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Exporting a CSV - Pupil Asset

Tip: Streamline your student data management with Intake. Find out more here.

Open Pupil Asset and from the top bar, click 'Admin' then 'Export'

Click 'External Systems' on the menu on the left-hand side.

Click 'Micro Librarian' from the export type menu.

Once selected you will need to tick 'Include Pre-Ads' to include new students.

Click 'Download as CSV' to download the file to your machine.

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. 

When creating a CSV file in Pupil Asset there are two quotation marks (" ") around each line that prohibit the library system from recognising the fields correctly.

'ManagementSystemID,Forename,Surname,DateOfBirth,Gender,TutorGroup,YearGroup"
"P002262A001283933, I, A, 22/05/2008, M, Seuss, 6"

In order to resolve this, open the CSV file in notepad, if you have it saved to your desktop you can right-click on the CSV file icon and select 'Open with notepad'.

Press CTRL+H to open the 'Replace' function.

Under 'Find What' type in a single quotation mark ".

Leave the 'Replace with' field blank and click on 'Replace All'.

Once all of the quotation marks have been removed, close the 'Replace' function.

Use 'Save as' to save the CSV file under a new name.