Uploading Contacts via CSV
If you have a large number of external contacts to add, you can upload them in bulk using a CSV file. Raven provides a template to help ensure your data is in the correct format.
Upload multiple external contacts at once using a CSV file, making it quick and easy to populate your Contact Directory.
How to Upload Contacts- Go to Contact Directory > Contacts.
- Select CSV Upload.
- Download the example CSV file provided.
- Enter one contact per row using the template.
- Save the completed file as a CSV.
- Upload the file by either:
- Dragging and dropping it into the upload area, or
- Selecting the upload area to browse for your file.
- Wait for the upload to complete. Raven will confirm whether the upload was successful or identify any rows that need correcting.
The CSV template contains the following columns:
- First Name
- Last Name
- Organisational Role
- Department
- Organisation
- Mobile
- Mass Notifications Enabled
Use the Mass Notifications Enabled column to determine whether a contact can receive Mass Notifications:
- Enter 1 to enable Mass Notifications.
- Enter 0 to disable Mass Notifications.
Important Note: Contacts without a valid mobile number, or with Mass Notifications Enabled set to 0, will not receive Mass Notifications until their details are updated.
Tip: Use the downloaded CSV template rather than creating your own spreadsheet. This helps ensure your data is in the correct format and reduces the chance of upload errors.