Import customer files
To import a file of customer data, first configure your customer import settings in Wise configuration. Depending on the import method specified by your system, when importing student data, a membership to the library can be automatically created and a barcode number can be issued immediately. See Customer import for more information.
Use the Import customer files template
Use the Import customer files template to enter customer data to be uploaded into the Wise Client. The previous template with Dutch headers may also be used.
Note: The file must be saved as a .csv in order to import it into the Wise Client.
Template column information:
| Template column | Required | Description |
|---|---|---|
| PATRON_ID | x | Customer/student number. This will be used as the customer’s barcode. |
| STUDENT_ID | Must be unique within the school. Student ID numbers must be different from the library card numbers. Appears on the Notification preferences tab in the External number 2 field. |
|
| FIRST_NAMES | x | Customer's first name |
| PREFIX | Prefix for customer | |
| LAST_NAME | x | Customer's last name |
| HOUSE_NUMBER | x | Customer's street number. Can use school address, if importing student records |
| ADDRESS | x | Customer's street name. Can use school address, if importing student records |
| ADDRESS_LINE_2 | The second line of the customer address. Can use school address, if importing student records | |
| ZIPCODE | x | Customer's zip code. Can use school address, if importing student records |
| CITY | x | Customer's city. Can use school address, if importing student records |
| STATE | x | Customer's state. Can use school address, if importing student records |
| DATE_OF_BIRTH | x |
Format: yyyy-mm-dd Note: If no date is entered, or if the date is entered using the incorrect format, the date of birth will display as (-1). |
| GENDER | Enter M for male, V for female, or leave empty. | |
| PHONE | Telephone number | |
| mobile | mobile number | |
| E_MAIL | Only one email address. Type L has an option to overwrite. | |
| PIN |
Customer/Student PIN Note: To allow the system to automatically generate a PIN:
And/or
|
|
|
PASSWORD |
Customer password |
Import a customer file
After configuring the customer/student import registration information in Wise configuration manager, open the Wise Client.
- Navigate to Customers > Import data > Import customer files.
- Select the school/branch to use. Click OK.
- The Importing customer details screen opens and includes the details configured in the Wise configuration manager. See Customer import for more information.
- Click Input file and select the .csv file of student data. The file name appears in the Work file section.
- Click Test to run the import in test mode and highlight any potential duplication.
- The test mode and report is mandatory before processing.
- Click Print report to review the file. Make any corrections necessary before processing.
- If the file looks correct, click Process to submit the file. The status of the file appears in the Busy with section.
- Once the file has finished processing, click Print report to review the actions taken on the processed file.
Download previous customer files
Authorized staff members can access previously uploaded student files.
- Navigate to Branch management > File management.
- From the File management screen, select leerlingbestanden (student files) under the Wise Server section.
- Select the desired file(s) from the list of previously uploaded student files. Use Ctrl to select multiple files at once.
- From the File menu, staff can Download selected file(s) or Delete selected file(s).