Interlogix TruPortal User Guide - Manual (Page 15)

TruPortal Import/Export Wizard User Guide 7
Importing, Adding, or Updating Persons or Credentials
IMPORTANT: If the CSV file was exported from another database application, such as
personnel records, it very likely contains fields which are not included in the
System database. However, the Import/Export Wizard reads each field in the
CSV file in sequence, left to right. Therefore, if a field in the CSV file does not
have a corresponding field in the database, it must be mapped to “[Blank].”
8. Select a Unique field.
It is highly recommended that something that is unique to each person be used, such as an
employee number, for the unique field. The Credential ID field is selected as unique by default,
and cannot be changed. However, since persons in the System database do not need to have a
credential (they may just have a user account for remote access to the System), an additional
unique field is recommended.
9. (Optional) Click [Save] to save the import layout as a template.
a. Type a descriptive File name .
b. Choose a path for the import template.
c. Click [Save].
10. (Optional) Change the default Date Format .
11. (Optional) Change the Delimiter Character .
12. Be sure Include Header is checked.
The header row in a CSV file provides the labels (descriptions) of each field (column). This
option should only be cleared if the header row is not needed.
13. Click [Next].
14. In the Photo Path field, browse to and select the \Photos folder, if photos are being imported.
Note: Photos must be less than 200 KB or 1.6 megapixels.
15. In the Data File field, browse to and select the CSV file.
16. Click [Execute].
The Import/Export Wizard will import data and display a summary of the records processed,
records imported, etc.
17. Click [Finish] to close the Import/Export Wizard.