Interlogix TruPortal User Guide - Manual (Page 14)

Using the Import/Export Wizard
6 TruPortal Import/Export Wizard User Guide
Importing, Adding, or Updating Persons or Credentials
The Import/Export Wizard can be used to quickly import an existing database (such as from human
resources or another access control system) to a new installation. The Import Wizard will update
existing persons records in the System with data from the CSV file.
The Import/Export Wizard can also be used to perform batch operations, such as adding new staff or
updating multiple existing persons records, which saves time as compared to updating records
individually.
Import Persons and Credentials from a CSV File
The Import/Export Wizard can be used to map the fields of a CSV file to the System database table,
and import the persons and credentials.
Note the following details about importing persons and credentials:
• A persons record consists of user-defined fields for personal information, credentials (badge ID,
PIN, and access level), and optional user account information to allow users to log in to the
System.
• Import and export of user account data is not supported.
• Only user-defined personal data and credential data can be imported and exported.
• At a minimum, either the First Name or Last Name data field is required.
• The Credential ID data field is only required if credential fields are included in the layout.
• If a person listed in the CSV file already exists in the database, then the Import Wizard will update
the existing persons record with the data from the CSV file.
• Check to ensure that CSV records are properly formatted before importing them, and then review
records in the User Interface after importing them. The Import/Export Wizard will detect many
CSV formatting errors, but not all.
• The Import/Export Wizard exports records on a per credential basis. For records that only include
the person fields, users with multiple credentials may appear as duplicate records.
To import persons and credentials from a CSV file:
1. Insert the product disc in the client workstation’s CD/DVD drive.
Alternately, if the disc image was downloaded and extracted to the client workstation’s hard
drive, open Windows Explorer, navigate to the disc image on the hard drive, and double-click the
start.hta application to launch the Utilities software.
2. When the Utilities page appears, click Import/Export Wizard .
3. Select a Language , and then click [Next].
4. Type the Panel IP Address .
5. Type the Administrator’s User Name and Password , and then click [Next].
6. Select Import Add/Update Person and Credentials , and then click [Next].
7. For each field in the CSV file:
a. Click [Add].
b. Type the field name, exactly as it appears in the CSV file, in the Import Field .
c. If the field in the CSV file does not have a corresponding field in the database or if the field
should not be included in the import or update, select “[Blank],” otherwise select the
appropriate field.