This guide outlines the bulk upload process for importing employee and manager/contact profiles into the Mobile Guardian Dashboard via CSV.
Overview
Import employee records concurrently using the bulk upload feature.
Batch Limit: Maximum of 200 records per upload file to prevent processing errors.
Supported CSV Delimiters:
- , (list separation)
- : (pair separation)
- ; (value separation)
Step 1: Download & Format the CSV Template
- Select Employees from the left navigation panel.
- Click Bulk Upload + in the top option bar.
- Select Download sample template to get the pre-formatted structure (or export current dashboard data to update existing records).
- Open Excel, navigate to the Data tab, select From Text/CSV, and import the template to ensure proper column alignment.
Before Conversion
After conversion
Step 2: Populate Employee Information
- Employee Data: Enter each employee's details on a new row under the respective column headers.
Step 3: Save & Import the File
- Save the finalised file in CSV (Comma Delimited) format.
- Return to Employees > Bulk Upload + in the Mobile Guardian Dashboard.
- Click Select CSV File, attach your file, and click Upload.
- Verify updated profiles under Employees.