EBS: How to Add Contacts to Groups via an Upload File in Everbridge Suite

Topic

How to Add Contacts to Groups via File Upload.

Description

Adding a new group to a contact record during a file upload without changing, or removing any existing groups is all controlled by the asterisk, and pipe symbol.

1. Groups Column

The "group" column in your file reads the information in a specific way.

Groups Column

2. Groups Separated by Pipes

It will display every group a contact is included in, and use pipes to separate out the group names instead of commas.

Groups Separated by Pipes

3. Add a New Group

Adding a new group is as easy as adding a name. We've added the "Administration" group in this example.

Add a New Group

4. No Spaces

And a pipe, with no spaces between the characters.

No Spaces

5. Updated Group in Contact Record

When this file is uploaded, the contact will be added to all of the groups in the cell, and removed from any that are not indicated here.

Updated Group in Contact Record

6. Download a Backup Contact List

Keep in mind, it's a best practice to download your existing contacts, before making a change, like uploading a new file. That way you always have a backup copy.

Download a Backup Contact List

7. Spreadsheet

Some organizations have multiple methods of updates happening at any given time.

Spreadsheet

8. Example Contact Record

Meaning that this contact may have been added to a different group five minutes ago, and this file would not reflect that change. You can make sure that your changes won't accidentally remove groups that aren't reflected in the file.

Example Contact Record

9. Asterisk and Pipe Symbol

By using an asterisk and a pipe together. Okay, Let's add a group.

Asterisk and Pipe Symbol

10. Spreadsheet

I think I see all of the correct group names here, but, since I'm not certain.

Spreadsheet

11. Clear the Cell

I'll clear out the cell.

Clear the Cell

12. Add Asterisk and Pipe

Add an asterisk, and a pipe, and then add the new group I need. Again, no spaces.

Add Asterisk and Pipe

13. Upload Contacts : Update

Now, when I upload this file using the "Update" option. I've indicated that the only change I want to this contacts information is to add them to the group.

Upload Contacts : Update

14. Contact Group Updated

None of their existing groups will be modified or removed. Only the "Administration" Group will be added.

Contact Group Updated

This guide covered the steps required to in YouTube, Live and Everbridge.

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