Before starting an upload, make sure you have read the information available in the Introduction to TDI and Importing data with TDI articles and followed the guidance provided.
Mandatory file:
Optional file:
- None
Prerequisites:
None required. Groups can be linked to Users, Customers, Locations, Items, Parents, Other accounts, and Shipments. Add any groups first and use the corresponding optional template when uploading the linked entities in order to establish the association.
Important Note: Fields bolded and marked with an asterisk (*) are mandatory.
Filename: group.csv
|
Field |
Description |
Values/codes |
Conditions |
Format/restrictions |
|
id* |
Unique system ID for the entity. This ID is used anytime you would like to make updates or changes to the Group in TDI, including when adding Users or other entities. |
If you do not have an existing ID to use in this field, you will need to create one. |
Required. |
Important note: IDs cannot have blank spaces. |
|
name* |
The name of the Group. |
- |
Required. |
No character restrictions. |
|
description |
A description of Group. |
- |
- |
No character restrictions. |
|
userId |
Enter respective User ID. |
- |
- |
No character restrictions. |
|
permission |
User permissions can be assigned at the Group level. |
Contributor Editor Owner Admin Viewer Financial Admin Operator Custom role |
Important Note: Custom roles must be created in your Turvo tenant before they can be used in TDI. |
Enter the name of the corresponding role to assign the correct permissions level for the Group to the User. |
<%= heading %>