cardPresso software comes with an integrated database feature that allows you to store, manage, and retrieve ID card data easily. Whether you're creating cards for employees, members, or visitors, the database feature helps streamline the process and keeps all your data organized.
In this guide, we’ll show you how to use the cardPresso database feature to manage your ID card information.
Step 1: Setting Up the Database
To use the cardPresso database, you’ll first need to set it up. You can either use the internal cardPresso database or connect to an external database.
Using the Internal Database
- Open cardPresso and create a new project or open an existing template.
- Go to Database in the top menu bar and click Database Setup.
- In the setup window, select Internal Database.
- Click OK to confirm your selection.
Connecting to an External Database (e.g., MySQL, Microsoft Access, SQL Server)
- In the Database Setup window, select External Database.
- Choose the type of database you wish to connect to (e.g., MySQL, SQL Server, Access, etc.).
- Enter the connection details, such as the server name, username, and password.
- Test the connection by clicking Test Connection to ensure everything is set up correctly.
- Click OK to confirm the connection.
Step 2: Adding Data to Your Database
Once your database is set up, you can start adding data, such as employee names, job titles, photos, and more.
For Internal Database Users
- Open cardPresso and go to the Database tab.
- Select Database Editor from the dropdown menu.
- You will see a table where you can enter data manually or import data from a CSV file.
- To import data, click on the Import button and select your CSV file with the necessary information.
- If you're adding data manually, click on a row and start typing.
For External Database Users
If you're using an external database like MySQL or Access, you can import data directly from those sources into cardPresso.
- In the Database Editor, select Load Data.
- Choose External Database and click Connect.
- You can now query and load data from the connected database into cardPresso.
Step 3: Using the Database Fields in Your ID Card Design
Once you’ve added data to your database, you can easily integrate it into your ID card design.
- Open your card design template in cardPresso.
- Go to Database and select Database Fields.
- Select the data fields (such as Name, Job Title, etc.) you want to display on your ID card.
- Drag and drop the fields into the design area where you want them to appear.
- You can also add a photo field to display employee photos by selecting Photo Field from the database options.
Step 4: Printing Cards Using the Database
Once your database is set up and integrated into your card design, you can start printing ID cards directly from the database.
- In cardPresso, select the Print option from the toolbar.
- Select the Data Source (either internal or external database).
- Choose the records you want to print or select Print All to print all records from the database.
- Click Print to send the cards to your connected printer.
Step 5: Managing and Updating Data
You can manage and update your ID card data at any time.
- Go to the Database Editor to view, add, or edit records.
- To update records, simply select the record you wish to change and modify the information.
- You can also export data from the database to Excel or CSV by selecting Export in the Database Editor.
Need Help?
If you need help with setting up your database or encounter any issues, don’t hesitate to reach out to cardPresso support:
- 📧 Email: support@cardpresso.com
- 📖 User Guides & Documentation: cardPresso Documentation
- 💬 Skype: cardpresso.support
By following these steps, you can easily manage and organize your ID card data using the cardPresso database feature. This will help you streamline the process of creating and printing personalized ID cards with accurate and up-to-date information.
Let me know if you need any further assistance!