--- title: Importing Customer, Sites, and Staff Data description: Importing Customer, Sites, and Staff Data --- [Skip to content](https://university.guardhousehq.com/importing-customer-sites-and-staff-data#main-content) English Show submenu for translations [![Text\_gradient gold-1-2](https://university.guardhousehq.com/hs-fs/hubfs/Text_gradient%20gold-1-2.png?width=225&height=30&name=Text_gradient%20gold-1-2.png)](https://university.guardhousehq.com/?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Contact Support](mailto:support@guardhousehq.com) [Contact Support](mailto:support@guardhousehq.com) How can we help you? - There are no suggestions because the search field is empty. 1. [Guardhouse Knowledge Base](https://university.guardhousehq.com/?hsLang=en) 2. [Company Settings](https://university.guardhousehq.com/company-settings?hsLang=en) # Importing Customer, Sites, and Staff Data ### Importing Customer, Sites, and Staff Data Print Reaching out to GH Support to help with data entry may not always be possible, especially when you're in a time crunch to have the data available on your GH account. To address this, GH has widened the scope of privilege a step further to enable better data management. You can now start uploading customer, site, and staff data to your GH account. Simply go to **Organization \> Company \> Data Import. ** ![](https://university.guardhousehq.com/hubfs/Knowledge%20Base%20Import/cI3DwfUwXN6kKikDJdnNknqtOEMkJLUotw.png) **Data Import Files Available: ** - **Customer: **This will allow you to bulk upload customers on GH. This will include the customer names only. Additional information about the customer such as address and contact person/s will have to be added under Organization \> Customers. Here are the steps to follow:  - Go to Organization \> Company \> Data Import - Select **Customers **from the Import Type Dropdown - Make sure to use the Customer upload template. Download this and fill it out.![](https://university.guardhousehq.com/hubfs/Knowledge%20Base%20Import/unliDrX84YokXW6vvkaWjYrKejd2KixyVw.png) - When done, import the file. Click **Choose File** then **Import**. ![](https://university.guardhousehq.com/hubfs/Knowledge%20Base%20Import/xpfdZgMmZfqT7gN7_nbfMWbJF_CypiH5hg.png) - Check under **Organization \> Customers **the imported customers. Add customer details as needed. - **Sites: **This will allow you to bulk upload different sites for different customers on GH. Uploaded data will include the site name and the customer it should be attached to. Other site details will have to be manually added under Organization \> Sites. Here are the steps to follow:   - Go to Organization \> Company Data Import - Select Sites from the Import Type Drop Down - Make sure to use the Sites upload template. Download this and fill it out.![](https://university.guardhousehq.com/hubfs/Knowledge%20Base%20Import/ax9OWRlV8SgNQ4hegae3BrpB3USs2SwbrA.png)![](https://university.guardhousehq.com/hubfs/Knowledge%20Base%20Import/1Evi1NVUTeRRlflx03PS9rBmFoNDnIn1yQ.png) - When done, import the file. Click **Choose File** then **Import**. ![](https://university.guardhousehq.com/hubfs/Knowledge%20Base%20Import/QDfJtTsokUfIa6Zq-PjbbjiEMV5YDKSpGw.png) - Check under **Organization \> Sites **the imported sites. Add site details as needed. Make sure that address is correct and a geofence is set up per site.  - **Staff**: This will allow you to bulk upload staff details on GH. You can upload the following details:  - First Name, Last Name - Email - Mobile Number - Employee ID - DOB (Date of Birth ex: dd/mm/yy) - Gender - Address, City, Country (State will have to be added manually), Post Code                             Here are the steps to uploading staff details:  - Go to Organization \> Company \> Data Import - Select **Staff **from the Import Type Dropdown - Make sure to use the Staff upload template. Download this and fill it out. Please refer to the list above for the data that can be imported to GH ![](https://university.guardhousehq.com/hubfs/Knowledge%20Base%20Import/MuVZOoUUAE4vfEQAtEn_wL5zgkAI12-Y_A.png) - When done, import the file. Click **Choose File** then **Import**.![](https://university.guardhousehq.com/hubfs/Knowledge%20Base%20Import/VbeftTMe9ra7OTZLWA198687V05FEUtjSg.png) - Check under **Organization \> Staff **the imported staff. Add staff details as needed.  - **Document Upload (staff)**: This will allow you to upload staff documents such as certificates, contracts, etc of your staff. The aim of this feature is for you to have one repository of your staff documents (Organization \> Staff \> Staff Documents). Here are the steps to uploading staff documents: - Go to Organization \> Company \> Data Import - Select **Document Upload **from the Import Type Dropdown - Make sure to use the **file name format** (**\\\.\)**to ensure that the documents are uploaded.  ![](https://university.guardhousehq.com/hubfs/Knowledge%20Base%20Import/MJA-1ryuiHItj4lmhTIoZWKhLfuZhx-hFg.png) - The employee ID can be found/added under Organization \> Staff ![](https://university.guardhousehq.com/hubfs/Knowledge%20Base%20Import/apbb4Bc764I5GVXAR97igTawJr3eNqtcdQ.png) - When done, import the file. Click **Choose File** then **Import**. Documents with incorrect file name format will not be uploaded and there will be a list to show them.![](https://university.guardhousehq.com/hubfs/Knowledge%20Base%20Import/pwGndcJflobJdSyS0dtvmwlANImrZ6SfrQ.png)![](https://university.guardhousehq.com/hubfs/Knowledge%20Base%20Import/V_2BbUR6BRCSWiJ3dneWi5ZvqrcHp7RQ0g.png) - If the import is successful, go to Organization \> Staff \> Staff Documents \> Employee Documents to check the uploaded files.  - [Dashboard](https://university.guardhousehq.com/dashboard?hsLang=en) - [Schedule](https://university.guardhousehq.com/schedule?hsLang=en) - [Timesheets](https://university.guardhousehq.com/timesheets?hsLang=en#main-content) - [Timesheets v1](https://university.guardhousehq.com/timesheets?hsLang=en#timesheets-v1) - [Timesheets v2](https://university.guardhousehq.com/timesheets?hsLang=en#timesheets-v2) - [Paysheets](https://university.guardhousehq.com/paysheets?hsLang=en#main-content) - [Payroll Extracts](https://university.guardhousehq.com/paysheets?hsLang=en#payroll-extracts) - [allowance/s](https://university.guardhousehq.com/paysheets?hsLang=en#allowance-s) - [Invoicing](https://university.guardhousehq.com/invoicing?hsLang=en#main-content) - [New Zealand](https://university.guardhousehq.com/invoicing?hsLang=en#new-zealand) - [Reports](https://university.guardhousehq.com/reports?hsLang=en#main-content) - [Staff Reports](https://university.guardhousehq.com/reports?hsLang=en#staff-reports) - [Incidents](https://university.guardhousehq.com/incidents?hsLang=en) - [Company Settings](https://university.guardhousehq.com/company-settings?hsLang=en#main-content) - [Timeclock](https://university.guardhousehq.com/company-settings?hsLang=en#timeclock) - [Onboarding](https://university.guardhousehq.com/company-settings?hsLang=en#onboarding) - [Integrations](https://university.guardhousehq.com/company-settings?hsLang=en#integrations) - [Payroll](https://university.guardhousehq.com/payroll?hsLang=en#main-content) - [Allowances & Deductions](https://university.guardhousehq.com/payroll?hsLang=en#allowances-deductions) - [Customers](https://university.guardhousehq.com/customers?hsLang=en#main-content) - [Customer Portal](https://university.guardhousehq.com/customers?hsLang=en#customer-portal) - [Sites](https://university.guardhousehq.com/sites?hsLang=en) - [Tours & Patrols](https://university.guardhousehq.com/tours-patrols?hsLang=en) - [Staff](https://university.guardhousehq.com/staff?hsLang=en) - [Subcontractor](https://university.guardhousehq.com/subcontractor?hsLang=en#main-content) - [Subcontactor Sharing](https://university.guardhousehq.com/subcontractor?hsLang=en#subcontactor-sharing) - [Frequently Asked Questions](https://university.guardhousehq.com/frequently-asked-questions?hsLang=en) - [Getting Started](https://university.guardhousehq.com/getting-started?hsLang=en) - [Holidays](https://university.guardhousehq.com/holidays?hsLang=en) - [Documents](https://university.guardhousehq.com/documents?hsLang=en) - [Leave / Unavailability](https://university.guardhousehq.com/leave-unavailability?hsLang=en) - [Guardhouse Support Topics](https://university.guardhousehq.com/guardhouse-support-topics?hsLang=en) - [Invoicing Integrations](https://university.guardhousehq.com/invoicing-integrations?hsLang=en) - [Payroll Integrations](https://university.guardhousehq.com/payroll-integrations?hsLang=en) - [Product Updates](https://university.guardhousehq.com/product-updates?hsLang=en) - [Release Notes](https://university.guardhousehq.com/release-notes?hsLang=en) - [Webinars](https://university.guardhousehq.com/webinars?hsLang=en) - [Xero](https://university.guardhousehq.com/xero?hsLang=en) - [Guides for Guards](https://university.guardhousehq.com/guides-for-guards?hsLang=en) - [API Integration](https://university.guardhousehq.com/api-integration?hsLang=en) - [Integrations](https://university.guardhousehq.com/integrations?hsLang=en) - [Tablet Clock-in/Clock-out](https://university.guardhousehq.com/tablet-clock-in-clock-out?hsLang=en) [![Text\_gradient gold-1-2](https://university.guardhousehq.com/hs-fs/hubfs/Text_gradient%20gold-1-2.png?width=150&height=20&name=Text_gradient%20gold-1-2.png "Text_gradient gold-1-2")](https://guardhousehq.com) [mailto:support@guardhousehq.com](mailto:support@guardhousehq.com) Copyright © 2025, Guardhouse