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Bulk Group Creation (Admin Portal)

Create multiple Groups (Sites) at once using a CSV upload.

Lauren Baird avatar
Written by Lauren Baird
Updated this week

Primary Role: ANVL Business Administrator (BA)
Learning Focus: Apply

Why It Matters

  • Enables consistent site creation at scale

  • Group configuration affects:

    • Workflow deployment

    • User access

    • Reporting and analytics


When to Do This

  • Creating one or more new Sites (Groups)

  • Expanding to new regions or divisions


Steps: Bulk Group Creation

  1. Open the ANVL Admin Panel

  2. Navigate to Bulk Group Creation

  3. Download the provided CSV template

  4. Enter one row per Group (Site), completing required fields [Group (Site) Fields Reference]

  5. Save the file as .csv

  6. Upload or drag and drop the CSV file

  7. Review the rows in the validation table

  8. Correct any issues directly in the table, if needed. Click Save after making changes.

  9. Select Submit to create the Groups.

  10. Verify the new Groups in Group Management


What Can Be Set During Bulk Group Creation

  • Group Name

  • Time Zone

  • Group Tags (including required groupType)

  • Emergency contact fields (if applicable)

  • Group-level timing and notification settings (if enabled)

For field definitions, formats, and required values, see Group (Site) Fields Reference.


Watch Out For…


What You Should See

  • Submission results returned after upload

  • Groups listed in Group Management with:

    • IDs

    • Names

    • Tags and metadata

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