Patron Import

• Create a CSV file for your patron data
  
  • Format your file with the following fields
    • 'surname', 'firstname', 'title', 'othernames', 'initials', 'streetnumber', 'streettype', 'address', 'address2', 'city', 'state', 'zipcode', 'country', 'email', 'phone', 'mobile', 'fax', 'emailpro', 'phonepro', 'B_streetnumber', 'B_streettype', 'B_address', 'B_address2', 'B_city', 'B_state', 'B_zipcode', 'B_country', 'B_email', 'B_phone', 'dateofbirth', 'branchcode', 'categorycode', 'dateenrolled', 'dateexpiry', 'gonenoaddress', 'lost', 'debarred', 'contactname', 'contactfirstname', 'contacttitle', 'guarantorid', 'borrowernotes', 'relationship', 'ethnicity', 'ethnotes', 'sex', 'password', 'flags', 'userid', 'opacnote', 'contactnote', 'sort1', 'sort2', 'altcontactfirstname', 'altcontactsurname', 'altcontactaddress1', 'altcontactaddress2', 'altcontactaddress3', 'altcontactstate', 'altcontactzipcode', 'altcontactcountry', 'altcontactphone', 'smsalertnumber', 'patron_attributes'
      • TIP: Consult your system administrator if you are unsure of how to fill in the above fields.
      • IMPORTANT: Make sure the 'branchcode' and 'categorycode' are valid entries in your database.
      • Passwords should be stored in plain text, and will be encrypted as they're imported
        • TIP: If your passwords are already encrypted, talk to your systems administrator about options.
• Select a file to import into the borrowers table
• If a cardnumber exists in the table, you can choose whether to ignore the new one or overwrite the old one.
• Click 'Import'
• You will be brought to a confirmation screen.