'Group Import' functionality in Brightidea


Brightidea now has a feature to import users into pre-existing groups in Enterprise.  
It will be located under Enterprise Setup --> Users --> Group Import

                                    

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    • First, "Download Group Import Template" to your desktop.                                                              
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    • Please Note: Groups and users must be created prior to the import.
    • Save your template in .xls format
    • Upload your file by selecting: "Upload File"
    • The wizard will confirm:
      • If the member already exists in the group
      • If the member exists in the system.
      • You will then have the option to import the correct ones or go back to edit by selecting "Cancel"                               
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    • Once you are finished, select "Import"                                                                                                              
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  • The administrator will receive a pop-up confirmation.  Finished!
  • If you need to run multiple group imports - please refresh your page after each finished import to start clean with each batch. 

Other Things to Note:

  • When you try to use Bulk Group Import and some of the email addresses are either not in the system or in the system - the wizard will check for that - it will account all duplicates, not registered users, or add user to a group more than once.
  • Adding additional fields in the template will not create new profile fields.
  • We recommend no more than 500 rows per each import to alleviate any performance/timeout issues with the network. 
  • Users are not created using the group import feature - if you need to create new users in an import setting - please leverage the user import feature
  • If you need to create your group(s) manually first - use this step by step process.
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Comments

  • Avatar
    Damian WDO

    I'm about to import and it's saying to me, even though I've got email addresses in the email column and one group name in the group column:

    130 groups will be created

    Is this just a bug and 130 groups will not be created?

  • Avatar
    Ron Orlovetskiy

    Hi Damian,

    I believe that's just an incorrect label there, please go ahead and import. Just make sure the group is indeed the same for all users.

    Thank you,

    Brightidea Support

  • Avatar
    Rafaela Sanzi

    Can I import users are not registered yet to a group? I have already import the users but they haven't access brightidea for the first time yet.

  • Avatar
    Daniel He

    Hi Rafaela,

    Yes, if the users exist in your system (e.g. imported using user import), they can be added to a group. They do not need to have logged in.

    Best,
    Daniel He
    Brightidea Support

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