SafeWallet Custom CSV Format Specifications
This document reviews the CSV format used when improting wallet content to SafeWallet using the Custom CSV Import option.
1. When Should I Use Custom CSV Import?
SafeWallet offers the ability to import existing wallets to SafeWallet from various different wallet applications. Unfortunately SafeWallet can't include special import options for all available wallet applications and therefore in some cases you won't find your specific wallet application in the list of available wallets for import.
Importing from Custom CSV option should be used in cases that you can't find your specific wallet application as one of the available import options with SafeWallet. If the application you are using is listed as one of the available applications to import wallets from, it is best to use the special import option for your wallet application instead of the Custom CSV option - specific import from other wallet applications is most likely to result better import results with less editing efforts. In case that your wallet application is not listed as the available import wallet applications the Custom CSV option is here to offer a good import solution for such cases.
2. Where Can I Find The Wallet Import Option?
Launch SafeWallet and press the top Tools tab. Here choose the Import button. This will open the SafeWallet Import Wizard, including a list of all applications you can import wallets from to SafeWallet. The last option in the list of available wallet applications is the Custom CSV option that is covered with this short tutotial.
3. Custom CSV Format
When importing a wallet using the Custom CSV option your CSV file should follow a specific format for the import to finish properly. In case that your CSV doesn't follow this specific format SafeWallet will present a notification and the import action will fail.
Each record (/line) in your CSV file should include three elements. The first is the element type, the second is the element caption and the third is the element value. Element type field should always be included and the additional two fields can be empty in some cases - as described below for each specific element type. Please notice that all strings covered with this tutorial are case sensitive.
3.1. Folder Element
The first element you can define is a folder. To define a new folder you should set the element type value to "Folder". The element caption includes the string you would like to have for the folder name and the third field can include the icon index you wish to include for this folder. Leaving the icon index field empty (or any non-numeric value) will automatically use the default folder icon. A list of all available icon indexes is included at the bottom of this tutorial too.
A sample new folder record will look like this:
Folder,Sample Folder,180
Each opened folder element must be closed later on within your CSV file. Closing a folder element is done with a simple CSV record that includes element type "/FolderClose" with the last two fields empty. Closing a folder element will look like this:
/FolderClose,,
All items placed between a folder open element and until the folder close element will be placed within this folder when importing the custom CSV format. This allows you to create nested folders without limitation and of course place card elements within folders.
3.2. Card Element
The second element type is Card, which defines a specific card in your wallet. Card CSV record element should be "Card", the element caption is the name of the card and the element value is the icon index of for the card element. Leaving the icon index empty will result with the default card icon.
A sample new card record will look like this:
Card,Amex,12
Each card element opened needs to be closed with the /CardClose element. A CardClose element looks like this:
/CardClose,,
Between a card open and card close elements you can include all of the fields you wish to include inside this specific card. Each field CSV record element type indicates the type of the field (String, Web Address etc.), the element caption is the caption of the field and the element value is the field value. The value field can be empty if the field doesn't have any value assigned to it.
The following field types are available: String, Numeric, Date, Time, Date and Time, UPPER CASE, Password, Web Address, Email, Phone Number, Note.
When using the Date, Time and Date and Time field types you should follow the same short date and time regional format used on your PC settings. For example, a date field on a PC using US regional settings will look like this:
Date,Expires,02/24/2012
A sample string field will look like this:
String,Card #,1234-12345678-1234
4. Sample Custom CSV File
Click here to download a sample Custom CSV wallet file
Use this sample CSV file to review how you should structure your wallet using the Custom CSV file foamt.
5. How Can I Edit CSV Files?
CSV is a basic textual file and can be created and edited using simple text editor such as Notepad, or with application such as Microsoft Excel. You can use the sample CSV file available here above as a basis for your own wallet CSV in case you are not sure how to create a new CSV file on your PC. Then open the sample CSV file using a text editor such as Notepad or using Excel and modify the content of the file to your own specific wallet content.
6. Icon Indexes List
As indicated in this tutorial you can specify specific icon indexes for card and folder items to have them use a specific icon other than the default card or folder icon. Even when importing using the default icons those can easily be edited after you finished importing your wallet within SafeWallet itself.
Included here below is a table including all available SafeWallet icons and their indexes for your reference.
