CARDEXCHANGE®
CONTROLLER

OPERATIONS MANUAL

Last Updated: November 30th, 2021

Using External Production (Card Service Bureau)

Sometimes you may be using an external production company, or a service bureau, to do the printing for your credentials. If you are, then you can easily get a list of records that need to be printed through the Print tab in Production. 

To get a csv list, under the Print tab in Production, click on the Export to Production button in the top right. This will download a csv file with the selected records.

Once the production has been completed, you can upload the csv file with the NumberOfTries field, and ChipSerial fields filled out for each record.

To do this click on the Import From Prodcution button in the top right.

A new pane will open up, and allow you to drag and drop the file to upload, or click to bring up a File explorer window, and browse to select the file. Once it has been uploaded, you will see a preview of the records in that file. If you are happy with what you see, click on the Import button at the bottom right.

After the file has been processed, you will see a notifcation in the top right corner to indicate that the records were successfully imported. The records that match the ones in the Print tab, and have an incremented NumberOfTries column, will then be moved into the Printed status, and will show under the Approve for Issuance tab.


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