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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.

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 ID
BUNK-A,Bunk A,
BUNK-B,Bunk B,BUNK-A

In that example, “Bunk B” is nested under “Bunk A” because its Parent Group ID matches Bunk A’s Group ID.

  1. Go to Groups and select Import groups.
  2. Upload your .csv file.
  3. Map each field (Group name, Group ID, Parent Group ID) to the matching column in your file.
  4. Select Start import.
  5. Wait for it to finish — progress updates on screen.
  • 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.
  • 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.