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 | Visual Aid |
|---|---|---|
| 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 |
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| 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" |
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| 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 |
|---|---|
[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]
