Using the Import/Export Wizard
12 TruPortal Import/Export Wizard User Guide
Delete Credentials
The Import/Export Wizard can be used to delete credentials without deleting an entire persons record.
To delete unused or unwanted credentials, a CSV file listing the credentials to be deleted from the
System is needed.
Note: No data other than the Credential ID is required to delete credentials. However, for
convenience, it is useful to have a First and Last Name, or at least a Person ID, so that as
the CSV file is prepared for the deletion, the credentials to be deleted will be obvious.
1. Obtain a CSV file to use as the source for deletion. Remove all persons records except those
whose credentials should be deleted from the System.
2. Insert the product disc in the client workstation’s CD/DVD drive.
Alternately, if the disc image was downloaded and extracted to the client workstation’s hard
drive, open Windows Explorer, navigate to the disc image on the hard drive, and double-click the
start.hta application to launch the Utilities software.
3. When the Utilities page appears, click Import/Export Wizard.
4. Select a Language, and then click [Next].
5. Type the Panel IP Address.
6. Type the Administrator’s User Name and Password, and then click [Next].
7. Select Delete Credentials, and then click [Next].
8. Map the fields in the CSV file to the corresponding fields in the System:
IMPORTANT: Every field in the CSV file does not need to be mapped when deleting
credentials. The critical field is the Credential ID field, which will be used to
match CSV file records to the System records. However, since the records in
the CSV file are read from left to right, be sure to map every field in the CSV
file that precedes the credential ID.
a. Click [Add].
b. Type the field name, exactly as it appears in the CSV file, in the Import Field.
c. If the field in the CSV file does not have a corresponding field in the System database, select
“[Blank]” for the field; otherwise select the appropriate field.
9. (Optional) Click [Save] to save the import layout as a template.
a. Type a descriptive File name.
b. Choose a path for the import template.
c. Click [Save].
10. (Optional) Change the default Date Format.
11. (Optional) Change the Delimiter Character.
12. Be sure Include Header is checked.
The header row in a CSV file provides the labels (descriptions) of each field (column). This
option should only be cleared if the header row is not needed.
13. Click [Next].
14. In the Data File field, browse to and select the CSV file that contains the credentials to be
deleted.
15. Click [Execute].
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