This week's topic in our 'Features Highlights' video series - in which we will explain a feature on the MyRapidi platform in more depth will be about the Groups in MyRapidi. Andreea Arseni, Data Integration Consultant here at Rapidi, will explain how to set up Groups in the video below.
Happy watching!
How to Use Groups to Organize Transfers in MyRapidi
Organizing your Transfers can get messy if you don’t have a clear system. That’s where Groups come in—they make it easy to keep everything in order, so you always know where your data is and how it’s organized. Here’s how Groups work and how you can use them to streamline your workflow.
What Are Groups?
Groups are a simple way to gather all your Transfers in one place, based on the type of data they are. Instead of having a long, unorganized list, you can create Groups for different categories—like Customers, Contacts, Invoices, or Orders. This makes it much easier to find and manage what you’ve set up.
- Example Groups: One for master data (e.g., Customers), one for Contacts, one for Invoices, etc.
- Benefit: You can quickly check what’s configured and make changes without digging through everything.
Step-by-Step: How to Use Groups
Step 1: Create a Group
- Go to the Groups section in your platform.
- Click on New to start a new Group.
- Give your Group a clear, descriptive name (like “Invoices” or “Customers”).
- Save your new Group. That’s it—you’ve created a Group!
Step 2: Assign Transfers to a Group
- Head to the Transfers section.
- Pick the Transfer you want to organize.
- In the General section, look for the Group field.
- Select the Group you just created from the dropdown and save.
Step 3: View and Manage Your Groups
- Remove any filters to see the full list of Transfers.
- Go to your chosen Group to see only the Transfers assigned to it.
- If a Transfer isn’t part of any Group, the Group field will be blank—making it easy to spot unorganized items.
- You can always edit or create new Groups as your needs change.
Tips for Staying Organized
- Review your Groups regularly to keep your Transfers organized and up to date.
- Create Groups based on the data types that matter most to you and your team.
- Use Groups to quickly find, edit, or troubleshoot specific Transfers.
Conclusion
Groups are a straightforward but powerful way to keep your Transfers organized. By grouping Transfers by data type, you’ll save time, reduce clutter, and always know where to find what you need. Go ahead—create your first Group and start making your Transfers easier to manage today!
As always, if you need assistance, you can always reach out to the Rapidi Support team and also find more information in the wiki article
Frequently Asked Questions (FAQ)
What are Groups in the context of Transfers?
Groups are a way to organize your Transfers by data type, such as Customers, Contacts, Invoices, or Orders. This helps keep your Transfers structured and easy to manage.
How do I create a new Group?
Go to the Groups section, click ‘New,’ give your Group a name (like “Customers” or “Invoices”), and save it. Your new Group is now ready to use.
How do I assign a Transfer to a Group?
Open the Transfer you want to organize, go to the General section, find the Group field, select the appropriate Group from the dropdown, and save your changes.
How can I see which Transfers are in a specific Group?
Go to the Groups section, select the Group you want to view, and you’ll see a list of all Transfers assigned to that Group. Removing filters in the Transfers section can also help you see everything.
What if a Transfer isn’t part of any Group?
Transfers not assigned to a Group will have a blank Group field. You can search for these separately and assign them to a Group as needed.
Can I edit or create new Groups later?
Yes, you can always edit existing Groups or create new ones as your organization’s needs change. This keeps your Transfers organized and up to date.
