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| Tip | ||
|---|---|---|
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| Anyone who can do steps 1 - X 7 below, can do this task! |
| Step | Directions |
|---|
| 1 | Login into Everbridge Using NetID/NetID Password login URL: Break-glass login URL: |
| 2 | From Dashboard, make a note of total records in Everbridge  |
| 3 | Hover-over "Contacts" menu at the top and then click on "Groups" sub-menu item
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| 4 | Click on the Group Name from the left
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| 5 | Scroll to the bottom of the page and make a note of total records in the group
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| 6 | Hover-over "Contacts" menu at the top and then click on "Uploads" sub-menu item
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| 7 | Click "Upload to Portal"
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| 8 | Click "Upload Contacts" and locate the file to be processed  |
| 9 | IMPORTANT: Select "Update" option and click on "Update to portal" button
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| 10 | Everbridge will show an alert box; click "OK"  |
| 11 | Locate the record that was processed; it should be at the top. Click on the View icon
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| 12 | Verify: Loaded without error is >0 Loaded with error is 0 Not Loaded - critical error is 0
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| 13 | Go to Dashboard and make a note of total records in Everbridge
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| 14 | Repeat Steps 3 – 5
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| 15 | Notify customer; you may wish to communicate the stats the way I do. My email template is given below |
| Notification Template | Notification Template Example | ||||||||||||||||||||||||||||||||||||
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[SALUTATION] This is all set.
*Delta for Everbridge TOTAL Records: expected value: 0; any other value is a bad thing---most likely cause: ensure CSV is per requirements! Please let me know if you have any questions. [SIGNATURE] | Hi Matt, This is all set. The CSV file was not per spec… kindly ensure it is, for next update.
*Delta for Everbridge TOTAL Records: expected value: 0; any other value is a bad thing---most likely cause: ensure CSV is per requirements! Please let me know if you have any questions. Best, | ||||||||||||||||||||||||||||||||||||
