**Very Important**—It is wise to touch base with the Figure team when looking to make bulk adjustments to your Groups, especially the first time, so that we can walk through the process together.
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Also important, whenever you are bulk shifting customers into or among Figure Groups it is always good to start with this step...
>Export your full customer list to Excel and save it, so you have a backup record of where every customer account was at before you start your shifting.

As your list grows it is not efficient to individually change hundreds of customers from one group to another. The Figure platform has an upload/update feature for doing bulk modifications to a customer’s Group selection. There are two ways you can do this:

Group page - Click on any Group and that will produce a page listing all the customers in that Group. By the left side of the screen you can click the top check box next to the ID column to select all the customers in that Group. Then click the “Choose an action” drop down menu and you will see an option that says “Group-Move” and it will then list all your available Groups below. By selecting a Group name under the “Group-Move” area, all those customers selected will be removed from their current Group and put into the Group you select. 

>>This comes in handy if you have a Waiting List group and you want to “promote” all Waiting List people into a group that will be offered an upcoming allocation.

>>This also comes in handy with Groups that don’t have too many customers, when you are “demoting” people to a lower tiered group. 

In this Group page list, the three right columns will show the customer’s last order date, their number of orders overall, and their total dollars spent. As you scroll down the list, if you are seeing a large number of customers with no entry for a “Last Order” and zeros under the Orders and Totals columns you will know they haven’t been buying across several offers by then looking at the Joined column. If the date under the Joined column is one or two years old, you now know those customers have seen multiple offers without buying. Therefore, select the check box to the left of their names and then do the same process mentioned above, “Choose an action>Group-Move”.

Export Group Data - If you need to do more in depth analysis to make selective adjustments of customers, and if you have a very large number of customers in your Groups, you can export the customer list in the Group to a spreadsheet. 

Once you click into a Group, on the left side just below the ‘Choose an Action’ drop down menu you will select the single checkbox at the top. This will select all the customers in this group. Then click the ‘Choose an Action’ drop down menu and select ‘Customer Data Export’. This .csv spreadsheet download will allow you to sort and filter columns to determine the customers in that Group who are buying the most (promotion potential) and who are buying the least (demotion potential). 

Be aware that if you make formatting adjustments to a .csv file they will not be saved after you close the spreadsheet. You will need to save the export as a .xlsx file to save formatting changes (bolding, shading cells different colors, different fonts, etc).

>>You can then prepare a new MS-DOS Comma Separated .csv spreadsheet that will allow you to re-upload large lists to change/move customers from Group to Group. In this new spreadsheet for upload, the Column A header should be “id” and column B header should be “group_id”. After you complete the sort and filter of your main Groups export to determine which customers need changes you can then copy/paste the customer “id” column to the re-upload spreadsheet under column A. Then for the “group_id” column you would get that group id number from the main Groups page. The farthest left column on the screen shows the Group ID numbers. Fill in that number on the re-upload sheet under column B.

Finally...do a test upload with one or two people in the spreadsheet before doing the main large bulk shift, just to see if your spreadsheet is setup correctly.

>>To upload this new spreadsheet, you go to the Customers page in your Figure account and in the upper right corner of the screen is the “Import” drop down button. 

You have two options here before following the process to choose your file and upload:
​**When you select Groups in the Import drop down menu, it MOVES customers from one group to another.
​**When you select Customers in the Import drop down menu, it ADDS customers into the new group and KEEPS them in their existing group.