Merging Good Guy lists in a client

The Good Guy list from the source client is merged with a Good Guy list of the same name in the target client. The merged list contains the addresses from both previous lists, and duplicates are included only once.

• If the Good Guy lists in the clients have different names, then it is necessary to align them before you import the list into the target client.

Proceed as follows:

• You must have either the I_ADMIN or the I_GOODGUYDEF role (in the client into which you want to import the Good Guy list).
  The I_ADMIN role is available only with on-premise installations.
• You must have already exported the required Good Guy list: See Exporting a Good Guy list from a client.
• You must have aligned the names of the Good Guy lists, if necessary: See Renaming Good Guy lists.
1. Log into the client into which you want to import the Good Guy list.
2. From the Office, go to Compliance Screening − Good Guy lists.
3. Go to the Export-Import menu and select Import Good Guy lists.
   • The Import Good Guy lists window opens.
4. If you are logged in as I_ADMIN: Click the Add button and select the target client.
5. In the Import field group, check the Merge (duplicates will be removed) box and click Start import.
6. Select the file you wish to import, then click Open.

• The file import begins. Compliance Screening reports the results of the import.

• Since you have added to an existing list, you do not need to adjust the compliance profile or your batch of the Check Good Guys batch type.