Import & Export

Import passes to The Wallet Crew

The Wallet Crew provides a powerful import tool for bulk importing or updating passes using XLSX files. This guide walks through the process and explains important considerations.

Overview

The import tool supports:

• Bulk creation of new passes

• Updating existing passes

• Handling different pass types

• Managing pass identifiers and additional data

• Progress tracking and error reporting

Before You Begin

1. File Format: Prepare the XLSX file with the following considerations:

   • Column names should be clean and avoid special characters

   • Data should be properly formatted according to the expected types

   • The file should contain all necessary pass information

2. Required Columns:

   • id (optional): If present, used to identify existing passes

   • passType (optional): The type of pass. If not specified, a default type must be selected

   • Other columns will be treated as additional data

3. Data Validation:

   • Email addresses should be properly formatted

   • Phone numbers should follow standard formats

   • Dates should be in a consistent format

Import Process

Step 1: Access the Import Tool

1. Navigate to the Passes section in The Wallet Crew

2. Click the Import Passes button

3. Select the XLSX file

The Import Passes action sits above the passes list.

Step 2: Configure Import Settings

The import modal shows two important settings:

1. Discriminator Column:

   • If the file has an id column, it is automatically selected

   • Otherwise, choose a column that uniquely identifies each pass

   • This column will be used to determine if a pass should be created or updated

2. Default Pass Type:

   • Select the default pass type for passes that don't specify one

   • This is required if the file doesn't include a passType column

Step 3: Review and Import

1. Review the total number of passes to be imported

2. Check that the discriminator and pass type settings are correct

3. Click Import to begin the process

Verify the discriminator column and the default pass type before starting the import.

Step 4: Monitor Progress

During the import:

• A progress bar shows the current status

• The number of passes created and updated is displayed

• Any errors are displayed in real-time

• The import can be cancelled at any time

Watch the created, updated and error counts while the import runs.

Important Notes

1. Batch Processing:

   • Passes are imported in batches of 16 for optimal performance

   • The process continues even if some passes fail to import

2. Error Handling:

   • Invalid data formats are reported

   • Missing required fields are highlighted

   • Errors can be reviewed and corrected

3. Cancellation:

   • The import can be cancelled at any time

   • The browser window should remain open during the process

4. Data Processing:

   • Empty values are converted to null

   • Special columns (id, secret, creationDate, etc.) are excluded from additional data

   • Metadata fields are handled separately

After Import

1. The page will automatically refresh to show the updated passes once the modal is closed

2. The import report shows:

   • Number of passes created

   • Number of passes updated

   • Any errors that occurred

Best Practices

1. Data Preparation:

   • Clean the data before import

   • Use consistent formatting

   • Validate email addresses and phone numbers

2. File Structure:

   • Keep column names simple and clear

   • Use standard date formats

   • Include all required fields

3. Large Imports:

   • For large files, consider splitting them into smaller batches

   • Monitor the progress and check for errors

   • Keep the browser window open during import

Troubleshooting

If issues occur:

1. Check the error report for specific problems

2. Verify the file format and data

3. Ensure all required fields are present

4. Try importing a smaller batch to test