CardExchange - How to connect database

CardExchange - How to connect database

Step 1: Click Cards and select the card you wish to connect the database to. In this guide, we will use a sample template.



Click Card designer to open the selected card template.




Step 2: Go to   tab and click New to open the database connection wizard.



Initially, the Databases view will be blank since we have not added our spreadsheet yet. Click on Add then fill out each field.

*Note: The number of database types will vary depending on your CardExchange ID Software License. It is also possible to add login information to add a layer of security to the database. However, for this guide, we will use a database type of .xslx format and proceed without adding login information. 


Step 3: Click on    then browse local directory to locate our database.



Click Open to select the file then Click Next on the Database Connection Wizard to proceed.




Step 4: Select Sheet1$ from the View name dropdown list. It is also important to set the Primary key from the database. A primary key is basically the unique identifier in our database and usually, it is the ID number.


Click Next to proceed.


Step 5: Check all record look-up fields that apply.



 Click Next to Proceed.



*Note: The database settings can be further edited but for demonstration purposes only, we will proceed with the following steps and click Finish and save our database connection.

To check if the database is successfully connected, we can exit Card Designer and check the Records in the main window. A successfully connected database should like this:






~ END ~




    • Related Articles

    • CardExchange - Cannot read database

      Resolved by checking the database file, please double check the excel file source. do not move the excel file into other directory once you linked it on the CardExchange software.

    • CardExchange - How to connect textboxes in card template to database fields

      For this guide, we will be showing how you can make textboxes dynamically change according to fields in your database assuming that you already have the database connected to your card template. If not, you can check this link for a step-by-step ...

    • Compatible signature pads to CardExchange

      Please visit https://cardexchange.support/resource/supported-devices for more details.

    • CardExchange - Transferring to other unit

      To transfer the CardExchange into other unit you must uninstall the CardExchange on old unit or laptop if you can't uninstall it because the unit is not working then it's fine. We just need to make sure that we can't use the CardExchange on the old ...

    • CardExchange - How to connect photo webcam

      Experience this kind of issue?  First thing you need to do.  Go to configuration. Click card designer. Go to Insert Tab. Click Image Object. Drag the image object to your blank template photo position.  From "Fixed Image" click the fixed image column ...