How to import client data to the Back-Office Dashboard?

When you sign up a client, the first thing you want to do is add that client to the GuardsPro Back-Office Dashboard by creating a detailed profile. In GuardsPro client profiles play a major role in how you manage your clients, define post sites and link them to clients profiles, assign guards and much more.

Instead of manually adding all the existing client data to the system, you have the option to import client data to the dashboard.

Simply click on Clients on the main menu and click Clients on the drop-down. Click on the three dots next to Filters and click on the Import option.

You can upload the data in a CSV file format. While uploading the file make sure that:
1. All client details are added correctly.
2. The required field is the client name.

You can download the excel template from the download option.

Once client data is imported on the Client list page, you'll notice labeled entries for the imported clients, simplifying the process of monitoring and categorizing your personnel.

If you have any more questions, please feel free to contact our support team anytime.