Orgo provides a data import function that facilitates the migration of existing data into the system. This feature supports importing users, assigning users to groups, and managing contacts for newsletters. Capabilities:
- Import Users: Allows for the bulk addition of users from an external source into the community.
- Import Users to Groups: Admins can assign a list of users to specific groups within the community.
- Import Contacts / Sync Newsletter Subscribers: Enables the import of contact information for individuals who may not have user accounts but are newsletter subscribers or community adherents.
- Go to ‘Import’ under the ‘Users’ section in the sidebar.
- Choose the appropriate import action:
- For user data, click on ‘Import users’.
- To assign users to groups, select ‘Import users to groups’.
- For contacts and newsletter subscribers, opt for ‘Import contacts / Sync newsletter subscribers’.
- Download the ‘CSV Example’ to understand the required format for data.
- Prepare your CSV file according to the example’s structure.
- Click ‘Choose file’ to upload your CSV file.
- Follow the prompts to complete the import process.