How to Import New and Update Existing Card Data?

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.

What to Include in 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 cardholder ID number) or you can skip this field if you selected the option to autogenerate 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.

data-demo

Note: You can use the same value for multiple fields. For example, you can use cardholder ID number as 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.

Start Importing #

Step 1: Log in to your IDMS and from the Card Templates page click on “View Data.”

View Data

Step 2: Once on the Card Data Dashboard page, click on “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: 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.

Update Existing Data

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

Upload CSV/TSV

Step 6: 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.

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. Once processed, your data will be available to view on the “Card Data Dashboard” page.

Card Data

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!