Staff Client Help v6.7
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Polaris User Interface (UI) Reference|Patron Services UI Reference">
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>Add from File Dialog Box</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRpatron/addfromfile.htm">Open topic with navigation</a>
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<h1>Add from File Dialog Box</h1>
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<p>To access the Add from File dialog box, select <b>Tools > Add from file</b> from a patron record set.</p>
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<p class="NoteShade"><b>Note:</b>
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<br />When you add patron records to a record set using a file, the patron records already exist in the Polaris database. This process matches the PatronID in the file to the patron record in the Polaris database and adds the record to the record set.</p>
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<p>Use the Add from File dialog box to:</p>
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<ul>
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<li value="1">Specify the file containing the patron IDs - Click <b>Browse</b> to locate the file.</li>
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<li value="2">Identify the worksheet and column containing the Polaris Patron ID - Select an option from the drop-down list in the <b>Worksheet/Column containing PatronID</b> box.</li>
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<li value="3">Specify where to save the error report - Browse to select the location in the <b>Save to file</b> box.</li>
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<li value="4">Add the patron records to the record set - Click <b>Add</b>.</li>
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</ul>
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<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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