When importing files from a vendor, the correct default settings will already be set, and you can simply select “Run.” If you have a custom import or specific needs when updating your titles or copies, we recommend calling Customer Support for assistance.

Go to Operations Management by clicking on the tool icon at the top, and click on the blue “i” icon.

You'll need to create a saved import. Go to the import you want and click Create Saved Import at the bottom of the window. Then you'll need to enter a name and fill out the Settings tab with your preferences. Lastly, go to the File Source tab and select FTP or FTPS from the Protocol dropdown. Enter your FTP/FTPS server's information. (If you don't have your own server, COMPanion offers secure and private folders on our FTP server!) Want to check if it works? Click Test FTP Connection. From there, you can run the import whenever necessary.

Start by exporting the necessary data from your student information system (SIS) in a tab-delimited text format. This file can be imported into Alexandria Librarian to add new patron records and update any existing patron records simultaneously.