Go to Operations > Import and select the category of what you are importing. Upload the file from your computer, and make sure to configure the field map. Note: Marc records don’t need to be field mapped. See Import for more information.
To import patron pictures, follow the 5 easy steps below:
For more detailed instructions and help, see Importing Images.
Everyone updates their patron records differently. Advancing patron grades may already be taken care of if you use patron imports or a SIS integration.
If not, go to your Grade Table Preferences and click Advance All Grades once. Check a patron record to make sure it worked properly.
For further help, please visit Patrons Preferences.
 | Advancing grades does not also change policies. If your patron policies match grade levels, see our Patron Imports Best Practices for instructions on updating those. |
The beginning of the school year can be stressful. Please visit our free online Support Center for all our Beginning-of-Year Procedures. Following our recommendations will ensure you are ready to start at the beginning of the year.