Batch Pass Creation

A common use case presented by our clients is the need to create passes in batches. Typically, doing this at scale would require some integration effort.

We now offer the ability to create passes in Batches via CSV upload.

All you need to do is do a data export from your CRM system, format it in the appropriate CSV format, and upload it to PassEntry.

Step by Step

Head over to the passes section, you will a find a “Create Passes | via CSV” button

Then, create a new batch. Optionally enter a batch name, and select the pass template you want the passes to be created under.

Sample CSV

Once you’ve selected your Pass Template, you will be able to download a sample CSV, specific to your chosen Pass Template.

You can download an example CSV here: HERE

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Configuration

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Fixed headers

Column Name	Description	Required?	Example	Type
ext_id	External ID for the pass	Yes	Pass12345	Text (Any)
group_tag	Tag to group passes	No	summer_offer_24	Text (Any)
nfc_enabled	Boolean to enable NFC	No	true	Boolean (true or false)
nfc_source	Source of NFC data	No	extId	Text (extId or uuid or custom)
nfc_custom_value	Custom value for NFC, nfc_source must be set to custom	No	summer_20_off	Text (any)
barcode_qr_value	Value for the barcode or QR code	No	abcd12345	Text (Any)
barcode_qr_display_text	Boolean to display qr value as text under barcode	No	true	Boolean (true or false)
expires_at	Expiration date and time for the pass	No	2024-08-14T18:12:11Z	Datetime in iso8601 format

Dynamic headers

As each template might have custom fields, this can be identified and set via custom, dynamic headers. When creating a template, you set an ID for each field.

This can then be targetted in your CSV by including the prefix passfield_ followed by your template ID.

Example: In your pass template, you’ve chosen to display Field 1 as “Customer Name”, and given it the ID of “name”.

Then, for each row in your CSV, you’ve entered a different name, to correspond with the data downloaded from your system.

In which case, your CSV would need to have a row called passfield_name

Results

Once you’ve uploaded your CSV, you’ll be able to track the progress of your batch on the Passes page.

The batch will be listed in the “Batches” section, and you can click on it to see the progress of the batch.

If there are any errors, you’ll be able to download a CSV of the errors that occurred, and once you’ve fixed them, you can re-upload the CSV to try again.

Once the batch is complete, you’ll be able to download a CSV of the passes created in the following format:

ext_id	uuid	download_url
Pass12345	1234567890	https://download.passentry.com/download?pass=1234567890
Pass12346	1234567891	https://download.passentry.com/download?pass=1234567891