Synchronising Borrowers with an in-load file (In-loading borrower information from another computer system)

These are the Office Systems we have setup a standard process for:

OneSchool

• The New office system found in Qld State Schools
• CSV text file format

SMS

• The OLD office system found in Qld State Schools
• CSV text file format

MAZE

• The office system commonly found in Qld private schools
• Tab delimited text file format

TEXT FILE (needs to be a Tab delimited file OR a CSV (comma delimited file)

Updating Borrower information from another computer system

Updating the Borrower information is exactly the same as in-loading the information in the first instance except there are a few things you need to check before you start!

This is what happens when you synchronise existing borrower information:

The Pre-Synchronise Checklist...

• Make sure you have done a backup!

• You MUST have the student's enrollment number (or any other unique identifier) in the Borrower No. field of the Borrower's details.  This number is used as a unique reference point for each student.

For example...

If John Smith has an existing Borrower No. of 1234 then any information attached to 1234 in your in-load file will replace John's original details (which is why we suggest you make a backup BEFORE synchronizing borrower information)

If you need to enter your borrowers manually see the Adding Borrower Details page.