How to Import Groups

Navigation

Go to Dashboard > Menu > Inventory > Groups.

Click on Import

The Groups page will be displayed. Click on the Three Dots(⋮) button in the top right corner and then click on the Import button.

Click on Import

The Import History page will be displayed. Click on the Import button in the top right corner.

Click on Download

The Import page will open for importing group details. Download the provided Template file. This file usually comes in CSV or Excel format and contains the necessary fields for uploading group data.

Save the File in CSV or Excel Format

Fill out the Downloaded Template with the opening group details for your groups and save the file in CSV or Excel format.

Click on Submit

Go back to the system's Import of Groups window and click on Upload File or Browse to select the file you've prepared, then click the Submit button.

Updated Import Groups

Once the Import is complete, you can check your Import History to ensure the opening import details are updated correctly for each group.