How to Manually Upload a List of Members in Regroup

Summary

How to Manually Upload a List of Members.

Body

For users who are set up as administrators for a group, follow these steps to manually populate the members:

Upload List of Members

  1. Create a spreadsheet with columns for first name, last name, and email address
    • No headers required
    • Save file as a .CSV
  2. Log into Regroup
  3. Search for the group the members need to be added to
  4. Click on Group Members in the left pane
  5. Click on the Add Members button
  6. Click the Upload CSV tab in the upper right-hand corner of the pop-up window
  7. Click the Browse button to locate the CSV file (that contains the SHU email addresses)
  8. Click the Upload button
  9. Map the columns in the CSV file to the Regroup attributes
  10. Click Submit
    • The members will be imported into the group and the length of time it will take depends on the number of names being imported

Manually Update Members

When updates are needed to the group do either of the following:

  1. Individually add or remove contacts
  2. Delete all current members and then upload a brand new list using the steps above

Details

Details

Article ID: 8566
Created
Tue 6/18/24 10:58 AM
Modified
Tue 6/25/24 2:08 PM