FAQ: How do I import data from other programs into eWallet?

** The eWallet Import Wizard is available only in the Windows edition of eWallet.  **

The Import Wizard in eWallet for Windows will help you import information into eWallet that’s currently in a different electronic wallet product’s format. The eWallet Import Wizard currently imports information from files made by: CodeWallet, SPBWallet, SplashID, and TurboPasswords (Cloak). There is also a direct import from the Windows PC version of eWallet GO!.

You can also import wallet information from Excel and other text files (like CSV). Read How

To use the eWallet Import Wizard (currently available only in the Windows PC edition of eWallet), first export your information from one of the above programs. Then, open eWallet on your Windows PC and select Import Wizard… from the File menu. The wizard will walk you through the entire process.

How to Import

The Import Wizard in the Windows eWallet will first try to match each of your cards to one of the eWallet card types. You’ll be given the option to change the card type of each card: if you want to use the type eWallet has selected; just click Import Card.

Once you’ve confirmed all the cards, the Import Wizard will import all of the information from your file into new eWallet cards. Wherever possible, 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 eWallet 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 encrypt your cards, and also let you check each card to be sure that the info appears as you want it.

Remember that the Import Wizard will not import information directly from your current program’s data file; you’ll need to export it to a text file first.

Importing Options

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 eWallet 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 eWallet file you’ve specified. When the import is finished, we recommend that you use eWallet to open your new wallet file. This will encrypt your cards, and also let you check each card to be sure that the info appears as you want it.

Card Types

If the Import Wizard can’t find enough information to pick a type, it will pick eWallet’s General Purpose card. eWallet’s General Purpose card puts any kind of info into paired columns of “label” and “value”. It’s an easy way to quickly import your information into a formatted (column) layout.

If you’re choosing card types and can’t find an eWallet card type that matches your card, or if you’ve customized your card field names, your best option is probably to pick General Purpose card.