Import groups to further categorise your
Core HR > Account Data > Import Data
Importing groups
To start a new file import, go to Core HR > Account data > Import data and click Create new.
Open the Type dropdown list and select ‘ groups’. This name may change depending on your chosen terminology for .
The purple bar under the file selection will then update to include a ‘Click here’ link for downloading a CSV template that includes all the fields necessary to get importing.
More general information on preparing import files can be found in Importing data overview.
group import requirements
The import will require a unique ID for the group, a name and group type. You can then optionally include a comma separated list of IDs to include in that group.
Group Types will need to be set up first in Settings > Company Settings > Core HR under ‘Groupings’.
Once you have imported the data successfully, it will show up and can be edited under Core HR > Organisation Structure > Groups.
| Name | Data type | Length limit | Example | Mandatory | Description |
| ID | String | 20 | GR10001 | Yes |
A unique identifier for the group. An ID can be comprised of text and/or numbers up to 20 characters in length. If the ID used belongs to an existing deleted group, it will be un-deleted.
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| Name | String | Victoria | Yes |
A short name given to the group to make it easy to identify in drop-down lists and reports.
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| Type | Reference | State | Yes |
The single name of the group type this group belongs too. Group types are defined on the ‘Settings -> Company settings’ page.
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| Areas | Reference List | AR10001,AR10002,AR1003 | No |
A comma separated list of the area IDs within the group. Each must match a predefined, non-deleted area ID or it will be ignored.
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