Importing Members

Assuming your Group Accounts Add On is properly configured, you can leverage the Import Members from CSV Add On to import existing members with a parent to child relationship by following the steps below.

Note that before importing child accounts, you must first import your parent accounts. The import relies on an existing parent account’s Group ID, Email Address, or unique User Login.

1. Prepare your import files. It is best practice to prepare two import files. One for the parent members and one for the child members.
2. Parent File: Add pmprogroupacct_group_total_seats as a column heading. Enter the number of seats on the row that is going to be parent.
3. Import the file to add the parents. This will create the groups and group IDs that are required to import the child accounts.
4. Locate the Group IDs by navigating to each parent’s Edit Member screen and selecting the Group Accounts panel.
5. Child File: Add pmprogroupacct_group_id as a column heading. Enter the group ID for the member that should be a child to a specific group parent.
6. Import the file to add the children.