Author Topic: how to import contacts/members into groups? (Read 8847 times)

webguy2 · February 06, 2009, 08:34:16 am

I have one columns in the csv file for each group and it's a Y/N field. How do I import these people into groups?

Many thanks.

Kurund Jalmi · February 06, 2009, 10:49:17 am

Method 1:
Currently you can add all imported contact to a group(s), you cannot add some to one group and others to another. So split your csv file for each group and import it separately.

Method 2:
Create a custom group with fields yes/no (searchable) corresponding to each group.( Eg: group1 yes/no , group2 yes/no etc. ) Then import contact and map custom fields accordingly. Created groups Group 1, Group 2 etc. Using Advanced Search search for Contacts with custom field group 1 -> yes, then using Task action "Add Contacts to Group" add those contacts to Group 1, repeat same for all Groups. Once you finish assigning you can delete custom group.

HTh

Kurund

webguy2 · February 06, 2009, 10:59:32 am

Thanks. I've already done all the prep work for option #2. However, I do not see the group names in the drop-down list when I import contacts. Do the group names need to be public?

Kurund Jalmi · February 06, 2009, 11:06:38 am

Quote

However, I do not see the group names in the drop-down list when I import contacts. Do the group names need to be public?

You won't get Group's in Dropdown (in Step 2), you will get Groups in Preview stage.

Kurund

webguy2 · February 06, 2009, 11:35:32 am

So having Y/N columns for each group does me no good since the preview appears to only allow me to add all imported contacts to a group or two. I can not use the columns in the imported data to define the group they are in - right?

In other words, it looks like I will HAVE TO divide all import data by groups and import them separately.

Is that right?

Many thanks.

Kurund Jalmi · February 06, 2009, 11:43:19 am

- Have you created custom group and custom fields (yes/no ) for each group?
- After that in mapping stage map contact with custom fields (Not groups), custom fields should be available in drop downs.

Kurund

webguy2 · February 06, 2009, 01:25:51 pm

To clarify, I need to create a Group called XYZ and a custom field called XYZ that is a Y/N field, right?

If so, I have already created the groups and would simply need to create custom fields by the name name as the group, right?

Kurund Jalmi · February 06, 2009, 02:03:42 pm

Quote

To clarify, I need to create a Group called XYZ and a custom field called XYZ that is a Y/N field, right?

Yes

Quote

If so, I have already created the groups and would simply need to create custom fields by the name name as the group, right?

Yes

Kurund

webguy2 · February 09, 2009, 10:22:55 am

I copied the group names verbatim to custom data Y/N fields. I imported contacts then imported again as members with minimal matching field. None of the contacts were imported into groups.

Of course I matched the field from the dropdown to the imported field.

Any ideas?

Kurund Jalmi · February 09, 2009, 10:31:31 am

Quote

Using Advanced Search search for Contacts with custom field group 1 -> yes, then using Task action "Add Contacts to Group" add those contacts to Group 1, repeat same for all Groups. Once you finish assigning you can delete custom group.

Now you need to do above steps. So basically now you will be manually adding contacts to groups based on custom data that you imported.

Kurund

webguy2 · February 09, 2009, 11:06:01 am

I see, it doesn't automatically put them in the groups, it just identifies them for manual group affiliation?

Kurund Jalmi · February 09, 2009, 09:17:49 pm

Quote

I see, it doesn't automatically put them in the groups, it just identifies them for manual group affiliation?

Right.

Kurund

webguy2 · February 10, 2009, 05:50:27 am

Got it - it worked - many thanks.

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Author Topic: how to import contacts/members into groups? (Read 8847 times)

webguy2

how to import contacts/members into groups?

Kurund Jalmi

Re: how to import contacts/members into groups?

webguy2

Re: how to import contacts/members into groups?

Kurund Jalmi

Re: how to import contacts/members into groups?

webguy2

Re: how to import contacts/members into groups?

Kurund Jalmi

Re: how to import contacts/members into groups?

webguy2

Re: how to import contacts/members into groups?

Kurund Jalmi

Re: how to import contacts/members into groups?

webguy2

Re: how to import contacts/members into groups?

Kurund Jalmi

Re: how to import contacts/members into groups?

webguy2

Re: how to import contacts/members into groups?

Kurund Jalmi

Re: how to import contacts/members into groups?

webguy2

Re: how to import contacts/members into groups?