Topic

An admin may download a CSV template that can be used for uploading contacts into Everbridge Suite. There is an account-level template and an organization-level template. 

Description

A user with an Organization Admin or Account Admin role can download a CSV template that can be used for uploading contacts into Everbridge Suite at the organization level. Only an Account Admin can download the account-level template. 

Organization-Level CSV Upload Template

To download a CSV template for uploading contacts at the organization level, follow the steps listed below:

1. Log in to the Manager Portal. Select the desired organization from the upper right-hand corner if necessary. (You may only have access to one organization)
2. Select the Contacts/Assets tab from the top of the page. Your tab may only say Contacts.
3. Select the Uploads sub-tab.
4. Select the Download Template button.

Account-Level CSV Upload Template

Only an Account Admin can download the account-level CSV upload template. It is the same as the organization-level template except for the addition of an Organization Name column that allows contacts to be assigned to specific organizations within your account. To download a CSV template for uploading contacts at the account level, follow the steps listed below:

1. Log in to the Manager Portal.
2. Select the Contacts tab from the top of the page.
3. Select the Download Template button.

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