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Importing Group Records & Dynamic Criteria

New Member
Posts: 1
Country: United States

Importing Group Records & Dynamic Criteria

I just imported about 400 contacts for a new project.  These contacts will make up roughly 125-150 groups as each group averages about 3 people.  How can I import the Groups, and assign the Group membership as part of the import process?  Dynamic Criteria would even be fine.  In fact that may even be preferable.  I can reimport the contacts if necessary.  I just don't want to have to manually link 3 people at a time to over 100 Groups.  I know I must be missing something as I can't imagine Act would overlook something as obviously necessary as this.

 

Thanks in advance.

Moderator
Posts: 4,395
Country: USA

Re: Importing Group Records & Dynamic Criteria

Group membership and criteria will only transfer if you're doing an ACT! database to database import/export.
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Importing Group Records & Dynamic Criteria

If you have a field in the Contacts that identify what Groups they should be in, then you can set Group Membership Rules to dynamically link them.