How to import a client profile to the Back Office Dashboard?

When you sign up a new client, the first step is to add their profile to the GuardsPro Back Office Dashboard. Client profiles are essential because they allow you to manage clients effectively, define post sites, assign guards, and streamline operations.

Instead of manually entering all client information one by one, GuardsPro provides the option to import client profiles directly into the dashboard. This saves time, ensures accuracy, and makes managing multiple clients much easier.

✅ This guide will walk you through the steps to import client profile to the Back Office Dashboard:

🧭 Step 1: Navigate to Clients

• Click on the Clients tab from the main menu.

• Select Clients from the dropdown.

• Click on the three‑dot menu next to Filters and select the Import option.

📂 Step 2: Upload CSV File

• Download the CSV file from here and enter the required details.

• While adding the details, make sure that:

  • All client information is entered correctly.

  • The required field is the client name. 

• Once all the details are added, save the CSV file and click Browse Your CSV File Here to select and upload the completed file.

⚠️ Note: Incorrect formatting in the CSV file may cause the import to fail. Always verify the template before uploading.

🛠 Step 3: Review Imported Data

• Once client data is imported, entries will appear on the Clients page.

🎯 That’s it! Importing client profiles in GuardsPro is quick and efficient. By using the CSV import option, admins can save time, ensure accurate data entry, and streamline the setup process for multiple clients.

For any further questions, please feel free to contact our support team anytime.