Import CSV File (Patrons)

In Import Patrons, you can import patrons for your school, using a comma-delimited (CSV) file.

1. Open Import Patrons in the Back Office.
2. Verify that your import file is in the correct format.
3. If you've converted from Circulation Plus, specify which type of patron identifier your site uses—either the barcode or ID number—next to Compare each incoming. (After import, the selected identifier becomes the patron's barcode number.)
4. If your patron records contain both a barcode and an ID number, decide whether to move the unselected identifier to the User Defined 5 field, to the District ID field, or to discard it.
   If your district requires that all patron records have District IDs, Import Patrons displays only Move the unused ID to District ID (ID must be unique) and automatically moves the unused ID to the District ID field.
5. If an incoming record matches an existing record, choose the way you want the import to handle duplicate records. It can preserve your existing record, merge the incoming information with the existing record, or replace the existing record.
6. After specifying how you want the import to manage duplicate patron records, click Browse to locate the import file and then to start the process.
   The file you're importing must not be larger than 500 MB.
7. Remain in Import Patrons until the message, The patron import you requested has been submitted, appears. Once it appears, you may continue with other tasks.