User CSV Import
When importing users from a CSV file, there is currently no duplicate checking on the PIN and Card Numbers meaning it is possible to create users with conflicting numbers. We recommend checking the CSV file before import to ensure all numbers are unique.
The CSV Import feature enables the transferring of user data from an external source into Protege WX, automatically mapping the user information to the corresponding fields in Protege WX.
Only UTF-8 character set is supported in a CSV file.
Important:
The CSV file must be in the following format:
- FirstName,LastName,FullName,Facility,Card,PIN,AccessLevel
The following rules apply:
- Each field must have a value, however the firstname/lastname can be omitted if the fullname is used and vice versa.
- The facility can be omitted if it is prepended to the card number and separated with a colon (e.g. 123:4567)
- If a matching Access Level is not found, a new access level is created.
- The PIN and card must be unique for each user.
- The file cannot contain a header row.
The following are valid examples:
- Joe,Stanley,Joe Stanley,123,4587,1418,Warehouse Staff
- Georgia,Smith,,123,4654,6884,Warehouse Staff
- ,,Billy Randall,123,4727,3492,Warehouse Staff
- Frank,Powell,,,123:4639,3160,Warehouse Staff
To Import Users From a CSV File:
- Navigate to Users | Users and select the Import button.
- Browse to and select the CSV file you wish to import the users from, then click OK.
- The Users records are created and a message displayed to indicate the action was successful.