Please Note: This blog article applies to Passwordstate Build 9400 or higher.
In October 2021 we published a blog entry that walked you through the process of Importing Passwords via a CSV (Comma-separated Values) file. This blog entry is located here https://blog.clickstudios.com.au/importing-passwords-via-csv/ and the approach was based on generating an appropriate .CSV Template, matching the default fields for a specific Password List, ready for you to then populate with the passwords and import them.
With the release of Passwordstate V9 Build 9400 we’ve streamlined the methods of importing not only from CSV files but also importing Passwords from the following systems;
- CSV file into a Single Password List
- CSV file into a Multiple Password Lists
- KeePass
- LastPass
- Thycotic Secret Server
- Password Manager Pro
We’ve also changed the locations where the import capability can be driven from.
Where’s the Import Passwords List Administrator Action Gone?
Prior to Build 9400 the Import Passwords Administrator Action was found by clicking on the Administrator Actions drop down list located under the Password Records display grid. This ensured that any .CSV file that was generated for importing passwords included the correct fields for that Password List.
Now with Build 9400, the Import Passwords Administrator Action has been removed. Instead, the new Import Passwords wizard is found under Tools->Import Passwords as shown below;
When clicking on this you will be taken to the Import Passwords Wizard enabling you to confirm the type of Password Records, originating system and password record format to be imported;
Example of importing via a .CSV file
The first example we will use is the new version of importing via a .CSV file to a single Password List. In preparation for this I’ve deleted all the previous Password Records in the Performance Portal Password List (by toggling the Visibility of Delete Checkboxes, selecting all the Password Records and using the Bulk Delete Selected Passwords action).
Then I’ve navigated to Tools->Import Passwords and selected CSV file into Single Password List. This should automatically take you to the next step in the wizard called Instructions. If it doesn’t then click on the Next button,
On this tab of the Import Passwords wizard, you need to select the Password List you’ll be importing the passwords to. This not only provides the name and location of the Password List but also the fields used within the Password List,
Once you’ve selected the target Password List, the fields within that Password List will be displayed and you’ll be prompted to generate the appropriate template by clicking on the Generate CSV Template button. Once you’ve done that click Next.
You now have access to a .CSV Template that has the correct fields and can be populated with the required Password Records. Once you complete populating the template, you’ll need to upload it by clicking on Select and then choosing the file using the file explorer pop up window. In the example below I’m selecting results.csv. Then click on Import Passwords,
You’ll now be taken to Results tab, which will display the number of records successfully added to Passwordstate. Click Finish to close the Import Passwords wizard.
Importing from Other Systems
As stated at the beginning of this blog, Passwordstate now includes the ability within the core product to Import Records from multiple other systems, including;
- KeePass
- LastPass
- Thycotic Secret Server
- Password Manager Pro
The process for these is quite similar to the .CSV option explained above with the exception that;
- For KeePass and LastPass you will be presented with a link to instructions on how to export the password records from those systems. This documentation is supplied with Build 9400 and is located in the following folder on your Web Server C:\inetpub\Passwordstate\help\manuals. Once you have exported the records the import of data is the same as for the .CSV example in this Blog.
- For Secret Server, you will be also be presented with a link for instructions on how to export the password records into an .XML file and have access to a Spreadsheet showing the Field Mappings between the exported XML data and the Passwordstate Password List fields. Please note the Field Mapping spreadsheet is for information purposes only. You do not need to manipulate the XML data from the export and can directly import the data is the same way as for the .CSV example.
- For Password Manager Pro, again you are presented with the instructions link showing how to export the password records to a .CSV file. Once this has been done, open the file and check to see if the column called Resource Name has a prefix of ‘#’. If it does have the prefix then edit it to remove the ‘#’’and save the file. Again, you can simply import the data in the same as for the .CSV example.
If the Other Systems End Up Changing?
In each of the sets of instructions we advise what version of the other systems we’ve based out import wizard on. The vendors responsible for these systems may change the underlying field definitions from time to time which may cause an issue with the Import Passwords wizard.
If you find that this does occur, please raise a support ticket with us at https://www.clickstudios.com.au/support.aspx and provide a sanitised copy of the export so we can make any updates as required.
If you have feedback and are unsure where to send it? Send it through to support@clickstudios.com.au.