Emergency contact import details

Use emergency-contact import to create or update the people to contact in an emergency for employees and other people in the company. This reference identifies the supported operations, relationship options, required Person references, and CSV fields needed to associate each contact with the correct person.

Emergency contact records contain the emergency contact’s full name, email, phone number, and relationship to the person to whom the emergency contact belongs.

In the QuickStart UI, add new emergency contacts by going to a person’s profile and selecting Emergency contact.

To import emergency contact records, follow the procedure on Import a file and choose Person Emergency Contact from the What do you want to import? dropdown menu.

Supported Operations

You can import external emergency contact records into QuickStart or update fields relating to existing people records.

The following operations are supported for this record type:

• Create a new record

• Update an existing record

• Create a new or update an existing record

For more details about these operations, see Import a file.

Permissions and Features Required for Importing Emergency Contacts

When importing emergency contact records, the following fields are required:

• Primary Column

• Person

• Full Name

• Phone Number

• Relationship

Usage Notes

You can import emergency contact records from third-party systems using the process detailed in Import a file.

In the QuickStart UI, under Administration, go to Tools > Bring your data to QuickStart.

You can use the file import function for emergency contact records to create new emergency contact records or update existing emergency contact records.

In QuickStart, you can use external IDs to import new emergency contact records. External IDs are assigned to each record in the external ID field and are a unique combination of numbers and letters.

You can use both external IDs and internal IDs to update existing emergency contact records. Internal IDs are automatically assigned to records.

The file import for the emergency contact record will fail if validation for the following fields isn’t met:

• Email: this value must contain an email address using <@>.
• Phone Number: this value must be completed in phone number format.

To ensure fields with dropdowns are configured correctly, you can configure the ID or the name of the field. The field with a dropdown is the Relationship field. For example, if you want to change the Relationship field from name to internal ID, you can change it from “Child” to “child”. To enter the internal ID, change “._identity.name” to “._identity.id” on the column header.

The following options are available for the Relationship dropdown field with their corresponding IDs and names:

• child: Child

• friend: Friend

• parent: Parent

• partner: Partner

• sibling: Sibling

• spouse: Spouse

• other: Other

Note:

You must know the internal IDs for the job and person records to successfully import emergency contacts.

Example of Import File

The following table is an example of the PersonEmergencyContact_ADD.csv file using external IDs.

*Primary Column:personEmergencyContact:_primaryColumn	* Person:personEmergencyContact:person._identity.id	*Full name:personEmergencyContact:fullName	*Phone number:personEmergencyContact:phoneNumber	Email:personEmergencyContact:email	* Relationship:personEmergencyContact:relationship._identity.name
1	167	Thea Collins	6035550100	[e-mail]	Friend
2	168	Harrison Patel	6145550150	[e-mail]	Friend
3	169	Nathan Gill	6505550185	[e-mail]	Friend