
Once you've confirmed all the cards, the Import Wizard will import all of the information
from your file into new cards. Wherever possible, the Import Wizard will match your existing
info with the fields in the eWallet. If the Import Wizard can't find a good match for any
specific fields, it will put the information for that field into the Notes area of the card. All
of your current information will always be kept in the new wallet file.
When the import is finished, we recommend that you use eWallet to open your new wallet
file. This will let you check each card to be sure that the info appears as you want it.
For any card, you'll have the option to:
• Import the Card You can either use the Import Wizard's selected card type, or choose
a different card type from the list. The Import Wizard tries to choose the best card match
based on the info being imported. Either way, the Import Wizard will match your existing
info with the fields in the eWallet card. If the Import Wizard can't find a good match for
any specific fields, it will put the information for that field into the "Notes" area of the
card. All of your current information will always be kept in the new wallet file.
• Auto Import Remaining Cards This will skip prompting you for the rest of the card
types, and import the remaining cards using the Import Wizard's best assessment of the
appropriate eWallet card type. The same rules above will be followed.
• Skip Card This will mark the current card as not to be imported.
• Skip Remaining Cards This will mark the rest of the cards in your import file as not to
be imported, and will take the Import Wizard to the next step (actually importing the
cards).
• Cancel Import Wizard This will cancel the card Import Wizard. Your new wallet file
will not be created.
When this stage is done, the Import Wizard will import your information to the new wallet
file you've specified. When the import is finished, we recommend that you use eWallet to
open your new wallet file. This will let you check each card to be sure that the info appears
as you want it.
2.6.1. Importing from CSV
You can convert your data from another data management system to use in eWallet.
eWallet does not support a completely generic import, but you should be able to format
your text data so eWallet can to import it.
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 here assumes you're using Excel.
8
Chapter 2. Getting Started with eWallet
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