CardExchange Producer allows you to connect an Excel spreadsheet as a database for storing and managing cardholder records. Follow the steps below to connect your spreadsheet to a card template.

Step 1: Select a Card Template

1. Open CardExchange Producer.
2. Click Cards and select the card template you want to connect to the database.
3. Click Card Designer to open the selected template.

Note: This guide uses a sample card template for demonstration purposes.

Step 2: Create a New Database Connection

1. Navigate to the Database tab.
2. Click New to open the Database Connection Wizard.
3. In the Databases view, click Add.
4. Complete the required fields to configure the database connection.

Step 3: Select the Excel Spreadsheet

1. Click the browse button in the database connection settings.
2. Navigate to the folder containing your Excel spreadsheet.
3. Select the file and click Open.
4. Click Next in the Database Connection Wizard.

Step 4: Select the Worksheet and Primary Key

1. In the View name dropdown list, select Sheet1$.
2. Set the Primary key for the database.

A primary key is a unique identifier for each record, such as a cardholder ID number. Make sure the selected field uniquely identifies each record.

3. Click Next to continue.

Step 5: Select Record Look-Up Fields

1. Review the available record look-up fields.
2. Check all the fields that apply to your database.
3. Click Next to proceed.

Step 6: Finish the Database Connection

1. Review the database settings.
2. Adjust any settings if necessary.
3. Click Finish to complete and save the database connection.