Importing Group Members from a CSV File

Import group members from a CSV file.

Instead of adding users manually to a group, you can add users from a CSV list. With a CSV list, you can assign users to both newly-created and existing groups.

Note:

With each import, you can only import members for a single group.

  1. Navigate to Customer Settings > Groups.
  2. You have two options:
    • Create a new group and import members from a CSV file (see Section a)

    • Add members from a CSV file to an existing group (see Section b)

    1. Click on Add.

      A form is displayed.

      Figure 1: Import group members for a new group from a CSV file
    2. Select an existing group at the bottom of the page and click on Manage members.

      A form is displayed.

      Figure 2: Import group members for an existing group from a CSV file
  3. Click on Import list from CSV file.
    Note:

    Only group members for the group that is currently selected are imported from the CSV file.

    A file selection window opens.

  4. Select the desired CSV file.
    Important:

    To ensure that an external CSV file with group members can be imported into the Control Panel without errors, special rules regarding the file format and content structure as well as a valid syntax must be observed (see CSV Files for Group Member Import).

    All group members imported from the CSV file are displayed under Assigned to group.

    Note:

    The following rules apply to the import of group members from CSV files:

    • Group members that are already assigned to another group are also imported from a CSV file. The group members are displayed under Assigned to group. As soon as you save the updated group, the system checks whether the group members are already assigned to another group. If the list contains group members of other groups, an error message appears. Remove all group members of other groups and save the updated group.
    • If entries are imported from multiple CSV files, duplicate entries are automatically detected within different CSV files. Duplicate entries are imported only once and displayed under Assigned to group.
    • Duplicate entries within a single CSV file are imported only once and displayed under Assigned to group.
    • Invalid entries are also imported from a CSV file and displayed under Assigned to group. As soon as you save the group, the system checks whether the entries are valid. If the list contains invalid entries, an error message appears. Remove all invalid entries (see CSV Files for Group Member Import) and save the group.
  5. Click on Add or Apply changes to save your changes.

    The group is saved.

    Important:

    If the list under Assigned to group contains invalid entries or group members of other groups, an error message appears. Remove group members of other groups and invalid entries from the list and save the group.

You have added group members from a CSV file to a group.