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How to add staff record using Import Staff in xPortal Client software?
Author: Microengine Views: 14115 Created: 09-03-2015 11:47 AM 0 Rating/ Voters

This article contains steps to import staff record in the software. This menu allow you to add staff by importing the staff records using excel or text file.

Applies To:

  • Software xPortal2005, xPortal2007, xPortalNet, xPortal3000     
Resolution Summary 
         

There are 4 ways to add staff record using the xPortal software. You may choose any option that you preferred. The 4 options are small"Manual Add"small"Batch Add"small"Scan List" and "Import Staff"This article will show you the steps of using "Import Staff".



 Resolution 
 

Please complete the following steps in order to add staff record:

This menu allow you to add staff by importing the staff records using excel or text file.

  1. Run xPortal Server and xPortal Client to start adding the staff record. 
  2. Make sure controller is up.
  3. To start import staff, you need to create staff record using Microsoft Excel or Text File first.
  4. The excel sheet/ text file should contains compulsory field Staff No, Card No and Staff Name.

  5. STAFF RECORDS.xls


    STAFF RECORDS.txt

    The default value for Door Access Code is 0000 which is No Access. Please include the Door Access Code in the Data Source file before start importing. You may modify the Door Access Code later in small Door Accessibility after finish importing staff record.

  6. Open Staff Records. Go to Data Setup › Access Data Setting › Staff Records.
  7. Click Import Staff button to import a new Staff Record. A form as below will be displayed.


    1. Select the same Data Source type with the staff record file that you have created. 
    2. Browse the staff record file that you have created.
    3. Select the right Sheet Name for Microsoft Excel data source.


    4. Select the right Column Delimiter for Text File data source.


    5. In Import Rules section, make sure the selected value is Add only.

  8. Click Next button to continue.
  9. Mapped the Source Column Number with the Destination Field.


    Important: If the Door Access Code is not mapped, the default value will be 0000 which is No Access. All staff will have no permission to access the door. Please include the Door Access Code in the Data Source file to grant access on the installed controller for all staff records imported.

  10. Make sure the Start From Row and End At Row is correct.
  11. Click Next to proceed.
  12. Check if there is any exception and make sure the status is OK.
  13. Click Confirm to continue.


  14. The following window will be shown. 
  15. Click Close to continue.


  16. The software will automatically send user setting (install card) to all controllers. 
  17. After downloading all the settings, it will display a report of data being sent. 
  18. Click Close to return to Staff Detail Setup menu.


  19. The newly added staff record will be listed in the Staff Detail Setup menu.


  20. Enter ID Number/ flash card to the reader to verify it is already installed. 
  21. The card will get "Valid Entry Access" if the staff is granted for access on the installed controller.  


  22. Finished.
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  • Summary: This article contains steps to import staff record in the software. This menu allow you to add staff by importing the staff records using excel or text file.
  • Search Tags: add staff record, unlisted user, import staff, add card, unknown card number
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