Group Import

The group record is a way of grouping entities. The supported types of entity groups are:

Members can be added to a group record depending on the type of group record. For example, a customer group record can have one or more customers as members.

Groups can be static or dynamic. You can create and update static groups using the CSV Import Assistant.

Note:

Be aware that you cannot create a static group with more than 10,000 members. For groups larger than 10,000, you must create a dynamic group.

For more information about groups, see Working with Groups.

In the user interface, you create Groups records at Lists > Relationships > Groups > New.

For details about fields that can be mapped in this record, see the SOAP Schema Browser’s Entity Group reference page. You can use the field definitions here as a basis for creating your own CSV import template file. For information about working with the SOAP Schema Browser, see SOAP Schema Browser.

The Import Assistant is available at Setup > Import/Export > Import Tasks > Import CSV Records. After you select the record type for import, you choose the import character encoding. For more information, see Select a Record Type for Import and Choose Import Character Encoding.

Group Fields

When importing groups, it is important to use the correct value in the Group Type field. The values are:

Record Type

Group Type CSV Field Value

Contact

Contact

Customer

CustJob

Employee

Employee

Partner

Partner

Project

Job

Vendor

Vendor

The best practice for importing groups is to import the groups record first and then update it with the group member sublist.

Supported Group Sublist Imports

The Groups import supports the import of the following sublist data:

Sublist

Notes

Group Members

Can be updated using Internal ID, External ID or Names key field for the group member.

Group Collection CSV File Example

The following table shows how you might format your CSV file when importing group records.

Group File

Name

Group Type

Owner

External ID

Billing Group

Comments

Email

Inactive

Private

Restrict To

VIP Customers

CustJob

Admin Name

VIP001

T

Group of VIP customers

F

F

Group Members File

External ID

Entity Group Group Members : Name

VIP001

J Doe

VIP001

M Smith

VIP001

K Wolfe

Note:

The External ID column in both tables refers to the External ID of the group. If you use External IDs for the group members, they should be populated in the Entity Group Group Members column of the Group Members file.

Additional Information

Importing CSV Files with the Import Assistant
Guidelines for CSV Import Files
Tips for Successful CSV Imports

Related Topics

Relationships Import Type

General Notices