Step 1- Log in to your IDMS and from the Card Templates page select “View Data.”

View Data

Step 2- Once on the Card Data Dashboard page, select “Import Card Data”

Import card data

Step 3- Click on “Add & Update Data” If you are adding new data, as well as updating existing data

Add & Update Data

Step 4- Update Existing Data. Select 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.

Update Existing Data

Step 5- Click on “Upload CSV/TSV” button below and choose an appropriate file from your computer.

Upload your CSV

What to Include in your file:

Card ID: A unique ID used to identify each card in the system. This won’t be displayed on the card.
Unique Identifier: Answers are used to verify user identity before creating a card. It can be an email address or ID number (whichever you selected in the card builder). This won’t be displayed on the card.
Security Question(s): Answers are used to verify user identity before creating a card. 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.
Barcode Value: A value displayed in the barcode. You can either import cardholder ID numbers or skip this field if you selected the option to autogenerate barcode value in the card builder.
Cardholder Data: (Name, Title, Email, etc.). You can add any data you’d like to be displayed on the card. Just make sure that the fields you want to be displayed on the card are added to the Card Template. 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).

data-demo

Step 6- Map the columns from the data file to the card fields (refer to card template) and Click on “Import Card Data” to finalize your data import.

Import Card Data

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 7- Wait for your import to process and once it has been imported it should be available to view in the “Card Data Dashboard.”

Card Data

That’s all it takes to import and update your existing data! If you still have questions regarding importing data to your ID Management System, do not hesitate to chat with us!

in ID Management System