Feenics CSV Import

A Windows desktop application for bulk-importing people from CSV files into the Feenics (Acre Security) cloud access control platform, with automatic age-based scheduled access level assignment.

Overview

This tool is designed for organizations (such as recreational associations) that need to onboard members from a spreadsheet and automatically assign scheduled access levels based on each person's age. For example, a pool and gym facility can grant:

• Pool-only access from age 12 to 14
• Pool and gym access from age 14 to 18
• Full after-hours access from age 18 onward (permanent)

The application connects to the Feenics Keep API, creates person records, and assigns scheduled access levels with date ranges calculated from each person's date of birth.

Features

• WPF GUI with connection settings, rule editor, CSV preview, progress bar, and detailed log output
• CSV template export — generate a blank CSV with the correct headers and sample data
• Configurable access level rules — define any number of rules mapping age ranges to Feenics access levels
• Load access levels from instance — fetch existing access levels from your Feenics instance and add them as rules
• Auto-create access levels — optionally create access levels in Feenics if they don't already exist
• Duplicate handling — choose how to handle people who already exist in Feenics:
  • Skip — leave existing people untouched (default)
  • Update — overwrite the existing person's data with CSV values
  • Create new — always create a new record (with duplicate warning)
• Paginated people lookup — correctly detects existing people even in large instances
• Preview window — review calculated access dates and statuses before importing
• Rate-limit retry — automatic exponential backoff with jitter on HTTP 429 responses
• Persistent settings — connection details, rules, and preferences are saved to %AppData%\FeenicsCsvImport\settings.json (password is never saved)
• Cancellation support — cancel a running import at any time

Solution Structure

Project	Description
FeenicsCsvImport.Gui	WPF desktop application (main entry point for CSV import)
FeenicsCsvImport.ClassLibrary	Core logic — CSV parsing, API interaction, access level scheduling, desk login
FeenicsCsvImport	Console application for headless/scripted imports
FeenicsCardSwipeMonitor	System-tray badge listener — reads card scans and posts DESK LOGIN notes to Feenics
FeenicsCsvImport.Test	Unit tests (MSTest)

Requirements

• .NET Framework 4.8
• Windows (WPF)
• A Feenics Keep cloud instance with valid credentials

CSV Format

The CSV file must include the following columns:

Column	Description	Example
Name	Full name (first and last)	John Smith
Address	Street address (single line)	123 Main St, Springfield, IL 62701
Phone	Phone number	555-123-4567
Email	Email address	john.smith@example.com
Birthday	Date of birth	03/15/2010

Use the Export Template button in the application to generate a correctly formatted CSV file with sample rows.

Access Level Rules

Rules are defined in the application's rule grid and determine which Feenics access levels are assigned to each person based on their age:

Field	Description
Access Level Name	Must match an existing Feenics access level name (or check Create to auto-create it)
Start Age	Age (in years) when this access level becomes active
End Age	Age when this access level expires — leave blank for permanent access
Create	If checked, the access level will be created in Feenics if it doesn't already exist

Default Rules

Access Level Name	Start Age	End Age	Notes
PoolOnlyAccess-Age12	12	14	Pool only for ages 12–14
PoolAndGymAccess-Age14	14	18	Pool and gym for ages 14–18
PoolAndGymAfterHoursAccess-Age18	18	(blank)	Full access from age 18, permanent

How Scheduling Works

For each person, every rule generates a scheduled access level assignment:

• ActiveOn = person's date of birth + Start Age
• ExpiresOn = person's date of birth + End Age, or 50 years from today if End Age is blank

Rules where the expiration date has already passed are automatically skipped.

Getting Started

Using Source Code

1. Build the solution in Visual Studio (requires .NET Framework 4.8 targeting pack)
2. Run FeenicsCsvImport.Gui

Downloading Release

1. Download the latest release from the right hand menu and extract the files
2. Run FeenicsCsvImport.Gui.exe

Both approaches

3. Enter your API URL, Instance, Username, and Password
4. Configure access level rules (or use the defaults, or click Load from Instance to fetch existing ones)
5. Click Export Template to get a blank CSV, then fill it in with your member data
6. Click Browse to select your completed CSV file
7. Click Preview to verify the calculated access dates look correct
8. Click Start Import

Settings Persistence

Settings are saved to:

%AppData%\FeenicsCsvImport\settings.json

This includes API URL, instance name, username, duplicate handling preference, and all access level rules. The password is never saved.

Import Process

1. Authenticate with the Feenics API
2. Resolve access levels — match rule names to existing access levels (or create missing ones)
3. Read CSV and parse all records
4. Check for duplicates — paginate through all existing people in the instance
5. Create or update people based on the selected duplicate handling mode
6. Assign scheduled access levels — for each person and each rule, calculate the date range and call the API
7. Report results — summary of created, updated, assigned, skipped, and failed records

Running Tests

The test project uses MSTest. Run tests from Visual Studio Test Explorer or via:

vstest.console.exe FeenicsCsvImport.Test\bin\Debug\FeenicsCsvImport.Test.dll