Community
Showing results for 
Search instead for 
Do you mean 
Reply

Importing to update group membership

Copper Contributor
Posts: 31
Country: United States

Importing to update group membership

I want to update group membership for a number of contacts (related to status of a campaign).  I thought the easiest way would be to export, make the changes in Excel, and then import.  However, as I read it (and try it), I can only import/export contact records or group definitions, not associations.

 

Am I missing something?

 

I guess I can do this in several stages by using a User field, and then selecting the User field to do a lookup that then allows me to move the group membership around.  But this probably isn't much better than using a full contact list to select from.

 

Is there a better approach?


Thanks

Mike 

Moderator
Posts: 4,395
Country: USA

Re: Importing to update group membership

[ Edited ]

Mike,

 

Importing group membership is only retrained with database to database imports/exports.

 

There are addon products that will allow you to assign group/company memberships when importing Excel documents.  One that comes to mind is ImportIt.  

 

Please submit a feature request to be considered in a future version - http://www.act.com/community/feature/

Message Edited by dlunceford on 09-12-2008 02:35 PM