Creating Groups and Grouping

5.2. Create Groups through Import

Step 1: On the Groups page, click Import groups. The Import groups page will open.

Step 2: Click Choose a file. The File Picker pop-up window will open.

Step 3: In the File Picker pop-up window, click Upload a file. Then, click Choose File to select the CSV file from your computer. Once you select the file, the name will appear next to the Attachment box. Click Upload this file. The File Picker pop-up window will close, and you will see the file listed on the Import groups page.

Step 4: Click Import groups. The import process will begin, and a confirmation page will open.

Step 5: If your import is not successful, check your CSV file and ensure that the column headings are correct. Also, if you included groups descriptions, considering shortening them and removing any commas.