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

Topic:

How to create groups by uploading a CSV file in Everbridge Suite.

Description:

Preparing the CSV file:

Follow the steps below if you already have a list of the contacts who need to be added to the new group and prepare your CSV file:

  1. Ensure your contact list has the six columns listed below and ensure they match the exact format as the contact record reads in Everbridge.
    1. First Name
    2. Last Name
    3. External ID
    4. Record Type
    5. Groups
    6. END
  2. Under the Groups column, replace any current groups with *| (asterisk pipe).  An *| will allow contacts to retain their existing groups and be added to a new group.  Following the *| will be the name of the new group.  For example, if the new group's name is "Managers", your Groups column should read as "*|Managers".  Note: The *| mechanism only works with Update type uploads. More information is available in the following Knowledge Base article: 000048620 - Uploading Contacts: How to Add Contacts to Groups via an Upload File
  3. Finally, save your contact list CSV file.

Follow the steps below to download the contacts from Everbridge and prepare your CSV file:

  1. Log in to the Manager Portal and select the desired organization from the upper right-hand corner.
  2. Click on the Contacts > Contact List tab.
  3. Select the contacts you wish to be added to the new group by conducting an Advanced search or manually selecting the contacts.
  4. Once the contacts are selected, click the Download button from the Contacts sub-tab.
  5. Delete all columns except for the following:
    1. First Name
    2. Last Name
    3. External ID
    4. Record Type
    5. Groups
    6. END
  6. Under the Groups column, replace any current groups with *| (asterisk pipe).  An *| will allow contacts to retain their existing groups and be added to a new group.  Following the *| will be the name of the new group.  For example, if the new group's name is "Managers", your Groups column should read as "*|Managers".  Note: The *| mechanism only works with Update type uploads. More information is available in the following Knowledge Base article: 000048620 - Uploading Contacts: How to Add Contacts to Groups via an Upload File
  7. Finally, save your contact list CSV file.

Uploading the CSV File:

  1. Log in to the Manager Portal and select the desired organization from the upper right-hand corner.
  2. Click on the Contacts tab from the top of the page.
  3. Click the Uploads sub-tab, then click the Upload to portal button.
  4. Click the Upload Contacts link, then select the updated contacts CSV file.
  5. With Update selected, then click the Upload to portal button.
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