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How do I import groups?

TAO Portal provides a beta version of CSV Import, which allows admins to import groups via CSV file (rather than manually creating them in the Portal).

  1. Once beta features are enabled, in the Bulk import data window, select Download CSV templates.
  2. In your downloads, open groups.csv.
  3. In the CSV file, populate each selection field with your information according to the entities defined in each column (in the top row of the template table).
  4. Upload the file to TAO in the bulk import window. 

To update groups via csv file: 

  1. To update a group, you need to enter the mandatory entity values (group name). All other values can be updated.
  2. If a value in a column is left blank, the corresponding value is removed (if it is not mandatory, otherwise it will trigger an error).
  3. If a value in a column has a new value, it will replace the previous value.
  4. If the column is removed, the existing value will be kept.