Group CSV Template

Use the group CSV template to define and upload the hierarchy of the user groups in your organization. A group hierarchy is needed to register learners into specific groups or organizations. Once your group structure is in place, administrators can better manage reporting and curricula assignments.

File Type

Must be submitted in CSV format
Must be encoded in UTF-8 format

File Names

As a best practice (not required), use a convention such as <mycompany>_groupUPDATE_<date>.csv, for example, skillsoft_groupUPDATE_05312014.csv.

Upload Guidelines

You must include all required fields.
- You can view all batch file rejections and individual failures, and the reason for these errors, in the Batch Upload report.
During an update operation, if an optional field is left empty, the existing value for a group is not changed.
Specify parent groups before subgroups. See Define the Group Hierarchy using the Group CSV Template.
Do not change the values in row 1 (column headers) or the import will fail.
Do not exceed the maximum field sizes (see table below).
Enclose fields with embedded commas in quotes.
- Quotation marks are not saved as part of the field value. If quotes are desired as the first and last characters of the field data, you must enclose them with a second set of quotes. For example, to upload "myName", you must enter ""myName"".

Upload Format

A group upload file contains several columns that organize the groups in an expandable tree structure. The column labels in the group CSV file are identical to the field labels that you see when you create a new group on the User Management page. The following table describes each field in the group CSV template:

Field	Required?	Max Text Size	Description
Name	Yes	240	The name for the group that is displayed on the User Management page.
Org Code	Yes, but only for an update operation	240	The unique, alphanumeric identifier for the group. The purpose of the org code is to uniquely identify the group in the system, as the name of the group does not have to be unique. If you do not specify an org code for a new group, the system assigns one to the group automatically during the import process using the format org_<number>, for example, org_18. However, you can change the org code for a group at any time. You can use the following characters: a-z A-Z 0-9 _ (underscore) - (hyphen) all Latin-1 characters that correspond to the following codes: #161 through #255, inclusive Spaces, tabs, and new lines are not accepted. Note: Do not change this value when performing a group update. To determine a group's org code, click Users & Groups > User Management, and navigate to the group in the hierarchy in the left pane. The org code for a group is displayed in parentheses beside the group name.
Display on Registration Page	No	See Description	Determines whether the group is displayed on the Self-Registration page. Acceptable values are: 0 - Hides the group on the registration page 1 - Displays the group on the registration page The default value is 0. Note: All groups displayed on the Self-Registration page must also display the parent group under which they reside. In other words, to display a subgroup on the Self-Registration page, you must first display its parent group.
Group Type	No	See Description	Indicates the type of group. Acceptable values include: `NORMAL` `ADVANCED` `ASSIGNMENT_GROUP` If this field is left blank the group data is treated as a NORMAL group.
Parent Group	Yes	240	The org code of the parent group for this group. A group with this org code must already exist. Capital letters are accepted, and the value must not contain spaces, tabs or new lines. The value __ means this group is a root group (has no parent). The position of this field in the group upload file will determine its lineage. Note:* Advanced groups may only be top-level groups. Assignment groups may only exist in the top-level group called Assignment Groups. The Parent Group field is ignored for both of these group types, and any changes to this column in the Group CSV template are ignored (groups cannot be moved to new parent groups using the Batch Add/Upload feature).