In the ID Management System, you can bulk-import new card records and update existing ones simultaneously, if needed. This guide will show you how to do this effectively.
Note: Before uploading your CSV file, ensure that you have completed designing your card template and added all the fields you want to display on your cards
Step 1: Click Import Card Records
From the left panel navigate to the Cards Records and click the three dots for the card template you want to update the records. Now click on the “Import Card Records” link.
Step 2: Upload CSV File
Upload your CSV file. If you need help preparing your file for import, you can download the ‘Example CSV’. It will show exactly what data needs to be added to your spreadsheet based on how you customized your card template to ensure a successful import.
Step 3: Update Existing Records
Select the “Add New Records and Update Existing Records” option or “Add New Records and Update or Archive Existing Records” option based on your importing needs.
Step 4: Select Import Actions
Select the actions you want to take place for the existing records missing from your new import if there are any.
Step 5: Update Fields
Select the fields that you would like to update for the existing card records or deselect them if you don’t want them updated. Once finished click ‘Next’.
Step 6: Map Card Fields
Match the columns from your CSV file to the fields in your card template. Click on ‘Import Card Records’ to finalize your data import.
Step 7: Set Advanced Configurations (Optional)
Add advanced configurations (Optional).
Step 8: Review and Import Data
Review your configurations and settings. When finished, click on “Start Importing Data”.
Note: CSV imports can take from 3 to 30 minutes to process depending on the size of the CSV file. Once processed, your card records will be available to view on the “Card Record Dashboard” page.
All set! If you’re having any issues or have questions about importing card records to your IDMS account, do not hesitate to chat with us!