Import Account Contacts

External recipients are people who do not have WebEOC accounts. You can enter multiple recipients’ contact information simultaneously by uploading their information in a comma-separated values (CSV) file.

A template for this data is provided. The template contains a header row with column titles that correspond to the recipient’s name and contact details. The template also includes a row with example data, that displays the type of data to include in each column.

Note: Remove the example data before uploading your data.

Follow these general guidelines to upload external recipients:

• Download the template available through the notification and use it to structure your recipient data.
• 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 of external recipients on a notification. If the file contains invalid recipients, 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. In the Contacts plugin, on the Accounts page, click Import.
   
   
2. In the Imports Accounts window, click Download Template. 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 recipients’ information, including LAST_NAME, FIRST_NAME, EMAIL, STATUS, ADDRESS, CONTACT_EMAIL_1, CONTACT_EMAIL_2, CONTACT_PHONE_NUMBER_TEXT, CONTACT_PHONE_NUMBER_VOICE, and CONTACT_PHONE_NUMBER_FAX.
5. Save the file in the CSV format.

To upload the template

1. In the Contacts plugin, on the Accounts page, click Import.
   
   
   
2. Drag and drop the saved file in the window, or click Select CSV File to browse for the file. The file uploads. Any errors display in the Validation results window.
   
   
   
   
3. To correct errors:
   1. Click Your File_Report.CSV to download the error results. Errors are displayed in the Status and Message columns at the end of rows.
   2. Correct the errors and save the file.
   3. Upload the file, again (Steps 1 and 2).

Note: To only upload the entries that are valid, click Import Valid.