Importing , Deleting, and Updating Using The Import/Export Option


Overview

This article outlines the steps to perform a data import of cardholders and cards from a file such as, in this example, a Microsoft Excel spreadsheet. Prior to perform any bulk change to the system a database backup be performed.

Access It! Universal.NET Licensing

The following licensing option must be enabled within the Access It! Universal.NET dongle and is a system wide license.

  • Import/Export - Yes

Bulk Importing

Selecting the data source

  1. Within Access It! Universal.NET navigate to Cardholders
  2. Select Import Data from the toolbar
  3. Select the Microsoft Excel tab
  4. In the File name field, click Select and browse for the supported Microsoft Excel Spreadsheet to import from
  5. If applicable, in the Sheet name field, select the desired sheet
  6. If the first column of the Excel Spreadsheet contains column headers, check the box First row contains column headers
  7. Select Next

Field Mappings

Minimum field mappings required for a card- First Name, Last Name, Card Number, Facility Code.  

  1. Select Add
  2. Find the desired Destination field in the Access It! Universal.NET database the import data will be placed into
  3. Select the corresponding field in the Source section by clicking the right side of the box, which will display a drop down list.
  4. Select the corresponding field from the Microsoft Excel Spreadsheet that will be mapped to the desired destination field. If a static value is to be assigned to the Destination field, select Static Value and enter accordingly
  5. Select Next
  6. Select Finish
    Please see the attached sample file for sample layout.

Bulk Updating

  1. Within the Cardholders screen, select File | Batch Update/Delete Card Data
    If this menu item is not available, this option has not been enabled within your Access it! Universal.NET license.  
  2. Select All records or the selection criteria for the records to be updated
  3. Click Next
  4. Select Batch Update
  5. Select which field to update for the selected records
  6. Enter or configure value accordingly
  7. Click Next
  8. Click Finish
  9. Click OK

Bulk Deleting

  1. Within the Cardholders screen, select File | Batch Update/Delete Card Data
    If this menu item is not available, this option has not been enabled within your Access it! Universal.NET license.  
  2. Select All records or the selection criteria for the records to be deleted
  3. Click Next
  4. Select Batch Delete
  5. Select delete options as needed
  6. Click Next
  7. Click Finish
  8. Click OK

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  • 10-Jul-2019
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