What Can I Import? | Groopt

What Can I Import?

Currently, Groopt only supports .CSV file imports. We plan to support other file formats and third party integrations in the future. If you have a suggestion or request, please add it to the comments of this article - thanks! 

 


There are four record types you can create with a .CSV import:

  • User Contacts 
    Unique contact cards for people in your database with the following default fields: First Name, Last Name, Email Address, Physical Address and Phone Number
  • Roles
    Unique labels used to define a person’s relationship to the organization - you can import and assign multiple roles to a person by adding additional columns entitled "role" to your .CSV file.
  • Groups
    Unique records for the groups in your database - you can import and assign multiple groups to a person by adding additional columns entitled "group" to your .CSV file.

Custom Field Sets
You can import extra columns of data to include in a contact record. The data will import as a text field and the field name will adopt the name of the column. If you would like to import non-text field types, please contact us for a custom import quote by emailing get@groopt.com - thanks!