Updating Contact Information can be done in several ways.

Navigate to the last name field.

It can be done manually by searching for the Contact in the Manager Portal.

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Click the selected button

Choose the "Select..." option.

Select the "Primary Email" field.

And changing the information there.

Click on the asterisk symbol.

Save the changes by clicking on "Save".

It can also be done through a File Upload. It is important to ensure that the file with new, or changed contact information is formatted correctly.

This means making sure that any fields which begin with a zero are formatted as either Zip Codes or Phone Numbers.

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And that when adding Groups.

The pipe symbol is used, this symbol separates out multiple group names.

Information in the Group field will overwrite the information in the Manager Portal.

So make sure that if you simply wish to add a new Group to the Groups that the contact is already a part of, use the asterisk and pipe symbol to indicate that.

Click the selected option

files can be added to an organization through an API SFTP or through the manager portal.

From the Manager Portal. This option can be found under Contacts and Assets, and Uploads.

Once your CSV file is filled out and ready to upload, click the "Upload to Portal" text from the Uploads page.

Follow the prompts to indicate the correct file and choose what you want the system to do with the information.

Below the selected file, we are provided with four different upload options, each with an explanation of its functionality below it.

The Update option only inserts new contact records and updates existing contact records. The Update option will not delete any contacts from your organization.

The Replace option replaces all contact records with the matching record type in your CSV file. This means the Replace option will delete all existing contacts in your organization that do not have a match within your file upload.

The Restore option lets you restore, or add back previously deleted contacts. Be careful when using this option as it will overwrite existing contact records that have the same External ID. Keep in mind, that the Restore option does not update contact information. It only reactivates a deleted record.

Lastly, the Delete option will do just that. It deletes all the contact records that match the records within your CSV file.

Once a choice is made, the file can be uploaded.

It's a best practice to make sure that the upload went smoothly and the information was added without issues. This is done by clicking the binoculars by the upload.

This brings you to a screen that breaks down all possible outcomes. Upload without error, upload with error, and not uploaded. Click the tab to see which contacts may have had problems and for information on what needs to be corrected.

This guide covered navigating the contact list, entering contact information, and saving changes in Everbridge for efficient employee training on managing contact details.