LIBRARY WORKSPACE

Import school register

Add starters or safely compare a complete pupil register.

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1Choose the file and purpose

CSV only for this first version. The file remains in this browser until you preview and confirm it.

A full register identifies pupils absent from the file as possible leavers. Applying the import sends them directly to the saved Class progression plan with destination Leavers. Their live borrower records are not changed or deleted at this stage.

2Check the columns

Recognised MIS headings are mapped automatically. Missing optional fields remain ignored; choose a column manually when required. Positional order is used only when the file has no heading row.

Library fieldsYour MIS columnsExample
required ✓ Mapped
New
Updates
Unchanged
Errors
Possible leavers

3Review before applying

possible leavers found. Review the highlighted records before applying this full-register import.

Class/Form review

Check the MIS class and year before importing. Spacing and punctuation-only differences are matched to the existing library class.

MIS Class/Form NameYear groupResultLibrary class used

Error rows are shown first and highlighted in red. Open the original CSV, correct it in Excel or your CSV editor, save it, then choose the corrected file above.

Possible leavers ()

These active pupils were not matched to the full register. Applying the import adds them to the saved Class progression plan with destination Leavers. Their original class, loans and reservations remain unchanged until that plan is reviewed and finally applied.

NameCurrent classUPN
Open Class progressionBack to borrowers

Confirm borrower import

Check the totals before making these database changes.

Possible leavers will be assigned to Leavers in the saved Class progression plan. Their live class remains unchanged and nobody is deleted until that plan is separately reviewed and confirmed.
Existing borrower barcodes will be retained. New borrower barcodes will be generated automatically.

This mode compares the whole pupil register. Any active pupil not matched to the file is assigned to Leavers in the saved Class progression plan. Their current class and activity remain unchanged until you review and apply that plan.
This mode only adds or updates pupils contained in the file. Pupils absent from the file are ignored, so this mode cannot identify leavers.

You will receive a full preview before any database changes are made.