Group Import
The group record is a way of grouping entities. The supported types of entity groups are:
-
Contact Group
-
Customer Group
-
Employee Group
-
Project Group
-
Partner Group
-
Vendor Group
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.
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 |
|
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 |
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.