Import a portrait index (saved as a .csv or .txt format) under the Index tab.
Learn more about portrait packages here - including formatting options and common errors.
Portrait indexes may be imported into new projects, or into a previously-saved project to overwrite the previous import.
Click on the Index tab to begin, then click on the Import Index file button on the top left side of the window.
Once your file manager will ope, locate your index - it may be next to the folder(s) containing your portraits, or inside a single folder with the portraits.
If your file is saved as a .txt format, rescope the file format box from csv to txt to see it.
Select the index file and then open it.
- If your index contains properly formatted Header row (labels indicating what data is available). it will simply import the portraits and their associated data.
Portraits will display in preview - select one to see its associated data. Make corrections as required, then continue to the Editor.
- If your index does not contain a Header row, the Index Column Name window will appear, allowing you to label your data.
Using the Index Column Name wizard
Section 1 displays the current name of your index's columns. Click on one of the column names to see a preview of the data in that particular column in Section 2.
In the example below, the first column contain the same information in the first 10 rows - most likely a code to indicate a client name/number or a catalogue item. The third column shows file names.
Section 3 allows you to name the columns.
First, assign the mandatory fields - FName (First Name), LName (Last Name) and FileName, as well as FolderName (if applicable - not all portrait index packages will have separate folders for the portrait images).
Check the columns one by one to locate the column containing this information, then use the dropdown option to assign the name to the column.
The column names will be updated to their new names:
Priority is not a mandatory field, but a preset available for use. Assign this name to a column containing information used to rank individuals into a hierarchy (eg. a general, CEO or principal may be ranked 1 in the database so they will appear first in the composite grid). Learn more about priority.
After assigning mandatory fields, select any remaining field to assign them custom names. Type the column name into the box, then click Set New Column Name.
Complete all columns so they are properly identified.
and then complete the import process.
This will complete the import.