How to batch upload names into monitoring

Within the Monitor module there is the functionality to batch upload a long list of names directly into ongoing monitoring which prevents you from having to input them one by one.


Next to the ‘Add Client’ button in the Monitor module, you will see the ‘Import’ button. Click this.


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After clicking this you will then need to download and populate the import spreadsheet by clicking on the hyperlink provided. The spreadsheet will then be generated, and you can now populate with the names, and other relevant details, of those you wish to add to ongoing monitoring.


Once complete, and saved, you can then return to the Monitor module, choose the file you have just created. And import it to the module. The name will be added to the dashboard of names currently in that module.

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