You need a text file to import personnel. For
example, an Excel file saved as a CSV.
On the import screen, look up and select your
personnel file.
Go to www.matrixsecurity.com/4Support.html
to download a blank template file (.CSV) that
you can use. The field columns in this file
match the order of the fields in SiteMaster!
On the left are the SiteMaster
fields. After, you select your
file, the column heading
names are on the right hand
side.
Because, I used the file from
Matrix Security, all of the data
elements line up. You can
also use your own file.
If items don't line up, use the
wizard to make your
adjustments. I'll deliberately
change the ID element, so
you can see how this works.
Back in
order again!
Don't miss the two
data elements at
the bottom.
If you want to omit data or if there is field
information that is not available in either
SiteMaster or your import file, use the Skip
Field and/or Skip Data buttons to exclude
information.
Use the left and right
arrow buttons to step
through and check
your records prior to
importing.
Click Finish to
import your file.
Here they are.
The import file had
Departments, so let's
check out the
Departments screen.
You can use the Binoculars
button on the Authorized
Signers list, to add personnel
who can sign for key requests
for issuing keys to personnel.