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Home > Advisor View > Accounts, Groups & Households > Reporting Groups > Workflow: Create Groups With Uploads
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Workflow: Create Groups With Uploads
This workflow provides the steps for creating new groups and adding accounts to groups in bulk in Advisor View.
Learn more with this step-by-step video:
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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:
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To export existing data:
For information about account settings, see Maintaining Accounts in Advisor View. For information about group settings, see Creating and Modifying Reporting Groups. For more information about running bulk reports, see Bulk Reports. |
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Use the Existing Data to Populate the Upload Files To prepare the upload data sets:
ExampleIn 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. Best PracticeReview the Upload New Group Account IDs assigned to each account and confirm they belong to the correct group before doing the upload. |
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In Tamarac, on the Uploads page, create two new upload data sets in this order:
Best PracticeConsider uploading one group’s worth of data to start with to confirm the spreadsheets are set up correctly. For more information on creating an upload, see Bulk Data Uploading. |
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Confirm the Upload and Review Errors Confirm the upload and troubleshoot any errors on the Upload Status page. For more information, see Bulk Data Uploading.
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Once you've added accounts to groups, you can add the groups to Households, display them in the client portal, and start running reports based on groups. For more information, see:
Learn more about:
Accounts: Maintaining Accounts in Advisor View
Bulk reports: Bulk Reports
Uploads: Bulk Data Uploading