If you have your cardholder information in spreadsheet format, and would like to upload the records as a batch rather than entering each record separatetly, following are the instructions to do this:

1. The records should be stored in Excel (.xls) format with the field names in the first row. The file should contain a column which contains the filename of the photo image (and signature image, if applicable) for each cardholder (no path information is needed). Note the name of the worksheet where the data is stored.
2. After logging in, select "Expert Mode" from the "Badging Mode" menu.
3. Click the "Designs" button.
4. Select "Design New from Blank"
5. On the next screen, click the "Database Options" button.
6. Click "Upload your own database"
7. Locate the workbook file and enter the name of the worksheet.
8. Click "Upload Database"
9. The next screen will display the field names in the left column along with the first two cardholder records to the right. You can rename or deselect fields as appropriate. Click "Next Step".
10. Next is the "Map Special Columns" page. Our system considers certain data fields to be "special". These include Full Name, First Name, Middle Name, Last Name, Photo Filename, and Signature Filename. If any of these descriptions match any of the fields from your uploaded data, select the appropriate "Special Column" from the dropdown list for each match. Please note that you should not select the same Special Column value for more than one field. You do not need to use every Special Column value. However, you should at least match EITHER "Full Name" OR both the "First Name" and "Last Name" values. If you plan to upload cardholder photos or signature image, you must match those Special Column values to the fields that contain the filenames for those images. Enter a name for your new database at the bottom of the screen. Click "Create Database".
11. On the next screen, you can change the order that the fields will appear on your record input form by selecting the field you want to move, and using the "Field Up" and "Field Down" buttons to move the field. Note, there is no need to change the position of the image fields, as these are not displayed on the record input form. When finished, click "Save Changes".
12. Your new database is now uploaded and ready to use. If you want to upload photo or signature images for the cardholders in your database, repeat steps 2-5 to get to the "Database Options" screen.
13. Once there, select the "Upload Images" option.
14. The first time you access this screen, you may be prompted to download and install an ActiveX control which we use to handle the uploading of images. If you see this prompt, please choose the option to allow the download.
15. From the "Select Database" dropdown box, locate and select the database you just created.
16. Click the "Select Files" button at the bottom of the screen to select individual image files to upload, OR, click "Select Folder" if your images are all stored in the same folder, and you wish to upload every file in that folder. Please note that there is a 2.5MB size limit for individual files, and the combined size of any batch of files cannot exceed 10MB. So please make sure that all the image files are smaller than 2.5MB each, and break your upload batches into smaller batches, if needed, so that no single batch exceeds 10MB at a time.
17. Now that your database and photos are uploaded, you can now proceed to create your card template, and link it to the new database. Repeat steps 2-5 again.
18. From the "Database Association" section, use the dropdown box to select your new database.
19. After selecting your database, that window should close, and you will return to the "Card Options" page. From here, select the options you wish to apply to your new card design. When finished, click "Next Step" to proceed to the Design Center where you can create your card design template.