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You can export a CSV file from Progresso which can be imported directly into the library system.
Open Progresso and choose the 'People' tab, then select either a list of 'Learners' or 'Staff' members. For a list of students, click 'Learners'.
At the bottom of the page, click 'More Actions' then 'Manage List View'.
This opens a window where you can customise the columns on the 'Learner' list. Choose from the available columns on the left-hand side and click 'Add' which will move them to the 'Columns in List' on the right.
Ensure that only the following fields are added to the 'Columns in List' section:
- Learner Code
- Surname
- Forename
- Date of Birth
- M/F
- Reg Grp
- Year
Select 'OK' once all columns have been added to the 'Columns in List' section.
The list can then be saved for convenience so it can be selected when required. Once saved, the list will be displayed.
The next step is to export the data from the list view. Click the 'Select All' tick box at the top of the grid to select all the records.
At the bottom of the screen, click 'More Actions' and select 'Export All'.
Choose the option to export to a CSV file and the data will be exported. The application associated with a CSV file (normally Microsoft Excel) will then be opened displaying the exported data.
Preparing the CSV file for Import
The next step is to amend the CSV file to make it suitable for importing into the library system.
Open the file with Notepad and change the headers in the top line.
- Forename = Forename
- Date of Birth = DateofBirth
- Reg Grp = TutorGroup
- Learner Code = ManagementSystemID
- Year = YearGroup
- M/F = Gender
- Surname = Surname
Save the file in CSV format.
If you are importing any additional fields with your CSV the headers will need to be changed to match the library system.
When you come to import the CSV file, select the 'WBLS' option when prompted.
