Data safety
Import Members from CSV file
Step 1: Go to the “Member” section in the side menu. Then, press the “Add new” button to add member.
Step 2: Select the “Import” option
Step 3: First steps, you will need to upload a file to import your member list. If you do not have a pre-formatted file, you can download and use our existing template. Click on “Template.”
Step 4: The template will be displayed on the web; please download it to your device and keep the file format as CSV. After downloading, simply enter your data and save the file.
Step 5: Next, select the file you have just edited and upload it to the data input box.
Step 6: Once the file is displayed, click “Next.”
Step 7: Select Library: Choose the libraries that your members can access and click “Next.”
Step 8: Map Data: If you have added or modified any fields in the file, select the corresponding fields in the app during this step to ensure data is correctly imported without errors. Then, click “Next.”
Step 9: Review: Review your data one last time before finalizing, then click “Confirm & Import.”
Step 10: Once the import process is successfully completed, you can select “Go to Member” to view the information of the newly added members.
Export libary data to a CSV file
Step 11: Tap on “Libraries” sec tion at the side menu
Step 12: Tap on three-dot icon to show all editing options. Select “Export”
