You can convert your data from another data management system to use in eWallet. For more information about how the eWallet import works, click here.
eWallet does not support true generic import, but you may be able to format your text data so eWallet can try to import it. You must use eWallet for Windows PC to import (you can use the trial version, if you are not already using eWallet for Windows PC).
The easiest way to do this is in a spreadsheet program like Microsoft Excel, although you can use any text editor or other program that can make a .csv (comma separated values) file as well. The rest of the information on this page will assume you're using Excel.
Format your .csv file as follows:
For each row (card), the Card Type, Card Name and Category are required. Information in all other fields is optional.
In addition, there needs to be one identifier row at the beginning of the file. This can have any information you want (it won't be imported), but does need to have some information (just in the first column).
For the card types supported, columns C through G should have the following information:
Card Type | Column C | Column D | Column E | Column F | Column G |
---|---|---|---|---|---|
Bank Accts | Account # | PIN | Name | Branch | Phone # |
Birthdays | Date | ||||
Calling Cards | Access # | PIN | |||
Clothes Size | Shirt size | Pants Size | Shoe Size | Dress Size | |
Combinations | Combination | ||||
Credit Cards | Card # | Exp. Date | Name | PIN | Bank |
Email Accts | Username | Password | POP3 Info | SMTP Info | |
Emergency Info | Phone # | ||||
Frequent Flyer | Number | Name | Date | ||
Identification | Number | Name | Date | ||
Insurance | Policy # | Group # | Insured | Date | Phone # |
Memberships | Acct # | Name | Date | ||
Phone Numbers | Phone # | ||||
Prescriptions | Rx # | Name | Doctor | Pharmacy | Phone # |
Serial Numbers | Serial # | Date | From | ||
Vehicle Info | License # | VIN# | |||
Voice Mail | Access # | PIN | |||
Web Logins | Username | Password | URL |
Again, the card types in your file must be exactly as shown above.
The table below is an example, showing 6 cards in 2 categories.Then, run the eWallet Card Importer on your .csv file. Select CSV as the file format to import (SplashID for version 7.2).
Don't forget to open your new wallet file using eWallet. This will let you encrypt and check your information. Plus, you'll be able to add more useful information to your existing cards, as well as more cards and card types to your wallet.
Customer Support by: KnowledgeBase Manager Pro v6.2.2 (Built with: JS.GUI - AJAX Code) |