Edge Import - Group Loads and Feeds - Overview

The Group load type supports maintaining Group organizational unit (OU) metadata as well as user membership details. Both manual loads and automated feeds are supported for these two load types.

The Group Load supports the following functionality:

  • Create new groups
  • Update existing group metadata, including the following:
    • Standard and custom fields
    • Group hierarchy
    • Localization (Translation load)

The Group Membership Load supports the following functionality:

  • Assign groups to users
  • Remove users from groups

Review the latest template guide before initiating a new organizational unit load.

Considerations

With the legacy Group load in Data Load Wizard, group organization unit data and membership data were managed in a single load type. With Edge Import, this is managed in two separate load types.

Implementation

Organizations must activate Edge Import via the Edge Import tile in Edge Marketplace. To access the Edge Marketplace, go to Admin > Tools > Edge > Marketplace.

  • In Pilot and Stage portals, this functionality is available to be tested for free by selecting the Install button.
  • In Production portals, this functionality can be purchased and enabled by selecting the Purchase button.