Import Contacts

Contacts procedure

When managing contacts, if you have the proper permissions and role, you can enter information for multiple contact accounts simultaneously by uploading their information in a comma-separated values (CSV) file.

You can download a template for this data from WebEOC Nexus. The template contains a header row with column titles corresponding to contact account details. The template also includes a row with example data that displays the type of data to include in each column.

Remove the example data before uploading your data.

Follow these general guidelines to upload contacts:

• Download the template in the Accounts tab and use it to structure your contact data.

• An asterisk in the import template column header indicates the field is required.

• Field values you enter in the template overwrite existing data.

• If you leave a field blank in the template, it does not overwrite existing data.

• To delete a value in a field, enter [Delete] in the field.

• Empty leading spaces in any field are disregarded.

• Duplicate email addresses and phone numbers for a contact are disregarded.

• An empty row is disregarded.

• Save and upload your data as a CSV file.

• You can only upload one file at a time. If the file contains invalid contacts, cancel the upload and correct the errors. Otherwise, if you import the valid contacts, remove the uploaded file and upload a new file with all data in the correct format.

To download the template

1. Access Contacts.

2. Click the Accounts tab.

3. On the Accounts page, in the upper right, click + Add Account.

   

4. In the Add Account menu, select Import Accounts.

5. In the Import Accounts window, click Download. The ImportAccountsTemplate.csv file downloads according to your browser settings.

To populate the 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 contacts’ information, as needed, including:

   • FIRST_NAME (required)

   • LAST_NAME (required)

   • EMAIL (required)

   • STATUS (required): Values are active, inactive, closed, and deleted.

   • ADDRESS 1

   • ADDRESS 2

   • CITY

   • COUNTRY

   • POSTAL_CODE

   • CONTACT_EMAIL

   • CONTACT_PHONE_NUMBER_TEXT

   • CONTACT_PHONE_NUMBER_VOICE

   • CONTACT_PHONE_NUMBER_FAX

   • PAGERS

   • ORGANIZATION PATH: To add this account to an organization or a child organization, enter the organization name or the organization name/child organization name.

   The template file headings that you see may be different from the example above, if the fields have been customized for your instance.

5. Save the file in CSV format.

To upload the template

1. On the Accounts tab, click + Add Account > Import Accounts.

2. Drag the saved file into the window, or click Select CSV File to browse for the file.

3. Click Import. The file uploads. The Import Accounts window opens and a message indicates if errors are present.

4. If errors are present, click Download Report to correct the errors.

   1. View the errors. Errors are displayed in the Status and Message columns at the end of rows.

   2. Correct the errors and save the file.

5. Upload the file, again.