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.

We recommend using FTP imports for larger files like patron pictures and BestMARC imports.

See also Patron Imports Best Practices.