Update manual site groups with a spreadsheet

Update spreadsheets save time and allow you to update multiple items at once.

Update spreadsheets typically display two columns for each attribute, updates should be entered in the white columns.
Always download a new spreadsheet before you begin adding information because each sheet is populated with data from the database.

Formatting rules

All information should be entered as text or dates.
You can add sheets if needed, UtilityManagement only processes the sheet named DataEntry.
Do not remove columns.

In the Create dialog, click Setup Spreadsheets.

From the Setup Spreadsheets Log, click Download. The download menu lists spreadsheets matching your permissions.
Under Update Spreadsheets, select Groups: Site Group Members.
Set the filters as needed to limit the amount of data in the spreadsheet.
Download the spreadsheet.
The file name format is yyyymmdd-UPDATE_SiteGroups.xlsx.
Add your spreadsheet and save.
Upload the information into UtilityManagement with Import.
The Setup Spreadsheets Log reports the results and any errors. You can download the error (kickout) spreadsheet from the hyperlink, fix any errors, and upload the error sheet.

Available update columns are listed below.

The update Groups: Site Group Members spreadsheet lists all manual groups and current members.

Add members to groups by inserting new rows for the specific group in the spreadsheet.
Remove members by deleting the row or the entry.
Every group and all members are reprocessed when the spreadsheet is uploaded.

Available update columns are listed below.

Column	Rules
Site Code	Delete or add building code. It may be necessary to insert a row into the correct group.