1.

Review Data Sets and Create Upload Files

To prepare the data for upload, create a blank spreadsheet for each of the following upload data sets:

2.

Export Existing Data

To export existing data:

1. In Tamarac, generate an Account Information bulk report to export data from all the accounts you want to add to groups. Include the Account Number, First Name and Last Name, and any other fields you want to use to configure group settings.

2. Open the Account Information bulk report on your computer.

3. In the Account Information spreadsheet, add and populate a Description column or First Name and Last Name columns for each account. These will become the description or first and last name for the new groups.

For information about account settings, see Maintaining Accounts. For information about group settings, see Creating and Modifying Groups.

For more information about running bulk reports, see Understanding Bulk Data Exports.

3.

Use the Existing Data to Populate the Upload Files

1. In the Reporting Group Information upload data set spreadsheet:

   1. Paste the Description or First Name and Last Name columns from the Account Information bulk report, along with any other group settings you want to configure. For information about group settings, see Creating and Modifying Groups.

   2. Remove any duplicate rows.

   3. Add a new Upload New Group Account ID column and assign a unique numeric ID to the accounts that will go in each group.

   

2. In the Reporting Group Direct Members upload data set spreadsheet:

   1. Paste the account numbers that you want to organize into groups from the Account Information bulk report.

   2. Enter the corresponding Upload New Group Account ID for each account. This links the account numbers with the new groups created in the Reporting Group Information upload.

   

We recommend that you review the Upload New Group Account IDs assigned to each account and confirm they belong to the correct group before doing the upload.

See Upload IDs in Action

In the Reporting Group Information upload data set, the Welch Family Group is assigned an Upload New Group Account ID of 111. The Wilson Family Group is assigned an Upload New Group Account ID of 222.

In the Reporting Group Direct Members upload data set, all Welch accounts are assigned an Upload New Group Account ID of 111. All Wilson accounts are assigned an Upload New Group Account ID of 222. This ensures all Welch accounts are matched with the Welch group and all the Wilson accounts are matched with the Wilson group.

4.

Upload the Upload Files

In Tamarac, on the Uploads page, create two new upload data sets in this order:

1. Create a Reporting Group Information upload data set. Use it to upload the data from your Reporting Group Information spreadsheet. This creates the new groups and configures the settings as you designate.

2. Create a Reporting Group Direct Members upload data set. Use it to upload the data from your Reporting Group Direct Members spreadsheet. This adds accounts to the new groups.

3. Click Upload.

We recommend that you uploading one group’s worth of data first to confirm the spreadsheets are set up correctly.

For more information on creating an upload, see Upload Bulk Data.

5.

Confirm the Upload and Review Errors

Confirm the upload and troubleshoot any errors on the Upload Status page. For more information on resolving upload errors, see Upload Status and Troubleshooting.