Creating Groups and Grouping

5.1. Prepare a List of Groups for Import

Before you can import groups, you must first prepare a text file containing a list of groups that you want to create. The group list has required fields needed in order for the import to be successful. The file must include "groupname" as a field, and can optionally include "description". The following steps explain this process using Microsoft Excel.

Step 1: Open Excel and create a new worksheet by clicking File > New Workbook.

Step 2: In cell A1 enter "groupname" (case sensitive).

Step 3: Optional: In cell B1 enter "description" (case sensitive).

Step 4: In the rows that follow, enter names and descriptions for each of the groups (descriptions should be short with no commas).

Step 5: To save your file, click File > Save As. In the Format drop-down menu, change the file format to Comma Separated Values (.csv). Enter a name for your file, then click Save.