Exporting Cards

Your organization may need to export the card database data into another application. You may use a predefined template or create a custom template.

  1. From the Users toolbar, select the Import/Export CSV File button. The system displays the Import / Export CSV file window.
  2. From the Select operation drop-down list, select Export.
  3. From the Available patterns list (left-hand pane), select the pattern you want to use when exporting cards. If necessary, you may edit the pattern so that it matches the target application pattern, else, you may create a new one. (For more information on how to create a pattern, see Creating a New Import/Export Pattern).
  4. For the Transaction file, click on the three-dot, then select the folder in which EntraPass will save the card database content. You can open the CSV file in Excel, NotePad, etc.
  5. Once you have selected/created an export folder, click OK to return to the Import / Export CSV file window.
  6. Click the Export button; it is enabled once the transaction file is selected. The system displays a window allowing you to filter the cards you want to export.
    Note: For cards to be included in your file, they must match all the selected filters, if one or more filters are not matched, the card will not be included.
  7. In the Export Card’s filter window, specify the cards you want to export. Once you have made all your selections, click the Export button. The Import / Export CSV file window appears.
    Note: The Transaction file field shows the target file name and location. By default, the export file is saved in the specified folder (Exportdata, in this example). The status bar (lower part of the window), shows the number of imported cards (1, in this example). The default name is YYYYMMDD.csv. You can open the target file with NotePad for instance.