Patron import

We can import details of users from a list saved in spreadsheet (MS Excel/LibreOffice Calc). Every academic year colleges and schools prepare details of students got new admission in excel sheet. Librarian can collect list from office for the purpose of import into Koha.

Prepare patron list
Often details of students in save in spread sheet file (e.g. MS Excel). We have to arrange details in a spreadsheet. Here is an example. Filed names in header should same as in patron table. You can download sample file from here.
I have added here minimum patron fields. You can check other field names and add from here

This spread sheet represent student details from a school. cardnumber represent unique ID number of students. Student class can add in sort1 field. 

branchcode and categorycode are mandatory fields. 
Library code in Koha should be in branchcode field. 
You can check your library code from  
Koha > Administration > Libraries and Groups

Check Patron category code from 
Koha > Administration > Patron types and categories
Arrange patron details in spreadsheet. Save/Save As spread sheet to .csv format.
 Import Patrons
Goto Koha > Tools > Import Patrons
Upload csv file.
Press Import button. Import button located in bottom of the page.
See the result page. Your records imported successfully.

1 comment:

  1. Dear Vimal Kumar,

    You can help me the problem: my library has 3 branches - they are balance in roles. Details:

    1. Branch Apple with branchcode: APP
    2. Branch Butters with branchcode: BUT
    3. Branch Cookies with branchcode: COO

    My patrons can borrow books from any branchs. I don't import patron list into 1 in 3 branches because patrons belong to virtual library (we call "headquarter". So, how can I import patrons correctly?

    Thank you very much!