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import_format [2019/09/17 16:47] |
import_format [2022/03/31 18:14] admin |
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+ | ====== Import Format ====== | ||
+ | |||
+ | **An export from MyScouts can be imported directly into ScoutsTracker. | ||
+ | |||
+ | * The spreadsheet must be in an .xls format (i.e., //not// .xlsx) | ||
+ | * A header row must exist, and **//must be on row 2//** (//row 1 is ignored//). | ||
+ | * All the header labels specified below are case insensitive (i.e., you can use upper or lower-case letters, or a mix... it doesn' | ||
+ | * You cannot add or remove bits from the header labels (e.g., if the required label is '' | ||
+ | * It does not matter which columns are which order (e.g., you can make column 1 be '' | ||
+ | * Columns not specified below will be safely ignored (i.e., if you have a custom '' | ||
+ | |||
+ | ^Column Label ^ Required? ^ Default Value ^ Description ^ | ||
+ | | Member Type | Required | none | Either " | ||
+ | | First Name | Required * | blank | The member' | ||
+ | | Last Name | Required * | blank | The member' | ||
+ | | Display Name | Required * | blank | A nickname, or abbreviation (e.g., " | ||
+ | | Member Number | Optional (recommended) | blank | A unique identifier (e.g., Scouts Canada member number). | ||
+ | | Scouting Role | Optional | " | ||
+ | | Status | Optional | active | Either " | ||
+ | | Email Address | Optional | blank | An email to use to automatically create a Login for this member. | | ||
+ | | Birth Date | Optional | blank | Only applicable to youth. | ||
+ | | Join Date | Optional | blank | The date the member joined Scouting. | | ||
+ | | Photo Consent | Optional | blank | A flag (" | ||
+ | | Daytime Phone | Optional | blank | A phone number. | | ||
+ | | Evening Phone | Optional | blank | A phone number. | | ||
+ | | Alternate Phone | Optional | blank | A phone number. | | ||
+ | | PRC Expiry | Optional | blank | A date. (NOT CURRENTLY SUPPORTED) | | ||
+ | | Notes | Optional | blank | Extra data/text that you want recorded for participants. | | ||
+ | | Create Login | Optional | true | A flag (" | ||
+ | * //Not all name columns must be specified, but **at least one** of '' | ||
+ | |||
+ | ===== Example ===== | ||
+ | |||
+ | The following is an example of a spreadsheet that would be successfully be imported. | ||
+ | |||
+ | ^ ^ A ^ B ^ C ^ D ^ E | | | ||
+ | ^ 1 | **1st Newbury Pack** ||||| //<- Ignored row// | | ||
+ | ^ 2 | **Member Type** | **DISPLAY NAME** | **email address** | **Scouting Role** | **Allergies** | //<- Mandatory header row// | | ||
+ | ^ 3 | Volunteer | Scouter Dave (Akela) | scouter.dave@example.com | Troop Scouter | none | //<- Member records start here// | | ||
+ | ^ 4 | PARTICIPANT | Kylie | kylie@example.com | APL | none | | | ||
+ | ^ 5 | participant | Wei | | pl | none | | | ||
+ | ^ 6 | PaRtiCiPant | Marcus | | | peanuts, eggs | | | ||
+ | ^ 7 | volunteer | Scouter Cynthia (Bagheera) | cynthia@example.com | | none | | | ||
+ | ^ 7 | PARENT | Mom Smith | mom@example.com | | none | | | ||
+ | ^ 7 | adult | Trainer Joe | joe@example.com | | none | | | ||
+ | | | | | | | %%^%% //ignored column// | | ||