Import Cards - Conventions

Keyscan strongly urges that you have some familiarity with the Client software before you import a CSV file. You should review door and, if applicable, elevator groups. Review the Cardholder Information page to see how the field captions compare to your current CSV field headings. Use the Optional Card Holder fields not covered by the Cardholder Information fields so your CSV file dovetails as closely as possible to the Client cardholder fields.

The CSV file cannot have any commas between names for any field, otherwise the import will fail. Edit out any commas in the CSV file from the spreadsheet before you import the file into the Client software.

Please note the following if you use Excel when saving CSV formatted files:

• Blank cells in the last column may cause Excel to fail to save all entries in the column

• Columns with long numbers may be truncated. See Microsoft’s knowledge based article Q216023 on their web site for more details

• Dates must be formatted as follows: Day/Month/Year

Mandatory Cardholder Database Fields

You must include the following 5 data field headings in your CSV file. They must be formatted exactly as they are shown below since headings are case sensitive. You cannot have spaces between words in the headings. The column headings can be in any order. Any of these data fields can be empty if there is no matching or comparable content. But these 5 headings must be included.

If the site has elevators, include a column for Elevator Group A as shown below:

• ElevatorGroupANumber

GroupANumber refers to a Door Group assignment in the Client software and is generally expressed as a department name. The Client software, however, assigns each Door Group a number from 001 to 511. The GroupANumber field in the CSV file must list the number, not the alpha description. You can change an alpha description to a numeric value in the spreadsheet. You do not have to enter the zeros that precede the number.

ElevatorAGroupNumber refers to an Elevator Group assignment. The same conventions apply as with GroupANumber.

Non-mandatory Cardholder Database Fields

The following fields are found on the Cardholder Information page in the Client software that are non-mandatory. These fields are optional and would only be included if your CSV file had a comparable field. They must be formatted exactly as they are shown below since headings are case sensitive. You cannot have spaces between words in the headings.

Non-mandatory Additional Cardholder Fields

The following fields are the Additional Cardholder Information in the Client software. These fields are optional and would only be included if your CSV file had a comparable field. They must be formatted exactly as they are shown below since headings are case sensitive. You cannot have spaces between words in the headings.

Non-mandatory Optional Cardholder Fields

There are 10 Optional Card Holder fields that are user-defined in the Client software.

Open the CSV file in the spreadsheet and enter the applicable OptionalField# as the heading. Do not use the description given to the optional field for the heading. The headings must be formatted exactly as shown. Headings are case sensitive. You cannot have spaces between words in the headings.

If there are any redundant fields that are not relevant to the Client cardholder fields, delete those fields before you import the CSV file.