Once you have selected your ID provider and setup the link between the library system and your ID provider, you will need to import a CSV from your ID provider to the library system. If you do not already have the CSV, you can export one from your ID provider, either Microsoft, Google, or RM.
Once you have the CSV, load the library system's Management page and load the Intake table by selecting 'Database' at the top of the page then 'Intake' from the list.
On the right-hand side, under 'Records', select 'Import'.
On the 'Import' box, select your ID provider, be it Azure AD, Google SSO or RM Unify. Then select 'Upload File'.
Drag and drop the CSV to this box or click on 'Select files...' and browse to the CSV.
Once the file has been uploaded, press 'Import' and the file will be imported to the intake table.
An auto matching routine will run and any borrowers that automatically match with existing borrowers will be automatically updated and removed from the intake table. If there are any borrowers it cannot match, they will be left in the intake table, you will then need to carry out the manual matching process to match these remaining borrowers.
Once complete and there are no borrowers in the intake table, your students are ready to log into the library system.