Tip: Streamline your student data management with Intake. Find out more here.
Purpose
This article contains a walkthrough and video guide on how to import a CSV into the Reading Cloud library system for borrower import.
Covers: Importing of a CSV with student information
Does not cover: Exporting a CSV, Correcting Mismatched Borrowers, Transferring from Intake
When to Do This
After removing leavers and old groups, before assigning login credentials
Instructions
If you have an automated sync, you will not need to import a CSV as your student data is imported automatically.
Once you have a CSV, you can import it into your library system.
If you have not yet removed your leavers, the removal must be completed first to prevent the duplication of borrowers or the creation of messy groups.
Log into your library site. Click 'Manage Library' or 'Librarian Only'.
From the top menu, click 'Database' then 'Intake'.
The 'Intake' table will open. Click 'Import' in the right-hand menu.
The main Import box will open. Firstly, select an import definition (also known as a 'mapping file') from the supplied list. There will be several shown and each have their own formatting rules.
The file type you select should be chosen in accordance with the instructions that were used to create the CSV file. For instance, when following the SIMS instructions, you should choose the 'SIMS.net (quoted)' file type. If you used the Progresso, CMIS, iSAMS, RM Integris G2, SEEMIS, Pupil Asset, Arbor or Any other MIS instructions then select 'WBLS', do not select your management system.
Once selected, click 'Upload File'.
In the new window that opens, click 'Browse...'.
From the Windows dialog box that opens, select the CSV file and click 'Open'.
The window will close automatically when this has completed.
Once the 'Browse...' window has automatically closed, click 'Import' to begin importing the file.
This may take several minutes depending on the amount of records there are to process. Do not click import a second time, even if a progress bar does not appear, the file is uploading in the background. Clicking import a second time will import the CSV twice and your intake table will be full of duplicates.
When completed, a box showing the results of the import will display.
Click 'OK', the import is now complete.
If you are having any issues during this process, click here.
Once the import is complete, you are ready to move on the next step.
FAQs
Q: When importing, I cannot see the option for my MIS or 'WBLS'?
A: Please ensure that you have first opened the Intake table, then open the Import option. You will not be able to import your Borrowers through any other table, only Intake.
How some of our other customers have phrased this
- What do I do with my CSV?
- Where should I import my new students?
- What options do I pick when importing my CSV?
- Upload csv
Need Some Extra Help?
If you are struggling with an issue please let the friendly Reading Cloud Service Team help. If you are using the chat bot and your issue is urgent, just say “Transfer for help please”. Alternatively if you prefer you can email them with support@reading-cloud.com or give them a call on +44 (0) 330 822 5359.
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