Home360Importing DataHow to Use the "Import Groups From Source" Feature

88.4. How to Use the "Import Groups From Source" Feature

For general instructions on using the Import Manager, please reference this help doc: Walkthrough: Using the Import Wizard

Step 4A of import process allows you to map import records to existing groups within your database. Prior to import, your csv file should include columns with the names of the groups you wish to map the records to and "Yes" in the column indicating which groups the records should be mapped to:

During Step 4A of the import, follow these steps to map the records to their respective groups:

1) Click the check box "Import Groups From Source".

2) Map the Source Column to the Destination Group.

3) Add and map additional groups by clicking "Select another group".

4) When finished, click "Next" and proceed with import as normal.

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