Use the External Recipient Template

When you are creating a notification, you can add external recipients that are not registered in the solution by uploading contact information using the comma-separated values (CSV) template. For more information, see External Recipients.

To download the external recipient template

While creating any new, draft, or template notification, in the External Recipients area, click the Download now link. The ExternalRecipientImportTemplate.csv file is downloaded according to your browser settings.

To populate the external recipient template

1. Through your file explorer, locate and open the template file.

2. Retain the header row, as is, without changes.

3. Select and delete the example data.

4. Enter the recipients’ information, including information in the LAST_NAME, FIRST_NAME, and CONTACT_EMAIL columns.

5. Save the file in the CSV format.

To import the external recipient file

1. While creating a notification, in the External Recipients area, do one of these actions. The External Recipient Import window opens.

   • Click the Upload CSV box.

   • Click the import icon .

2. Click Select CSV File. Your browser's Open window opens.

3. Navigate to where you saved the file and click to select it.

4. Click Open.

5. Depending on your import validation results, perform one of these actions:

   Contain critical errors

   1. On the Validation results window, click your file_report.csv. The error report is downloaded according to your browser settings.

   2. Open the error report to view the errors.

   3. Click Cancel to close the Validation results window.

   4. Correct the errors in the original external recipient file and save your changes.

   5. Import the corrected external recipient file.

   Have valid recipients

   1. On the Validation results window, click Import Valid. The Upload results window opens.

   2. Click Ok.

   Are all valid

   1. On the Validation results window, click Import. The Upload results window opens.

   2. Click Ok.