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How do I update specific patron information?

Patron information can be changed by editing individual patron records in Patron Management.

You can also update specific information in multiple records using Utilities. In the Selections tab, choose which patron records will be updated by selecting common piece of information, such as Grade or Security Group, or choose Show Additional Selections to set a barcode range or enter a list of specific patron barcodes. Then specify what will be changed in the Options tab.

What information can be updated with a patron import file?

Patron imports can be used to change any field in patron records except for the Barcode field.

How do I import patrons or items through FTP?

You’ll need to create a saved import. Go to the import you want and click Create Saved Import at the bottom of the window. Then you’ll need to enter a name and fill out the Settings tab with your preferences. Lastly, go to the File Source tab and select FTP or FTPS from the Protocol dropdown. Enter your FTP/FTPS server’s information.

If you don’t have your own server, COMPanion offers secure and private folders on our FTP server! If you do have your own server, make sure that it’s using up-to-date technology.

Want to check if it works? Click Test FTP Connection. From there, you can run the import whenever necessary.

How do I update specific patron information?

What information can be updated with a patron import file?

How do I import patrons or items through FTP?

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