Passportal Help

Importing Passwords by CSV

One of the ways you can bring data into Passportal is by importing it through our CSV import templates.

To access the templates, navigate to the Import / Export link under the settings section and select Import Templates - Download OR go to Downloads link under the settings section and select Excel Import Templates to download.

The files in Download and Import / Export are the same, so there is no need to download both.

If you encounter an error when importing please try opening your CSV in notepad++ and check to see if there are any extra columns on the csv.

To import subfolders add two // Example. Admin//Firewall

If you wish to import a particular password into your "my vault", Navigate to the "my vault" section and select "new" and the select "import" from the drop-down. There is also a Special "my vault template" that can be found here.

in Import/Export in

Alternatively, Under Settings / Downloads:

The downloaded files are CSV files and can be opened in any spreadsheet editor.

To import passwords, open the Passwords import template.

On each row input a different password entry.

All characters must match exactly.

The Passportal ID field is always blank. Typing in an existing passwords ID will cause the import template to create a new entry.

The client name is the client that the password is being imported into. Multiple clients can be imported into using a single CSV file. If you wish to import a particular password into your users' vault, Navigate to the "my vault" section and select "new" and then select "import" from the drop-down.

The credential type is the type of password and corresponds to the credential types listed on the credential types page. Examples include "Router", "Domain Administrator" or "Website". Typing in a credential type that does not currently exist in the credential types list will create that credential type. Like all other fields, this is case sensitive, and typing "router" will create a duplicate if "Router" already exists. For more details, see Managing Credential Types.

The description field is displayed on any password list, ensure that it accurately describes the password.

Expires (Yes/No) is a toggle to determine whether the password will follow a rotation policy or not. Like all other fields this is case sensitive e.g. type Yes or No and not yes or no (lowercase).

The notes section is for any additional information to be included with the password, including but not limited to; additional credential information, serial numbers, login instructions, alternate URLs, configuration information, etc.

The URL will store the URL for the password, and allow the website to be launched when viewing the password. This URL will also be used for our one-click login tools.

The folder field will determine which folder inside the client the password will be imported into (if any). If the folder does not currently exist, it will be created. To add a subfolder add // so, for example, Admin//firewall this will create the folder and subfolder.

Like all other fields this field is case sensitive and for example, typing "Tools" in one password and "tools" in another password will create duplicate folders.

When you are finished, ensure that all characters match exactly. The import is white space and case sensitive, improper white space and casings may cause undesired behaviour.

If you have Carriage Returns within your notes, you will encounter issues performing the import. Following the Steps below will allow there to be Soft Carriage Returns which are allowed within the import.

Select all cells where you want to remove or replace carriage returns.

Press Ctrl+H to open the Find & Replace dialog box.

In the Find What field enter Ctrl+J. It will look empty, but you will see a tiny dot.

In the Replace With field, Press Alt+enter It will look empty, however, when you click Replace All you will see that changes have been made.

Navigate to the import/export link under the settings section on the sidebar.

Drag and drop the file into the imports pane or click the "Select Files" button and choose the file to be imported.

If the file correctly has the .csv extension it will show a list of the passwords that are to be imported.

Review the data to be imported, then select "Import".