Import Notification Group Members

Contacts procedure

When managing notification groups, if you have the proper permissions and role, you can import multiple notification group members 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 that correspond 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 members of a notification group:

• Empty leading spaces in any field are disregarded.

• Duplicate email addresses are disregarded.

• An empty row is disregarded.

• Save and upload your data as a CSV file.

To download the template

1. Access Contacts.

2. Click the Notification Groups tab.

3. On the Notification groups page, click the row that contains the notification group to which you want to add members. The right panel opens.

4. On the panel, click Members. The Accounts page opens.

5. In the + Add members menu, select Import Members. The Import Members window opens.

6. In the Import Members window, click Download. The template.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 account email (not the contact email) of the contact that you want to add to the notification group.

   To add more than one account email, add a semi-colon after the preceding account email and enter the additional email. For example, John.Smith@email.com;Pam.Smith@email.com. You can also enter account emails on separate lines.

5. Save the file in CSV format.

To upload the template

1. To open the Import Members window, perform steps 1 through 5 as outlined in the above To download a template instructions.

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 Members window opens and a message indicates if errors are present.

   • If there are no errors and the import was successful, the progress line appears in green. Close the window. The accounts appear in the notification group indicating that the import is complete.

   • If errors are present, the progress line appears in red. Proceed to step 4.

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.

   3. Repeat step 3.