The next stage is to import the prepared CSV file into the system. Importing the CSV file serves two purposes.
Firstly, it updates existing pupils and puts them into their new groups.
Secondly, pupils that cannot be matched to existing records (i.e. new pupils) are imported but left in the Intake table, ready to be transferred to the live Borrowers table.
Note: This is only effective when pupils have been updated with their new group names / year groups in the MIS.
Click on either link below for a document or video tutorial.
Importing a CSV File
The instructions below explain how to import the created CSV into the library system.
Importing the CSV
The instructions below do not explain how to obtain a CSV file from a management system. Please ensure that a CSV file has been created in the appropriate format before continuing with the instructions in this topic. If you are using a CSV file to import your borrowers and have not created it here, click here.
From the menu bar at the top of the screen, click on Database / Intake.
The Intake table will open. Click Import from the menu on the right of the screen.
The main Import box will open. Firstly, select an import definition (also known as a 'mapping file') from the supplied list. There will be several shown and each have their own formatting rules.
The file type you select should be chosen in accordance with the instructions that were used to create the CSV file. For instance, when following the SIMS instructions, you should choose the "SIMS.net (quoted)" file type. If you used the Progresso, CMIS, iSAMS or SEEMIS instructions then select WBLS.
Once selected, click Upload File.
In the new window that opens, click Browse....
From the Windows dialog box that opens next, select the CSV file in the location it has been saved to and click Open as shown below.
The window will close automatically when this has completed.
Once the Browse... window has automatically closed, click Import to begin importing the file.
This may take several minutes depending on the amount of records there are to process.
When completed, a box showing the results of the import will display.
Click OK to the import box and the import should now be completed.
Importing the CSV file (Video)
When you have imported the CSV file successfully, click Continue to move onto the next stage. Alternatively, if you are having problems importing the prepared CSV file then click Troubleshoot to see some of the most common issues.
When you have imported the CSV file successfully, click Continue to move onto the next stage. Alternatively, if you are having problems importing the prepared CSV file then click Troubleshoot to see some of the most common issues.
