CivicReady offers you three types of CSV processing styles at the Network level. By default all groups will have the same type of processing style.
Once logged in navigate to your admin settings page. Under the General tab in the Integration Settings link you will find database integration processing styles.
Normal Processing Style
The system will automatically add any users who are not already in the system. For users already in the system, it will append any additional data (such as emails or phone numbers) without deleting existing information **. Options for Deletion and Modification are noted below.
If a database ID is present any data with the exception of the primary email will be replaced
Active Roster Processing Style
The active roster processing style will allow you to automatically remove members who are not included in your import request. Please note users must be members of a group. Any user not associated with a group will be retained.
With this processing style you can import only your active members at a regular interval and anyone who is inactive (not included in your most recent import) will be deleted from the Regroup database.
Any users who self-registers has the possibility of being removed by the active roster processing style. If you would like to protect them, please contact Regroup Support.
Purge Processing Style
The purge processing style will allow to overwrite the existing user data and only retain the data in your import request. The only exception is the data entered manually via our web portal is protected.
Users who are in the Regroup database and belong to one or more groups but are not in the incoming import file will be removed from the Regroup database. Users who do not belong to any groups and who are not included in the incoming import will NOT be deleted from the Regroup database.
Any users who self-registers has the possibility of being removed by the purge processing style. If you would like to protect them, please contact us.