Create Profiles

Creating Profiles on the platform allows you to manage individual business locations. There are multiple ways to create profiles. Let's see how it works.

Step 1: Click on ‘Profiles’ at the bottom of the left navigation panel.

Adding a Single Profile Manually

Step 1: Click on ‘Add Profile’ at the top right of the My Profiles section.

Step 2: If there is an existing Google Business Profile (GBP) you will be provided suggestions when you add the profile name, click on the correct suggestion to auto-fill details.

Step 3: You can manually fill in the details. These are the details you will need to provide.

• Profile Name (Required)
  The official name for the business entity (e.g., brand, client, or parent organization). This is how the business will be labeled in the system.
• Industry (Required)
  Select the primary industry or sector that the business operates in (e.g., Healthcare, Retail, Hospitality). This helps with feature alignment and analytics.
• Primary Business Category (Required)
  Choose the most accurate category that describes the business's main function or service offering (e.g., Hotel, Dentist, Restaurant). This is used for content classification and channel publishing.
• Additional Business Category (Optional)
  Select a secondary category if the business falls under multiple services or verticals.
• Address Line 1 (Required)
  Enter the physical street address of the business headquarters or main office. This is often used for directory listings and verification.
• Address Line 2 (Optional)
  Add additional address details like suite number, floor, or building info (if applicable).
• Country (Required)
  Select the country where the business is legally registered or primarily located.
• State (Required)
  Choose the state or province corresponding to the address provided.
• City (Required)
  Enter the name of the city where the business is based.
• Zip (Required)
  Input the postal or ZIP code associated with the business's address.
• Website (Optional)
  Add the business's main website URL (starting with https://). This may be used in listings or reporting.
• Phone (Required)
  Provide the primary business phone number, formatted correctly with country code if necessary. This number may be displayed publicly on listings or used for contact validation.

Step 4: Once you have filled in the details, click on ‘Create Profile’.

Step 5: Once the profile is created you will have the option to connect it with its Google Business Profile to add more location specific data.

Step 6: If you choose to connect it with the Google Profile, select the correct option. Profile details on the platform will be updated using the Google Profile data. Click on ‘Connect Profile’ to copy the data to the platform.

Step 7: The Google Profile information will be populated in the ‘Profile Information’ section.

Adding Profiles via GBP

Step 1: Click on the dropdown option in the ‘Add Profile’ button.

Step 2: Click on ‘Add Profile from GBP’.

Step 3: Select the email address associated with the GBP profile and the ‘Group Name’ or businesses associated with the Google Business Profile, and click on ‘Proceed’.

Step 4: Select the Google Business Profiles you want to add using the check boxes and click on ‘Create Profiles’.

The status at the top of the screen will display the number of profiles being created for the business.

Once the profile's information has been imported successfully, it will populate in the My Profiles section.

Click on the profile to view the profile information.

Use the three-dot menu corresponding to a profile to deactivate a profile or assign it to a business.

Please note: This data will be integrated into the Local platform as well.

Since the data has been migrated from GBP, it will be connected to the GBP profile as well. You can check this in the Configuration section.

Bulk Upload Profiles

Step 1: In the dropdown menu on the ‘Add Profiles’ button select ‘Add Bulk Profiles’.

Step 2: A template spreadsheet will be downloaded to your device.

Step 3: Fill in the profile details here.

Step 4: Save the spreadsheet to your device and click on ‘Choose File to Upload’.

Step 5: Select the file to upload and click on ‘Upload’.

If the profile cannot be updated the ‘Bulk Upload/Download’ section will show a ‘Failed’ status. Click on ‘Download’ in the ‘Actions’ column to download the error report. This will show you the reason the profiles could not be updates.

The data that caused the error will be highlighted in red and the error message is provided in the right-most column.

Rectify the errors and delete the ‘Error Message’ column and reupload the spreadsheet.

If the data is valid, the upload will be successful. In this case, the profiles will be populated in the ‘My Profiles’ section.