Topic
How to move contacts from one group to another group in Everbridge Suite.
Description
Contacts can be moved from one group to another by downloading a .CSV file list of the organization's existing contact records, making a few edits, and then uploading the CSV file using the update option.
Follow the steps below:
- Login to the Manager Portal.
- Click on the Contacts tab from the top of the page.
- Click on the Download button from the Contacts sub-tab.
- Import the downloaded contacts CSV into a spreadsheet editor. Steps for properly importing contacts into excel are found in the knowledge article EBS: Downloaded Contact Data And/or Notification Data Is Not Properly Displayed When Imported Into a New Excel File in Everbridge Suite
- Delete all columns except for the following:
- First Name
- Last Name
- External ID
- Record Type
- Groups
- END
- Modify the Groups column as desired.
- For example, to add all contacts from "Group A" into "Group B", replace "Group A" with "Group B" in the file.
- Save the updated contacts file as a comma-separated value (CSV) file.
- From the Manager Portal, click the Contacts tab from the top of the page.
- Click the Uploads sub-tab, then click the Upload to portal button.
- Click the Upload Contacts link, then select the updated contacts CSV file.
- With Update selected, then click the Upload to portal button.
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