Choose Delimited > Click Next
c) Check Semicolon > Click
This is how it would look like after:
If you changed the import file from text to columns then, you will need to revert it back when you are done filling out the required information and ready to upload.
You will need to save import file as CSV UTF-8 format.
The steps below does NOT apply to Mac users.
In Windows, saving CSV UTF-8 format does not guarantee that it is semicolon delimited which Rydoo requires for all types of import. Below is the alternative way on how to change columns back to text.
d) Locate the saved import file, select, right click and open with Notepad
This is how it looks like
e) Replace all comma with semicolon by clicking Edit > Replace
f) Find comma "," , Replace with semicolon ";" and click Replace All
g) Click File and Save.