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How to Add Staff Record using Import Staff in xPortalNet Software

How to Add Staff Record using Import Staff in xPortalNet Software

Dec 31, 2020

Problem (Issue) Statement:

How to add Staff Record using Import Staff in xPortalNet software

Description:

A guide to add Staff Record using Import Staff in xPortalNet software

Related Software:

  • xPortalNet Lite

  • xPortalNet Standard

  • xPortalNet PS

Related Hardware:

  • All controller model

System Application:

  • Software configuration to add card user in Staff Records

Symptom and Finding:

NIL

Cause:

For first time guide to add Staff Record using Import Staff in xPortalNet software

Solution:

Warning!

  • Users are not recommended to run any xPortal software in Windows XP operating system as the system is unstable

  • Users are also advised to stop the xPortal Services before shutting down the Server PC to prevent any missing transaction issues.

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Summary:

  • To add Staff Record using Import Staff.

Step-by-step Guide:

  • To add Staff Record using Import Staff:

Step 1: To start importing staff, system users first need to create staff records using Microsoft Excel or Text File first. Save the file at a designated location for later access.


Figure 1: Staff Records Data in Microsoft Excel File

 


Figure 2: Staff Records Data in Text File

 

Note

Some compulsory fields for the Staff Records file include Staff No, Card No and Staff Name

 

 

Step 2: Ensure that xPortalNet Services is running

 

Step 3: Go to xPortalNet Client > Data Setup > Access Data Setting > Staff Record and click Get Now! to continue.


Figure 3: Staff Detail List Window

 

Step 4: The Staff Detail Setup Window will be shown. Click Import.


Figure 4: Staff Detail Setup Window

 

Step 5: The Import Staff window will be shown. Click Next to continue.

 
Figure 5: Import Staff Window

  1. Select the same Data Source type as the staff records file created in Step 1

  2. Browse and locate the staff records file.

  3. Select the Sheet Name for Microsoft Excel files.


    Figure 6: Microsoft Excel Selected as Data Source

    Figure 7: Text File Selected as Data Source

  4. Under Import Rules section, select "Add only"

 

 

Step 6: The Column Mapping window will then be shown. Map the Source Column Number with the Destination Field to allow the software to make sense of the imported data. Click OK.


Figure 8: Mapping the Source Column No with the Destination Field

 


Figure 9: Mapping Door Access Code to the Relevant Destination Field

 

Note

Ensure that the Start From Row and End At Row is correct

 

 

Step 7: The Ready to Import window will then be shown. Check and ensure that there are no errors. Click Confirm to continue.


Figure 10: Ready to Import Window

 

Step 8: The software will then proceed to import the Staff Records. Once the import process is completed, the following Import Staff Result window will be shown. Click Close to continue.


Figure 11: Import Staff Result Window

 

Step 9: The software will then automatically Send Door Setting (install card) to all controllers. The Delivery Report window will then be shown to indicate the send process results.


Figure 12: Delivery Report Window

 

Step 10: The newly added staff records will be listed in the Staff Detail Setup window.


Figure 13: Staff Detail Setup Window Showing the Newly Added Staff Records

Common Issues:

NIL

Porting Date:

27/11/2018 (Rev 1.0)

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