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Importing groups

Roles and permissions

The following roles can import groups:

  • Administrators

  • Compliance managers

If your organization has a large number of groups, you can import them into Hyperproof via CSV.

Step One: Downloading the example CSV

The easiest way to start importing your groups is by downloading Hyperproof's example CSV. The example CSV file provides the exact template for successfully importing groups into Hyperproof.

  1. From the left menu, select Settings.

  2. Select the People tab.

  3. Select the Groups tab.

    groups-tab.png

  4. Click Import.

    The Import groups window opens.

  5. Click Download the example CSV.

    groups-example-csv.png

Step Two: Editing the CSV

Replace the contents of the example CSV file with your own users and groups. Be sure to follow the format of the example file, as well as the instructions on the page, to ensure that your groups can be successfully imported.

Note

The CSV must contain ALL headings listed below even if they are optional. Keep in mind that headings are case-sensitive!

Heading

User

Must be formatted as FirstName LastName (email address), i.e. Jennifer Cook (jcook@lunabtechnologies.org). This field is required.

Note: If the user doesn't exist in Hyperproof, they are added as a contact.

Group

The name of a group for the user to be added to. This is an optional field.

Note: If the group doesn't exist in Hyperproof, it is created.

Lead

Designates the user as the group lead. This is an optional field.

Accepted value: TRUE

Below is a snippet of a sample import file.

example-csv-groups.png

Step Three: Importing the CSV

After you’ve made the necessary changes to the CSV, it can be imported into Hyperproof.

  1. Drag and drop the CSV file into the Upload CSV File field, or click Select file to upload to upload it manually.

  2. Click Import.

    Hyperproof checks the CSV to ensure that there are no errors. You’ll be alerted if Hyperproof encounters any errors.

  3. If Hyperproof didn’t detect any errors, click Next. If Hyperproof detected errors, do one or both of the following:

    1. First, use the Error viewer to identify the errors. Second, correct the errors directly in the CSV. This ensures that the CSV is up-to-date should you need to re-import in the future.

      Tip

      Use the forward and backward arrows to cycle through the errors. The Error viewer gives specific information on what needs to be corrected.

    2. Remove rows that contain errors by clicking Remove all rows with errors. Note that this doesn't remove any data in the actual CSV.

  4. Click Next.

    The CSV is imported.