- In an Excel spreadsheet, ensure there is a column for Lookup ID, Constituent Type, and Last Name.
- Save this spreadsheet in a CSV format.
- Use a Constituent Update Batch and import the file (BB565670)
- When committing the batch, choose to "create an output selection" and name it. This will be used to create the research group.
- Create a Research List using the selection just created.
- Work with this list as necessary.
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