Import groups in bulk (CSV)
If you have many groups — or a nested structure — import them from a CSV instead of creating each one by hand.
Prepare your CSV
Section titled “Prepare your CSV”Your file needs these columns:
| Column | Required | What it is |
|---|---|---|
Group name |
Yes | The group’s display name (for example, “Bunk A”). |
Group ID |
No | A stable ID you choose. Leave blank to have one assigned automatically. |
Parent Group ID |
No | The Group ID of the parent group. Leave blank to place the group at the top level. |
Column names do not have to match exactly — during import you map your file’s headers to these fields.
Download the starter template on the import screen (sample-import-groups.csv). It looks like this:
Group ID,Group name,Parent Group IDBUNK-A,Bunk A,BUNK-B,Bunk B,BUNK-AIn that example, “Bunk B” is nested under “Bunk A” because its Parent Group ID matches Bunk A’s Group ID.
Import steps
Section titled “Import steps”- Go to Groups and select Import groups.
- Upload your
.csvfile. - Map each field (Group name, Group ID, Parent Group ID) to the matching column in your file.
- Select Start import.
- Wait for it to finish — progress updates on screen.
After the import
Section titled “After the import”- Groups whose Group ID already exists are updated; new IDs are created.
- If any rows fail, select Download error report to get a copy of your file with an error column explaining each problem row. Fix those rows and re-import just them.
Rules and limits
Section titled “Rules and limits”- The file must be a CSV and no larger than 10 MB.
- The tree can be up to five levels deep.
- A Parent Group ID must refer to a group that exists (or appears elsewhere in the same file).
- Each Group ID must be unique within your institution.
AllergyAIDE documentation explains how to use the product. It is not medical advice.