EB360: Backing up Contact or User Data in Everbridge Suite

Backing up your Contact or User Data, before making any large changes, or simply backing them up on a monthly basis is a recommended best practice that can prevent accidental corruption or loss of data.

Keep in mind that not all roles have the permissions to download this data to create backups. We'll begin with our contact data.

Hover over the Contacts + Assets tab.

And click Contact List.

Then click the Download button. This file contains your contacts and their data.

Depending on how many contacts there are in your organization, that file may be emailed to you.

Click OK.

Users exist on both the Organization level and the Account level. So the steps to create their backups vary slightly.

On the Account level.

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Click Users.

And select Download.

On the Organization level, hover over Settings.

Hover over Access.

Select Users.

In both places, you'll see a Download button.

Click it to download the CSV file of users and their data. Depending on the number of users, the file may be emailed to you. In both places, you'll see a download button.

In this guide, we covered the essential steps to back up contact and user data in Everbridge Suite. Remember that backing up your data before making any changes is a recommended.

For a comprehensive backup strategy, be sure to include:

Always export the entire contacts dataset before making any changes to ensure you have a complete backup. With these backup procedures in place, you'll be well-equipped to manage and secure your data efficiently.