Table of Contents
Please make sure to design your card template and add the fields you want to be displayed on your cards BEFORE you upload your CSV file.
Card ID: This is a unique card ID used to identify each card in the system. This won’t be shown to your cardholders or displayed on the card itself.
Unique Identifier: Unique Identifier is used to verify cardholder identity before they can install an ID card for your institution in the app. It can be an email address or ID number (whichever you selected while designing your card template). This won’t be displayed on the card itself.
Security Question(s): Security Questions are used to verify cardholder identity before they can install an ID card for your institution in the app. At least one security question is required. Although you can use anything you’d like as your security questions, some of the examples include the date of birth, phone number or the last 4 digits of a social security number. This won’t be displayed on the card itself.
Barcode Value: This is the value displayed in the barcode. You can either import your barcode values (typically it is a cardholder ID number) or you can skip this field if you selected the option to auto generate barcode value while designing your card template.
Cardholder Data: (Name, Title, Email, etc.). You can add any data you’d like to be displayed on your ID cards. To import ID photos, create a separate column with image URLs or if you’d like to import photos via a zip file, create a column with image file names as they appear in the zip folder (must include file extension).
Recipient Email Address: If you are planning to issue cards via email, include email addresses for each cardholder in your file.
Note: You can use the same value for multiple fields. For example, you can use a cardholder ID number as a Card ID, Unique Identifier, and Barcode Value. You don’t have to have separate columns for each, you can simply match the fields during Step 5.
Step1: Log in to your IDMS account and from the navigation bar on the left click on “Card Data”.
Step 2: Once on the Card Data page, click on “Import Data”.
Step 3: Click on “Add New Data & Update Existing Records” if you are adding new data, as well as updating existing data.
Step 4: Select the actions for existing records missing from your file and click “Next”.
Step 5: Check the fields that you would like to update and select if you would like or would not like to update existing data with empty values.
Step 6: Click on the “Upload CSV/TSV” button and choose an appropriate file from your computer.
Step 7: Map the columns from your CSV file to the fields in your card template and click on “Import Card Data” to finalize your data import.
Note: “Skip the first row when importing the Card Data File” if the first row in your file is made up of column headers (Custom Card ID, Name, Title, etc.).
Step 8: Wait for your import to process. Once processed, your data will be available to view on the “Card Data Dashboard” page.
That’s all it takes to import new and update existing data! If you still have questions regarding importing data to your ID Management System, do not hesitate to chat with us!
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