Import from different password manager

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.


  1. The first column is the name of the mSecure “Group” that the record will belong to.
  2. The second column is the name of the mSecure “Type” that the record will belong to.
  3. The third column is the “Description” of the record.
  4. The fourth column is the “Note” for the record (this is the default).
  5. The next columns are the record’s field data. (For a list of the fields in all of mSecure default types, see the section “Default Types” at the end of this document.)


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:

image

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:

image

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:

image




Default Record Types in mSecure 5:


  1. Bank Account
    • Account Number              - Sensitive Number Field
    • Pin                                     - Sensitive Number Field
    • Name                                - Text Field
    • Branch                              - Text Field
    • Routing Number               - Alpha-Numeric Field
    • Account Type                   - Text Field
    • Phone Number                 - Phone Number Field
  2. Calling Card
    • Access No.                      - Phone Number Field
    • PIN                                   - Sensitive Number Field
  3. Combination
    • Code                                - Password Field
  4. Credit Card
    • Card No.                          - Credit Card Field
    • Expiration Date               - Month/Year Field
    • Security Code                 - Sensitive Number Field 
    • Name on Card                - Text Field
    • PIN                                  - Sensitive Number Field
    • Bank Address                 - Text Field
  5. Drivers License
    • Full Name                        - Text Field
    • Date of Birth                   - Date Field
    • Number                           - Alpha-Numeric Field
    • State                                - Text Field
    • Issue Date                       - Date Field
    • Expiration Date               - Date Field
  6. Email Account
    • Username                       - Username Field
    • Password                        - Password Field
    • Incoming Mail Server     - Text Field (no auto-correct)        
    • Incoming Port Number  - Number Field
    • Outgoing Mail Server     - Text Field (no auto-correct)  
    • Outgoing Port Number  - Number Field
    • POP3 Host                      - Text Field (no auto-correct)  
    • SMTP Host                      - Text Field (no auto-correct)  
  7. Frequent Flyer
    • Number                            - Alpha-Numeric Field
    • URL                                  - Password Field
    • Username                        - Username Field
    • Password                         - Password Field
    • Mileage                            - Alpha-Numeric Field
  8. Identity
    • First Name                      - Text Field    
    • Last Name                      - Text Field
    • Nick Name                      - Text Field
    • Birthdate                        - Date Field
    • Company                       - Text Field
    • Title                                - Text Field
    • Address                          - Text Field
    • Address2                       - Text Field
    • City                                - Text Field
    • State/Province              - Text Field
    • Country                         - Text Field
    • Zip/Postal Code            - Alpha-Numeric Field
    • Home Phone                 - Phone Field
    • Office Phone                 - Phone Field
    • Mobile Phone                - Phone Field
    • Email                              - Email Field
    • Email2                            - Email Field
    • Skype                             - Text Field (no auto-correct)  
    • Website                          - URL Field
  9. Insurance Information
    • Policy Number              - Alpha-Numeric Field
    • Group Number              - Alpha-Numeric Field
    • Insured                          - Text Field
    • Date                               - Date Field
    • Phone Number              - Phone Number Field
  10. Login
    • Website                         - URL Field
    • Username                     - Username Field
    • Password                      - Password Field
    • App Name                     - Text Field (no auto-correct)  
    • Login URL                     - URL Field
  11. Membership
    • Member ID                   - Alpha-Numeric Field
    • Name                           - Text Field
    • Start Date                    - Date Field
    • Expiration Date            - Date Field
  12. Outdoor License
    • Number                        - Number Field
    • Issue Date                    - Date Field
    • Expiration Date            - Date Field
    • Approved Wildlife        - Text Field
    • Max Quota                    - Number Field
    • State                             - Text Field
    • Country                        - Text Field
  13. Passport
    • Name                            - Text Field
    • Number                        - Number Field
    • Type                             - Text Field
    • Issuing Country           - Text Field    
    • Issuing Authority         - Text Field
    • Nationality                   - Text Field
    • Issue Date                   - Text Field
    • Expiration Date           - Date Field
    • Place of Birth              - Text Field
  14. Prescription
    • RX Number                 - Alpha-Numeric Field
    • Name                           - Text Field    
    • Doctor                         - Text Field
    • Pharmacy                   - Text Field
    • Phone Number           - Phone Number Field
  15. Registration Code
    • Number                      - Alpha-Numeric Field
    • Date                            - Date Field
  16. Reward Program
    • Member Name           - Text Field
    • Member ID                 - Text Field
    • Rewards URL             - URL Field
    • Username                  - Username Field
    • Password                   - Password Field
    • Company                   - Text Field
    • Phone No.                  - Phone Number Field
  17. Router Settings
    • Password                    - Password Field
    • IP Address                  - Alpha-Numeric Field
    • Network Name           - Text Field
    • Network Password     - Password Field
    • Security Type             - Text Field
  18. Secure Note
    • Notes                           - Text Field
  19. Social Security Information
    • Name                            - Text Field
    • Number                        - Number Field
  20. Software License
    • License Key                 - Text Field (no auto-correct)  
    • License To                   - Text Field
    • Registered Email         - Email Field
    • Company                     - Text Field
    • Download Link            - URL Field
    • Website                       - URL Field
    • Price Paid                    - Alpha-Numeric Field
    • Support Email             - Email Field
    • Purchase Date            - Date Field
    • Order Number             - Number Field
  21. Vehicle Info
    • License No.                 - Text Field (no auto-correct)
    • VIN                               - Text Field (no auto-correct)
    • Year                             - Number Field
    • Make                            - Text Field (no auto-correct)
    • Model                           - Text Field (no auto-correct)
    • Date Purchased          - Date Field
    • Tire Size                      - Text Field (no auto-correct)
  22. Voice Mail
    • Access No.                 - Phone Number Field
    • PIN                              - Sensitive Number Field

 

Bold Fields indicate uneditable/unremovable field types. The record type itself for those field types also cannot be removed.

Great, now how do you import the file once created....

Under Settings you will find Backups and there you will find the Import and Export records section.


Under Import choose "Import from csv file" and click on the file you created.

To do a CSV file import on Mac:


1. Open and unlock mSecure 5

2. Click File

3. Click Import

4. Select CSV


To do a CSV File import on Windows:


1. Open and unlock mSecure 5

2. Click Settings

3. Click Backups

4. Select the CSV import option


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