Importing Cards

  1. From the Users toolbar, select the Import/Export CSV File button. The Import / Export CSV file dialog will display on screen.
  2. In the Select Operation drop-down list, select Import.
  3. Click the Available patterns button to select the pattern that will be used to import the cards information (for more information on how to create a pattern, Creating a New Import/Export Pattern).
  4. For the Transaction file, click on the three-dot, browse your hard drive to the CSV file that contains the data to import into the card database .
  5. Once the file has been selected, click Open. You will return to the Import / export CSV file window.
  6. If no errors are present (or once you have corrected errors), click Import to complete the operation.
    Note: The system scans the file to be imported; then it displays the results using a colour code. Each entry is identified by a colour flag. A yellow or red flag identifies an entry in error. Errors are frequently caused by the patterns. You have to select another pattern or edit the pattern you are using so that the pattern entries have to match the source file entries. There may be errors also even if the transaction code is identified by a green flag.