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Upload Contacts

As a domain or facility administrator, you can quickly add multiple contacts to a facility by uploading the contact data in a Microsoft® Excel® file. This bulk upload feature is especially helpful during the Planning phase, when you are setting up a new facility or need to add numerous contacts to an existing organization.

To help you with this process, a template has been created with specific fields, formatting and instructions. The template is accessed and downloaded from within eICS, and after adding your data to the template, you can quickly upload and validate contacts.

Note: The upload contacts template allows you to add new contacts to a facility. The template does not allow you to add contacts to multiple facilities, to domains, or to update existing contacts. We recommend you verify that contacts are not already in the system to prevent creating duplicates.

Contact data must comply with formatting conventions, which are outlined in the article Contact Upload Template.

Upon successful upload and creation of contacts, eICS sends the standard welcome email to the newly created contacts. For contacts with a username, the welcome email contains a link that directs them to log into eICS, create a password, and update their profile with additional phone numbers or other contact details.

Note: The system automatically removes the uploaded file 24 hours after processing has been completed.

To download the template
  1. Point to Planning and click Contacts. The Contacts for (facility/domain) page opens.

  2. In the Contacts for​ menu, select the appropriate facility or domain.

  3. Click Upload Contacts. The Upload Contacts window opens.
    contactupload.png

  4. Click Download Template. The template file is downloaded through your browser. After you have populated the file, continue with the procedure To upload contacts.

To upload contacts
  1. Point to Planning and click Contacts. The Contacts for (facility/domain) page opens.

  2. In the Contacts for​ menu, select the appropriate domain or facility.

  3. Click Upload Contacts. The Upload Contacts window opens.

  4. Click Browse. The File Upload window opens.

  5. Locate and select the file.

  6. Click Open. The name of the file appears in the Upload Contacts window.

  7. Click Upload. Results of the upload appear in the Upload Contacts window.

  8. Take one of these actions.

    If you want to...

    Then...

    Download the file to make corrections,

    Click Download validated file.

    Continue with the upload,

    Click Upload. A success message appears in the window.

    Postpone uploading in order to correct invalid records, Click Cancel. When ready, return to this process and repeat the steps to upload the corrected file.
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