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User Guide

Prerequisites

  • Windows with .NET Framework 4.8 installed
  • A Feenics Keep cloud instance
  • A user account with permission to create/update people and assign access levels
  • A CSV file with member data (or use Export Template to create one)

Launching the Application

Run FeenicsCsvImport.Gui.exe. On first launch, the application loads default settings including three sample access level rules. All settings (except password) are automatically saved between sessions.

Connection Settings

Field Description
API URL The Feenics API endpoint. Default: https://api.us.acresecurity.cloud
Instance Your Feenics instance name (e.g., OaksLanding)
Username Your Feenics login username
Password Your Feenics login password (never saved to disk)

Duplicate Handling

When a person in the CSV matches an existing person in Feenics (by name), you can choose:

Option Behavior
Skip Leave the existing person untouched. Access levels are not assigned. This is the default.
Update existing Overwrite the existing person's address, phone, and email with values from the CSV. Access levels are assigned.
Create new (may duplicate) Always create a new person record, even if one already exists. A confirmation dialog warns you before proceeding.

Click Save Settings to persist your connection details and preferences.

Access Level Rules

The rules grid defines which Feenics access levels to assign and the age range for each:

Column Description
Access Level Name The exact name of a Feenics access level
Start Age The age when this access level activates
End Age The age when it expires. Leave blank (or 0) for permanent access.
Create Check this to auto-create the access level in Feenics if it doesn't exist

Loading Access Levels from Feenics

  1. Fill in your connection settings and password
  2. Click Load from Instance
  3. A picker dialog appears showing all access levels defined in your instance
  4. Select the ones you want and click OK
  5. They are added to the rules grid with Start Age = 0 and End Age = blank — fill in the appropriate age ranges

Editing Rules

  • Click a cell to edit it
  • Use the blank row at the bottom to add new rules
  • Select a row and press Delete to remove it
  • Rules with a blank name are ignored during import

Preparing the CSV File

Export a Template

Click Export Template next to the Browse button. Choose a save location. The exported CSV contains the correct headers and two sample rows:

Name,Address,Phone,Email,Birthday
John Smith,"123 Main St, Springfield, IL 62701",555-123-4567,john.smith@example.com,03/15/2010
Jane Doe,"456 Oak Ave, Columbus, OH 43215",555-987-6543,jane.doe@example.com,07/22/2008

Replace the sample rows with your real data and keep the header row.

Column Details

Column Required Notes
Name Yes Used as the person's CommonName in Feenics. Also split into first/last name.
Address No Parsed into street, city, state, and zip automatically.
Phone No Stored as a "Mobile" phone number.
Email No Stored as a "Home" email address.
Birthday Yes Used to calculate scheduled access level dates.

Previewing the Import

  1. Select a CSV file with Browse
  2. Click Preview
  3. A preview window shows each person with their calculated access levels, dates, and statuses (Scheduled / Active / Expired)
  4. Review the data before importing — no API calls are made during preview

Running the Import

  1. Fill in all connection settings
  2. Select a CSV file
  3. Click Start Import
  4. The log panel shows real-time progress including:
  5. Authentication status
  6. Access level resolution
  7. Person creation/update results
  8. Each scheduled access level assignment
  9. The progress bar tracks overall completion
  10. When finished, a summary dialog shows counts of created, updated, and assigned records

Cancelling

Click Cancel at any time during import. The operation stops after the current API call completes. People and access levels already created are not rolled back.

Log Output

The log panel at the bottom of the window shows timestamped messages for every operation. Lines prefixed with DEBUG: provide detailed diagnostic information useful for troubleshooting.

Settings File

Settings are automatically saved to:

%AppData%\FeenicsCsvImport\settings.json

Contents include: - API URL - Instance name - Username - Duplicate handling preference - All access level rules

The password is never written to disk.