Updating Group in Everbridge

Follow the steps below in order to update a given group within Everbridge. Ensure that the CSV file that is to be process, adheres to the requirements outlined in in CSV File Format & Requirements document.

Who Can Do This?

Anyone who can do steps 1 - 7 below, can do this task!


StepDirections
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

4

 Click on the Group Name from the left

5

 Scroll to the bottom of the page and make a note of total records in the group

6

Hover-over "Contacts" menu at the top and then click on "Uploads" sub-menu item

7

Click "Upload to Portal"

8

Click "Upload Contacts" and locate the file to be processed


9

IMPORTANT:

Select "Update" option and click on "Update to portal" button

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

12

Verify:

Loaded without error is >0

Loaded with error is 0

Not Loaded - critical error is 0

13

Go to Dashboard and make a note of total records in Everbridge

14

Repeat Steps 3 – 5

15

Notify customer; you may wish to communicate the stats the way I do. My email template is given below



Notification TemplateNotification Template Example

[SALUTATION]

This is all set.

 

Everbridge TOTAL Records

 

[GROUP NAME] Group TOTAL Records

 

Before Requested Change

 

After Requested Change

 

Delta

 

Before Requested Change

 

After Requested Change

 

Delta


Number From Step 2


Number From Step 13


±#*


Number From Step 5


Number From Step 14


±#

*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.

 

Everbridge TOTAL Records

 

FO COVID-19 Notification Team Group TOTAL Records

 

Before Requested Change

 

After Requested Change

 

Delta

 

Before Requested Change

 

After Requested Change

 

Delta


65319


65319


0*


474


481


+7

*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,
Rush