How do I add people from one group to another group?

Anonymous Blackbaud User

One method that can be used for adding members of one group to another group is called group assignment upload.

***To get the csv file of the first group that you are wanting to add to the second group:

1) Go to Mailmerge under Constiuent360

2) Click "Create a New Mail-Merge".

3) Enter mailmerge name, author, decription, security category (can leave this General)

4) From the list on the left, select Email/Email, click add selected

5) Click Next step button.

6) Select the Groups from the filetree, Click confirm.

7) View the status of the Mail-Merge, which should be "queued" or "in process."

8) Click on Refresh at the bottom of the table next to the Done button.

9) Mail-Merge file is complete when status reads "Generated."

10)Click on blue floppy-disk icon to download as a csv file.

***To modify the csv file from mailmerge to get it ready for group upload:

1)Change the csv file so that there are two columns:

2)Change the Email/Email to PRIMARY_EMAIL

3)Add a column called EXT_GROUP_ID

4)Populate the EXT_GROUP_ID column with the group ID of the group to which you want to add these people

5) Save as a csv file

***Follow these steps for uploading files that specify Convio Group IDs:

1) Go Import/Export

2) Select the operation: Group Assignment Upload

3) Upload the CSV file with the upload data

4) Click confirm to run this operation

5) Click on the Refresh button. (Some operations might take a couple of minutes to complete execution.)

6) Click on the operation name in the Data Sync Log to view the summary of results.

7) If = + then he operation was SUCCESSFUL.

8) Else, go back to the Data Sync Log and click on Download available to download a detailed error report.

Go to the group where the contacts were uploaded to verify that you see the added contacts