How to Import Staff Record using Startup Wizard in xPortal3000 Software

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• To create Staff Record using Microsoft Excel or Text File:

Step 1: Users can choose to create the Staff Record import file using Microsoft Excel. Ensure that the file is named as "Staff Records", and that the staff record data are contained in "Sheet 1" of the Excel spreadsheet.

Figure 1: Staff Record Import File Using Microsoft Excel Spreadsheet

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Step 2: Alternatively, users can also choose to create the Staff Record import file using text file. Similarly, ensure that the file is named as "Staff Records", and that each column is separated by a comma (,).

Figure 2: Staff Records Import File Using Text File Format

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• To import Staff Records using Startup Wizard:

Step 1: Ensure that xPortal3000 Services is running.

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Step 2: Go to xPortal3000 Client > Startup Wizard Icon. The Startup Wizard will be shown as below. Click on the Card User icon.

Figure 3: xPortal3000 Startup Wizard Window

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Step 3: The following window will then be shown. Click Method 2: Importing card user record from Excel or CSV file to import staff record via the Startup Wizard.

Figure 4: Method 2: Importing Card User Record from Excel or CSV File

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Step 4: If the following message is shown by the software, click OK to continue.

Figure 5: No Record Found! Error Message

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Step 5: The Select Data Source window will then be shown. Select the correct Data Source type according to your import file type; i.e.: Microsoft Excel or Text File. Users must ensure that the Add only option is selected under the Import Rules section. Click Next to proceed to the next window.

Figure 6: Select Data Source Window

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For Microsoft Excel:

Click Browse to select the staff record file that you have created. Ensure that you have selected the correct sheet where the data is located under the Sheet Name field.

Figure 7: Relevant Fields if Data Source is Selected as Microsoft Excel

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For Text File:

Click Browse to select the staff record file that you have created. Select the correct Column Delimiter character which separates different characters in the Text File. 

Figure 8: Relevant Fields if Data Source is Selected as Text File

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Step 6: The Column Mapping window will be shown. Map the correct Source Column No. to the correct Destination Field according to the interface as shown below. Check and ensure that the Start From Row and End At Row settings are correct. Click Next to proceed to the next window.

Figure 9: Column Mapping Window

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Users can still edit the relevant fields as shown by the screenshot below:

Figure 10: Editing Door Access Code for Staff 100010 in the Column Mapping Window

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Step 7: The Ready to Import window will then be shown. Ensure that there are no errors in the mapping and that the Status column for all staffs are shown as OK.

Figure 11: Ready to Import Window

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Step 8: The Import Staff Result window will be shown next. Click Close to continue.

Figure 12: Import Staff Result Window

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Step 9: The Delivery Report window will then be shown. Ensure that all the data sending process return the status of OK! Click Close to continue.

Figure 13: Delivery Report Window

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Step 10: The newly added staff record will be listed in the Staff Detail Setup window. Click Close to exit from the window.

Figure 14: Details of the Imported Staff Records in the Staff Detail Setup Window

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Step 11: The newly added staffs can now flash the valid access cards to the respective controllers to gain access. The software will record the "Valid Entry Access" transaction.

Figure 15: Latest Event List Recording the Valid Entry Access Transaction