For Teams and Groups it is a 2 step process. They need to already exist in the system in order to do the linking. If we create or upload the teams first we can use the team's ID in the contact's csv to do the linking. For example, if you click on "Example Team", in the url you will see something like /teams/34. The number is the id of the team.
Then in our spreadsheet, instead of using "Example Team", we would put 34.
And then the same thing for the groups. Lets create them first and then use their IDs.
The csv would look like
+--------+-------+----------+
| name | team | groups |
+--------+-------+----------+
| Bob | 34 | 302 |
+--------+-------+----------+
Similar for the Assigned To field. It can't use a name (there might be 2 users with the same name). It needs an ID to know which user to assign the contacts to.
If you click the gear icon in the top left and then "Users" you'll come to this page https://site.com/user-management/users/
The ID of the user is the left ID column in the table.
You can use the id in the csv like so:
+--------+-------------+
| name | Assigned To |
+--------+-------------+
| Bob | 2 |
| Jane | 27 |
+------+-------------+
For Teams and Groups it is a 2 step process. They need to already exist in the system in order to do the linking. If we create or upload the teams first we can use the team's ID in the contact's csv to do the linking. For example, if you click on "Example Team", in the url you will see something like /teams/34. The number is the id of the team.
Then in our spreadsheet, instead of using "Example Team", we would put 34.
And then the same thing for the groups. Lets create them first and then use their IDs.
The csv would look like
+--------+-------+----------+
| name | team | groups |
+--------+-------+----------+
| Bob | 34 | 302 |
+--------+-------+----------+
Similar for the Assigned To field. It can't use a name (there might be 2 users with the same name). It needs an ID to know which user to assign the contacts to.
If you click the gear icon in the top left and then "Users" you'll come to this page https://site.com/user-management/users/
The ID of the user is the left ID column in the table.
You can use the id in the csv like so:
+--------+-------------+
| name | Assigned To |
+--------+-------------+
| Bob | 2 |
| Jane | 27 |
+------+-------------+