Concept

An MSP may want to import or migrate passwords initially stored in another solution into Quickpass Tech Vault.

Prerequisites

• Tenant is Enabled with Quickpass Tech Vault
• Tenant has QDesk, QGuard, or Bundle Account Plan
• Customers are already created on the Quickpass Dashboard https://support.getquickpass.com/hc/en-us/articles/360035206574-How-to-Create-New-Customer

Preparation

1. Download the attached CSV file to use as a Template.
   https://support.getquickpass.com/hc/en-us/article_attachments/6653596882583/QPMPasswordImport.csv
2. Export the Password entries from your existing password storage solution.

Implementation

1. The attached CSV file has the required Column Headings for the Import process.
2. Populate the values for the entries you want to have created in the Quickpass Tech Vault
   1. Customer Name - this needs to match EXACTLY as you have the name of the Customer on the Dashboard and the Password entry will be created in the list of Passwords for the specific Customer.
      1. If you want to match your existing Customer Name list to your export, you can use the Customers Report to extract the list of Customer Names as you have them in Quickpass, or you can rename a Customer to match what you have in your export.
         https://support.getquickpass.com/hc/en-us/articles/360061942274-Export-Customers-List-Status-and-Agent-ID-s
         https://support.getquickpass.com/hc/en-us/articles/6685345969303-Renaming-a-Customer
      2. If the Customer Name doesn't match to an entry this row will be skipped.
   2. Display Name - this is the value that will be displayed on the list of passwords.  This is a basic description of the password entry. (For example: Customer Router, Network Switch, WAP on Floor 2, VMWare ESXi Download Login, etc.)
   3. Username - this is the username/account name (required field)
      1. If you don't have a username you could use a placeholder of the " - " or "~" character (hyphen or tilde)
      2. If this value is blank or the column is missing from the CSV this password entry would be skipped.
   4. Computer Name - this would be used if the account is linked to a specific computer 
   5. Password Type - this is the type of password entry.  Any values that do not match this list or if this value is blank, the Password entry will be created with a "blank" value.
      1. Active Directory
      2. Application
      3. Backup Key
      4. Cloud
      5. Datto
      6. Domain/DNS
      7. Firewall
      8. Google Workspace
      9. Key/Physical Access
      10. Local Account
      11. Network Device
      12. Office 365/Azure AD
      13. Other
      14. Phone System
      15. Veeam
      16. Vendor
      17. VMWARE ESXi
      18. VMWARE vCenter
      19. Web
      20. Web/FTP
      21. Wireless
      22. Local Admin
      23. Cloud Backup
      24. NAS
      25. Managed Switch
      26. Managed AP
   6. URL - This is the URL to the website used. 
      1. Include the HTTPS or HTTP at the front if this is specifically required by the site.  Otherwise the default browser setting will be applied when clicking the link.
   7. Notes - these are additional details for the Password Entry
      1. You can populate this with details about the device, location, additional information about warranty or any other information about this Password entry that is desired.
      2. This field is limited to 300 Characters and the value will be shown in Plain Text.
   8. Password - this is the current password (Required Field)
      1. If you don't have a password you could use a placeholder of the " - " or "~" character (hyphen or tilde)
      2. If this value is blank or the column is missing from the CSV this password entry would be skipped.
   9. One-Time Password - this is the "Secret Code" value that the device has (similar to the code you would enter when manually creating an MFA/OTP code)
3. Save the CSV file with the appropriate changes.
4. Click the Settings Link on the far left side of the dashboard.
5. Click the Upload CSV File under the  "Password Manager" section
   
6. Browse to the location you have saved the CSV file to.  Select it and click Open.
7. Password Entries will be created according to the values entered in the CSV file and a Banner will be displayed at the top of the screen.
   

Confirmation of Creation

Once the Accounts have been imported, you should see them in Passwords Section under each Customer

1. To view a list of successfully imported accounts, go to the Events section and look for the Event "Password Import".
   1. A list of the account names for each Password Entry that was created should be displayed.