How to import a CSV file in SplashID Safe?

Import a CSV file in SplashID Safe

To import a CSV file into SplashID Safe, your data must follow a specific format and contain a proper header line.

The CSV should have column headers as shown in the list below in the same order.
  1. Type
  2. Field 1
  3. Field 2
  4. Field 3
  5. Field 4
  6. Field 5
  7. Field 6
  8. Field 7
  9. Field 8
  10. Field 9
  11. Date Modified
  12. Notes
  13. Category

CSV format guidelines

  1. The header line must be the first line of your file and contain the exact field names shown above.
  2. Data for each record should be on a new line and follow the same column order as the header.
  3. The Type column is mandatory. If you leave this field blank, the record will be placed in the "Unfiled" category. If a Type name doesn't match an existing type, SplashID will create a new one.
  4. The Field 1 column typically serves as the record's main identifier, like "Name," but is not specified as a mandatory field in the format.
  5. Data containing commas must be enclosed in double-quotes. If the data also contains double-quotes, they must be escaped by using two double-quotes.
  6. Sensitive data, such as passwords, are not encrypted in the CSV format, so be sure to handle the file securely.
  7. Attachments and custom icons are not supported in the CSV format and will not be imported. 

Importing a CSV file

  1. Format your CSV: Ensure your data is in a spreadsheet and the columns are in the correct order as specified by the header. Many users find it easiest to export a sample CSV from SplashID to use as a template.
  2. Save the file: Save your spreadsheet as a CSV file.
  3. Open SplashID Safe: Access the desktop application for Mac or Windows.
  4. Find the Import function:
    1. On a Mac: Go to the File menu.
    2. On a Windows PC: Click the SplashID lock icon in the top-left corner to access the Application menu.
  5. Start the import: Choose the Import option and select your CSV file. 

Common issues and troubleshooting

  1. Column mapping errors: Some users with more complex data structures find they need to do extra processing with a text editor to clean up the data before importing.
  2. Blank Type field: Records without a Type value will be imported into the "Unfiled" category.
  3. Trial version restrictions: If you are using a trial version of SplashID, you may be unable to export data to create a template. In this case, contact SplashID support for a temporary 30-day Pro status.
  4. Incompatible data: Long numbers, like credit card numbers, may be shortened in programs like Excel. Format the column as "Text" before saving to prevent this.
  5. Encrypted data not included: Remember that attachments and encrypted data (like passwords) are not exported in the standard CSV format. Consider using SplashID's secure SVID-9 format if you require a full backup.