1. In an Excel spreadsheet, ensure there is a column for Lookup ID, Constituent Type, and Last Name.
  2. Save this spreadsheet in a CSV format.
  3. 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.
  4. Create a Research List using the selection just created.
  5. Work with this list as necessary.