Use this guide to learn how to format and import your information from another password manager or from a CSV file. If the other password manager allows you to export to a CSV file, the desktop versions of our software will allow you import from that file.
IMPORTANT: Record types or item categories not included in mSecure by default must be created in mSecure first before importing from a CSV file.
Here's a quick rundown on how to format your information before importing it in mSecure:
A CSV file is a very simple file format. It’s just a series of text separated by commas. You typically will want to create a CSV file by exporting from a spreadsheet program. You just create the spreadsheet and then export it as a CSV file. You can also create a CSV manually in a text editor as long as you save it as plain text (most text editors support this).
Each row in a spreadsheet will represent a record in mSecure. For each row, the columns will be the parts of the record.
For example, let’s say we want to create some records that are of the default “Web Logins” type in mSecure.
In mSecure, the default “Logins” type has a description (every mSecure record has a description), 3 fields and a note. The 3 fields are “URL”, “Username” and “Password” respectively.
We could do this by creating a spreadsheet like this:
As you can see here, the first column (“A”) is the name of the Group that the record will belong to on the device. If the group doesn’t already exist, you must create the group in mSecure 5 before importing the CSV file. The same is true for Types as you can see in the second column (“B”). If a Type doesn’t already exist, you must create the record type in mSecure 5 with all its field before importing the CSV file . You can always edit the Groups and Types after importing and any records belonging to that type will automatically be updated. (Logins and Credit Cards record types have default field types that cannot be edited)
The third column (“C”) is the description of each record. Here we have 3 records; Amazon, EBay and Work Intranet.
The fourth column (“D”) is the note for each record.
The next 3 columns are the fields for each web login; column “E” is the URL field, column “F” is the Username field and column “G” is the password field.
Since each “Type” in mSecure can have a different number of fields, it will depend on the type that the record will belong to as to what the fields mean and the number of fields.
For another example, let’s add a Credit Card record to our spreadsheet. In mSecure, a “Credit Cards” type has a Group, Type, Description and Note field, then six more fields will follow. The six fields are “Card No.”, “Expiration Date”, “Name”, “PIN”, “Bank” and “Security Code”.
We’ll add an additional record to our spreadsheet for a Visa credit card:
Once again, the “A” column contains the name of the Group. The “B” column contains the Type. The “C” column contains the Description. And the “D” column contains the Note. Since the Credit Cards type has a different number of fields, it has data in columns E through J to match the fields in the type.
If you have a record that doesn’t have data for a given field, just leave that column blank as a placeholder. For example here, if we didn’t want to list the “Bank” for our Visa card, we would leave the column I empty. However you cannot leave column A, B or C blank. Those always must contain a value. If you are not going to use Groups you can assign each one to the “Unassigned” group.
With Excel, it will only export a CSV field up to the last column that has data. So for example, in the above spreadsheet, the last column that has data is the “J” column. When exporting, Excel will create a CSV file up to that last column even though columns “K” thru “Z” exist.
However, with the Numbers app on the Mac, it will export a CSV for all columns in the spreadsheet regardless if they have data. Therefore, you should delete any extra columns.
Once you have your data set, you simply choose the “Save as…” (Excel) or “Export…” (Numbers) command in your spreadsheet and export the document as a CSV file.
For example, the same file would look like:
Default Record Types in mSecure 5:
Bold Fields indicate uneditable/unremovable field types. The record type itself for those field types also cannot be removed.
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