Importing contacts and linking them to a group.

Importing contacts and linking them to Events (or Groups or Organisations) is done in two steps but still uses the same spreadsheet. You will need to add an additional column to the spreadsheet headed "Groupname" and insert the name of the group you want to add a contact to, into the relevant cell. Make sure that the group, event or organisation has already been created. You cannot add contacts to a group that does not exist.

• Step 1: Import contacts (the GroupName column heading will be orange during this step).
• Step 2: Select "Add to Group, Org or Event" from the dropdown on the import screen, browse for your file again and save. Preview and check for errors (the GroupName heading will be recognised as long as the event or group exists.) There is an alternative way to do the second step - as long as all the contacts on the spreadsheet have been imported in the first step. Once you have completed step 1, and the entire spreadsheets has been imported, go to the Groups search area and type in CSV, then click on the Groups button. The search should bring up the import you have just done - check the date after the ~csv. Click on the group name (ie ~csv_Fri18Dec2009_12:47:33) and you will be able to edit the group name. Change the name from the ~csv to what you need it to be - and click on save.
• If you need to add the newly imported contacts to an existing group you can complete Step 1 - so import the contacts, once you have clicked on save - you will see the csv group name (~csv) at the top of the screen in an orange banner. Search for the group you want to add these imported contacts to and activate it - so it appears in the green banner at the top of the screen, then search for the ~csv.... group - and check the checkbox for the group. Then click on Add all contacts to active group in the green banner.

You will not be able to add the contacts to the group, event or organisation if the contacts have not been imported (Step 1) as there are no contacts that can be linked.