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?
Step | Directions |
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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 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, |