Patron Import - Overview and Prerequisites

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 be updated in the system.

Prerequisites for Smart Patron Import

Before attempting to perform a patron import, you will need to ensure you have 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 information that you would like to import into SmartSuite.