Importing Groups
Import groups using a comma-separated values (CSV) file.
Before you can import groups, create a CSV file that is properly formatted for the import process. To create and prepare a file for import, follow these steps.
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Use these sample files as a starting point.
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Extract the compressed file and then open the
Groups.csv
file. - Optional. To familiarize yourself with the import process, consider importing just the demo data. You can then delete the unwanted demo data before you begin importing live data.
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Review and then delete any demo data in the
Groups.csv
file. -
Create an import file using the
Groups.csv
file. TheGroups.csv
file is a simple text file in a tabular format (rows and columns). The first row in the file defines the columns (fields) in your table. At a minimum, the file must have these exact column headings:-
Display Name
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Description
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User Members
Tip
Ensure that the fields in these columns are unique. Also, verify that the user names in the User Members column already exist in the identity domain.For each account, you create a new row (line) and enter data into each column (field). Each row equals one record.Important
The data provided in the CSV file must meet the following requirements:- The IDs of the users in the file must contain at least three characters. The names of the groups must contain at least five characters.
- The telephone numbers of the users that you want to import must meet the requirements of the RFC 3966 specification.
- The maximum number of rows in group import file must not exceed 100,000 and the import file size must not exceed 52 MB.
To create a CSV file, you can use a standard spreadsheet application, such as Microsoft Excel or Google Sheets, or you can use a text editor, such as Notepad or TextPad.
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Save your file in UTF-8 format. Saving the file in UTF-8 format ensures that non-English characters display properly.
- Open the CSV file with a text editor, such as Notepad.
- Save the file with UTF-8 for encoding.
Note
If you don't save the file in a CSV format with UTF-8 encoding, the import fails.