Overview
Smart Patron Import allows the system administrators to bulk import patrons into SmartSuite. - Once an import has finished, any new patrons will be inserted and any existing users will have any changes updated in the system.
Prerequisite's for Smart Patron Import
Before attempting to perform a patron import, you will first need to ensure you have acquired a CSV file with your patron information.
At a minimum, your file should contain:
- First Name
- Surname
- Barcode (If applicable)
- E-mail (mandatory for staff import)
- Student ID (For linking purposes)
- Homeroom
- Classification
Please note you can include any other infomation that you would like to import into SmartSuite
Uploading the patron import file
1) From the main Smart Patron Import page select the format of your Patron Import. (CSV or TAB, By default the format selected is CSV)
2) Uncheck the "Has Header" box if your Import file does not have the field headders in the first line.
3) Click 
button and choose the file from your computer.
4) Once the file has been uploaded you will be taken to the "Template Mapping" page
Template Mapping
1) Please select a "Merge by" option, You can merge by the following fields.
- Barcode
- External ID
- Full Name
- Username
2) By default, the template mapping page will try to automatically assign the columns in the import file to the allocated SmartSuite fields if the import file "Has Headers".
- If the field is highlighted 
the auto mapping has been successful.
- If the field is highlighted 
the auto mapping has not been able to identify the data in the column.
3) When the columns appear in 
you will need will need to use the field dropdown to select the SmartSuite field you wish to import into, the field will highlight yellow once you have selected a field.
4) If you would like to save the mapping template to use next time click 
and enter the template name then click 
5) Click 
to view the data that will be imported or changed in SmartSuite.
6) The "Preview Changes" page will show you the changes that Smart Patron Import is about to preform.
If the data is being updated in SmartSuite it will show what the current data and what it will become, highlighting the changes in red.
If the data is new it will show the new patrons information.
7) Once you have confirmed that data is importing into the correct field click 
8) On the "Security Code" page you will be prompted to enter a security code to confirm the import, the security code will be emailed to the
address attached to your patron profile, once you have entered the code click 
9) The import will start, Please note if you close the browser the import will be canceled.
| Function | Description | HelpArticle for Function |
|---|---|---|
| Adding Blank Columns | This function allows you to add a column that is not in the import file. | Adding Blank Columns |
| Assigning User Permissions | This function allows you to assign permissions to a user via patron import | Assigning User Permissions |
| Assigning TV4Education Permissions | This function allows you to assign patrons permissions to TV4Educaion | Assigning TV4Ed Permissions |
Version Information
Version: 2.0.0
Publish Date: 25/05/2018
Publisher: Functional Solutions
Creator: Robert VanDyken