Upload files for this importer like this.
We can now import user information for any unit type!
Most of our importers are based on data that can be exported from other scouting software, but these are only available for certain unit types. With this new user importer, we can import users into troops of any unit type. You can send us a spreadsheet of the users in your troop through the helpdesk, and we should have it imported within a day or two. The spreadsheet should follow the following pattern:
Required Columns:
Last NameFirst Name-
Youth or Adult(values should be either “youth” or “adult”) Household
Optional Columns:
Email-
Born On(DD/MM/YYYY OR YYYY/MM/DD) -
Gender(values should be either “male” or “female”) Nick NameMiddle NameSuffixHome PhoneCell PhoneWork PhoneLine1Line2CityStateZip CodePatrolLevelID Number-
Joined On(DD/MM/YYYY or YYYY/MM/DD)
Importer Info
The order of the headers doesn’t matter, and any other headers will be ignored. Also, headers are case-insensitive (so you can use First Name or first name or FIRST NAME). Dates should be in DD/MM/YYYY format. Youth or Adult entries should either be Youth or Adult, and can be uppercase or lowercase. Gender entries should be either Male, Female or blank, and can be uppercase or lowercase.
We try to find users by first name, last name, and whether they’re a youth or adult, so be consistent in your naming. For example, if TroopTrack thinks John Smith Jr.'s first name is Johnny, use Johnny in the spreadsheet so that we don’t accidentally make a duplicate user.
We try to find households by name (the Household entry) and the first line of the address, eg: 123 Milky Way (the line1 entry), so again, be consistent with naming. If you already have households in TroopTrack and don’t want to bother entering the addresses, you can leave the line1 and other information out of the spreadsheet and we will match households by name.
If the spreadsheet doesn’t contain all the required columns, we won’t be able to import your users. Also, if any rows in your spreadsheet are missing any required fields (for example, no Household is listed for a user), we’ll just skip that row in the spreadsheet.
Important Columns
Patrol
We can optionally import users into their patrols, using the Patrol entry. We try to find an existing patrol with the name in the Patrol entry, but if there isn’t one, we make one. If you don’t provide a Patrol entry the user(s) will go to the “Unassigned” patrol.
Level
Optionally set a user’s level. For BSA Cub Scouts, for example, this would be one of Lion, Tiger, Wolf, Bear, or Webelos. This is only applicable to organizations with age-based levels (Cub Scouts, Girl Scouts, AHG, etc). This is not applicable to organizations with achievement-based levels, such as BSA Troops.
ID Number
This is the same ID found on a user’s profile, under the “Member Details” page, in the “Registration Info” section. For BSA troops/packs this is the BSA ID. This is an optional field.
Example:
+------------+-----------+----------------+-----------+----------------+------------+
| First Name | last name | youth OR adult | household | EMAIL | Born On |
+------------+-----------+----------------+-----------+----------------+------------+
| Johnny | Smith | Youth | Smith | | 21/05/2005 |
+------------+-----------+----------------+-----------+----------------+------------+
| John | Smith | adult | Smith | john@smith.com | |
+------------+-----------+----------------+-----------+----------------+------------+
| Jane | Smith | Adult | Smith | | |
+------------+-----------+----------------+-----------+----------------+------------+
| Bob | Bobson | youth | Bobson | bobby@bob.com | 14/10/2009 |
+------------+-----------+----------------+-----------+----------------+------------+
| Robert | Bobson | Adult | Bobson | rob@bob.com | |
+------------+-----------+----------------+-----------+----------------+------------+
Upload files for this importer like this.
