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This material was adapted from , documentation for the KFS 4.x releases. | Note |
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| This information will continue to be updated. |
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Importing Data to OLE
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OLE allows users to import multiple types of records. In Select/Acquire, financial data can be inverted from spreadsheets (.csv files). Bibliographic records, Orders, Patrons, and Locations can be imported with the Batch Process using Batch Process Profiles. The first part of this page describes how to import data using templated spreadsheets. The second part gives users sample data to modify and use for batch processing. |
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Data Import Templates for Select/Acquire
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OLE import templates allow you to import any number of accounting lines, endowment transaction lines, purchasing line items, and other types of data from a comma-delimited (.csv) file. This section contains a table that lists types of e-docs for which templates are available in the default system and provides a link to the corresponding template for each document type.
Following the table is a process overview that includes complete instructions for using templates to import multiple lines of data. Additional subsections contain detailed information about each template.
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