Understanding how to use the People Import Template

Downloading the Template

Tapping/clicking the DOWNLOAD CSV TEMPLATE link in the Import tab when Adding a Person to the Cloud Node system will download a file named import_person_template.csv.

IMPORTANT: If you are not using ALL of the columns when importing the CSV file DO NOT delete the columns that are not being used or you will get errors and the information in the CSV file will not import.

Import Field Information

Below is a list of the columns in the Import Template and the information that should be entered for the Person.

First Name - Enter the Person's first name.

Last Name - Enter the Person's last name. 

Cards - Enter the number printed on the card (or other physical credentials such as fob, wristband, stickers, or other physical/scannable credentials) in this field. To import multiple cards on a person, separate the numbers with a comma and no space (1234,5678 for example).

Groups - Enter the Group/Groups the Person will be assigned to. If the Group does not exist, a Group with the specified name will be created.

Email - Enter the Person's email address to where Bluetooth or Mobile App credentials will be sent to. If no email is entered, entering a value in 'Bluetooth' or 'Mobile App' fields will produce an error on import.

Bluetooth - Enter the number of Bluetooth credential invites that will be sent to the Person, to a maximum of five (5) invites. Sending more than one credential invite to a Person allows the Person to have Bluetooth access on more than one device.

Mobile App - Enter the number of Mobile App credential invites that will be sent to the Person, to a maximum of five (5) invites. Sending more than one credential invite to a Person allows the Person to have Mobile App access on more than one device.

Enabled - Enter a specific value if the Person's account should be enabled or disabled on import. A value of '1' means the account is enabled, while '0' or blank means the account is disabled.

Pin - Enter the unique PIN number for use with keypad readers on the Cloud Node system for the Person. Please note that Pin and Duress Pin share the same 

Duress Pin - The Duress PIN column is only used when a Pin is used on a Person. There are two ways to use the template to enter a Duress Pin for a Person.

• System Generation: If a Pin is entered into the template for the Person, leaving this field blank will automatically generate a Duress Pin by adding a 9 before the entered PIN for the Duress Pin.  
• Manual Input: Enter a unique Duress Pin for the Person.

Active Date - Enter the date when the Person's profile will become active in 'yyyy-mm-dd' format or date and time in 'yyyy-mm-ddThh:mm:ssZ' format. The T between the date and time segments and Z is UTC time. Instead of using UTC time, you can specify the timezone offset by replacing the Z with a +/- and the offset time in hh/mm format.

Expire Date - Enter the date when the Person's profile will be disabled in 'yyyy-mm-dd' format or date and time in 'yyyy-mm-ddThh:mm:ssZ' format. The T between the date and time segments and Z is UTC time. Instead of using UTC time, you can specify the timezone offset by replacing the Z with a +/- and the offset time in hh/mm format.

Custom Fields - For information regarding how to use Custom Fields, please refer to our article about How to use Custom Fields with the Import Template.

Partition - Enter the Partition(s) that the Person will be added to. If no Partition is specified, the Person will be added to the default Partition. Any new Partitions that People will be added to will need to be created before the Import is processed.