This guide will walk you through the process of manually uploading assets using a CSV template in your Everbridge organization. Even if the intent is to automate your asset uploads, understanding how to manually load a file can provide valuable information on data formatting and validation.

To prepare a new file for upload, start by navigating to the "Upload Assets" option from the organization's "Contacts + Assets" menu.

Then click Download Template

and select the specific template from the preconfigured Asset Type options for the assets you are going to upload.

The template will contain a series of column headings. These must not be changed, as doing so will result in errors during the upload process.

The headings include the Standard Attributes for the selected Asset Type

As well as any Custom Attributes configured for it.

Now, add your asset details to the template. Each record should be populated in a single row.

Required fields are External ID and Name.

Valid geometry is required for the asset to appear on the Universe or Visual Command Center maps. If latitude and longitude values cannot be provided for point-based assets, or geometry coordinates for polygon-based assets, the system will attempt to geocode the location during upload, based on the other address details provided for the record.

If you need additional guidance on formatting the template, click the Help icon,

which will direct you to a data table that details the requirements formatting details.

Once your CSV file has been prepared and saved, click Upload.

Choose the corresponding Asset Type from the selection list.

and select the file you saved to be uploaded.

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

Below the selected file, there are three upload options, each with an explanation of its functionality below it.

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

The Replace option replaces all asset records which have the same Asset Type of your CSV file. It will add new records, update matched records, and then delete all other records in your organization for that same Asset Type which do not have a match within your uploaded file.

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

If you are unsure which functionality fits best for your upload, hover over the "Upload Options Help" link to view more tips.

Once you have made your selection, click "Upload".

You will receive two automated emails for this upload. The first confirms that the data file was received.

The second is sent once the file has been processed, and contains status information about the records.

To access full details and review errors for the records processed, return to the Upload page and click the File Name to view the logs for that upload.

The logs will display the upload information, including any header errors from the template. If the file upload is still in progress, you can click the Refresh button to see the most recent results.

The "Loaded without error" tab shows the records which loaded normally.

The "Loaded with error" tab displays any records where non-required field(s) had something defined incorrectly, but there was enough good information in the record to load successfully. For example, a record that had an invalid country code or exceeded a field's max length would still load, but without those data fields. If needed, return to the CSV file and fix the noted error(s) before uploading again.

The "Not loaded-critical error" tab displays records that had errors so severe that they were not loaded. For example, the required External ID field or column was missing from your CSV file. Note the error(s) and return to the file to fix them before uploading again. For more information on how to remedy asset upload errors, check out the knowledgebase article for "Troubleshooting Asset Upload Error Messages" in the Everbridge Support Center.

Thank you for watching this tutorial on how to manually upload assets in Everbridge.