DoorKing Remote Account Manager - Manual (Page 69)

5.6.2 Importing Data in CSV Format (Microsoft Excel)
The import process allows the user to import the resident data from a comma separated value (CSV) text file
rather than keying in individual residents in the DoorKing Remote Account Manager program. The import file may
contain more than one account. The import file is generated from a program such as Microsoft Excel that is
capable of saving a file in .CSV format.
Before the import process can begin, you must set up the account(s) in the DoorKing Remote Account Manager
program in the normal fashion. The account name(s) must match the account name(s) in the import file and is
case sensitive. Details of the import file are described later in this section.
The fields on the System Information screen (see 3.1) that need to be set correctly for the import process are:
System Memory, Num of Digits In Dir Code, Model Number and Transactions. Be careful – the fields
described above depend on the specific phone model and features you bought. You won’t be able to send or
receive data between your PC and your phone system if these fields are not set up correctly.
1. Set up an ACCOUNT in the Remote Account
Manager program that you want to import data to.
Be sure the required fields are set correctly as
described in the above paragraph.
2. From FILE pull down menu, select IMPORT and
then choose IMPORT NOW or SCHEDULED
IMPORT. The selected import window will appear
(Fig 68).
3. Type in a path name or use the BROWSE button to
locate the file you want to import (this is the file you
have created in Microsoft Excel and saved in the
CSV format).
3a. If you selected SCHEDULED IMPORT in step 2,
click the days of the week and enter the time that
you want the import to be performed (Fig 69).
Check the REPEAT square if the schedule is to
repeat on a weekly basis. You must also check the
Enable Schedule box to initiate the schedule that
you created.
Figure 68
4. Check the CSV Format box (Main Frame Format is
for special purposes only and is described in 5.6.3).
5. Check INITIALIZE if this is the first time that you are
importing the file to the Remote Account Manager
program, or check UPDATE if you have made
changes to a file that has already been imported to
the Remote Account Manager program. Note: if
this is the first time that you are importing a file,
then update and initialize will do the same thing –
import the file.
6. Check SINGLE ACCOUNT if you are importing
data for a single account, or check MULTIPLE
ACCOUNTS if you are importing data to two or
more accounts. If you are importing to a single
account, select the account from the drop down list.
If you are importing to multiple accounts, the
account name must be present in the import file
that you created in Excel (column A – Account).
Figure 69
7. Click OK and the import will perform immediately or
later if scheduled.
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