Adding contacts one by one can be time consuming. However, you can easily add multiple contacts by using the upload function in Everbridge 360. This is especially useful if you need to add a lot of contacts at once.

To begin, from the Everbridge 360 dashboard.

Hover over Contacts and Assets.

Then hover over Contacts,

And then select the Uploads sub tab.

Depending upon your organization,

you may see previous Uploads from other users like we see here.

You can view details of these past Uploads by selecting the Binoculars icon

As well as download a CSV template to use for your Contact Upload.

Take incredible care when using this Template. If you adjust or edit the column headers, then errors will occur during the upload process.

You also cannot leave the First Name,

Last Name,

External ID,

or Record Type fields empty when performing a Contact Upload.

Access the various options under "Uploads" to manage your data effectively.

Before performing an Upload, it's best practice to download all Contacts just in case an issue arises. To do this, navigate to your Contacts by selecting Contact List,

And then click Download to save your backup file.

Depending upon the file size, an email may be generated containing the file once complete.

I'll be using an already filled-out Template. For more information on filling out the Template itself, check out our Contact Management courses in Everbridge University.

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

A dialog box appears and you can attach the CSV file you want to upload, or drag and drop.

For our example, I'll drag and drop my csv file for Upload.

Once your file has been attached successfully, you will see the file name listed, as well as how large the file is.

If you selected an incorrect file, you can click the Trash icon to remove it.

However, this is the file we want to use.

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.

If you're feeling stuck during this process,

And are unsure which functionality fits best for your upload, you can hover over the Upload Options Help link for a tip.

You can also click the link in the note below.

This will give you some additional best practices when uploading groups.

Okay, now that we know the different upload types, lets upload our file. We want to update our organization's contacts here. So we've selected the first option for Update.

Next, click Upload to portal.

After selecting Upload to Portal, we are sent two automated emails, one email notifying us that the contact data file was received, and another email notifying us once the contact data file has been processed.

To view your new upload, select the View icon. That's the binoculars on the far left of the row. You can even view the upload as its processing in Everbridge 360.

For more detailed information on uploading a file to Everbridge 360, or how to remedy contact uploads with errors, check out our Digging Deeper with Contacts, File Upload course in Everbridge University. Thanks for watching!