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. Required fields are client name and contact name.
3. Country code is added with the mobile number.
You can download the excel template from here:
Once guard data is imported on the Guard list page, you'll notice labeled entries for the imported guards, simplifying the process of monitoring and categorizing your personnel.
If you have any more questions, please feel free to contact our support team anytime.
Please feel free to watch our informative tutorial video on YouTube:
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