PatrolSync
FenCoreGuard onboarding
CSV import
Import guards from a spreadsheet.
CSV import is useful when you already have guards in a spreadsheet. PatrolSync validates the file before import, generates a unique PIN for each guard, and sends setup help by SMS on Pro plans.
Before uploading
Create the sites in PatrolSync first.
Replace the sample row in the downloaded CSV template.
Every imported guard needs a mobile number.
The site column must match an existing site name.
Make sure SMS allowance or credit is available before importing.
CSV format
Use the template columns PatrolSync expects.
The first row must be the header row. Keep the column names in lower case, then add one guard per row.
| Column | Status | What to enter |
|---|---|---|
| name | Required | The guard's full name. |
| mobile | Required | The guard's mobile number. UK and Irish mobiles can be entered with or without the leading zero. |
| site | Required | The site name exactly as it appears in the PatrolSync portal. |
| licence_authority | Optional | The licensing authority, such as SIA or PSA. |
| licence_type | Optional | The licence type, such as Door Supervisor or Security Guard. |
| licence_number | Optional | The guard's licence or registration number. |
| licence_expiry_date | Optional | Use YYYY-MM-DD format, for example 2027-05-01. |
Example CSV row
name,mobile,site,licence_authority,licence_type,licence_number,licence_expiry_date Jane Smith,07123456789,Main Site,SIA,Door Supervisor,SIA123456,2027-05-01
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