Preparing the CSV File

  1. Download the Sample CSV file to import groups from: Groups.csv
    • At a minimum, the file must have these exact column headings:
      • Display Name
      • User Members
    • You can have additional (not mandatory) columns with the exact column heading names as below: 
      • Description
    • The User Members Column should include the User Names/User IDs. The User Members Column can include multiple user names, so ensure there is a semicolon (;) after each user name when entering multiple user names. Ensure that the user names in the User Members column already exist in the identity domain.
  2. 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.
  3. Review and then delete any demo data in the Groups.csv file.
  4. Create an import file using the Groups.csv file. The Groups.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.
  5. Save your file in CSV format with UTF-8 encoding. Saving the file in UTF-8 format ensures that non-English characters appear properly.

Note:

  • Ensure the group name adheres to the naming convention when creating groups in the Identity Provider. Ensure the group name is always in uppercase letters.
  • The group name must always have the prefix as Property, Chain, or Enterprise code followed by '-' before the group name.
  • For example, HOTEL1-FRONTDESK where HOTEL1 can be either an enterprise code, chain code, or property code, and FRONTDESK is the group name.