How to add multiple contacts to a machine using a CSV file

 

LIVE AS OF NOVEMBER 7TH, 2020 AFTER 12PM


Overview
Prerequisites
Steps to follow to prepare your CSV file
Steps to add multiple contacts to your machines using a CSV file

OVERVIEW

This tutorial will explain how to add multiple contacts at the same time to your machines using a CSV file.

 

PREREQUISITES

• You must have access to the Reacts dashboard
• You must have a machine in your institution
• You will need to prepare your CSV file

 

Steps to follow to prepare your CSV file

1. Create a new Excel document.

2. Enter each data point (First name, last name, email) in a different box, from left to right, then go to the next line to enter the next contact.

3. Click "File"

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4. Click "Save as", then "Browse"

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5. Click the arrow to show the format choices and choose "CSV UTF-8"

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6. Enter a name for your file, then click "Save"

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Steps to add multiple contacts to your machines using a CSV file

1. From the Subscriptions tab, choose the organizational unit that contains your machine.

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2. To view your machines, select the "Machine" tab.

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3. Click the 3 vertical dots at the end of the line of the machine you want to add contacts to, then select "Manage Contacts"

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4. Click the orange "Add Contact(s)" button.

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5. Click "Upload CSV"

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6. Choose the file you have previously created, then select "Open"

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7. Click "Apply"

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8. Once you see the green check marks that confirm everything worked, click "Done"

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