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import_format [2019/09/17 16:47]
import_format [2023/11/17 15:18] (current)
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 +====== Import Format ======
 +
 +**An export from MyScouts can be imported directly into ScoutsTracker.  The following information applies only if you have records for youth and leaders in a non-MyScouts spreadsheet.**
 +
 +  * The spreadsheet must be in an .xls format (i.e., //not// .xlsx), or a delimited text file (e.g., ".csv", ".txt", ".tsv")
 +  * 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't matter)
 +  * You cannot add or remove bits from the header labels (e.g., if the required label is ''Email Address'', then you cannot just specify ''Email'')
 +  * It does not matter which columns are which order (e.g., you can make column 1 be ''First Name'' or ''Member Type'' or ''Status'')
 +  * Columns not specified below will be safely ignored (i.e., if you have a custom ''Allergies'' column, it will not interfere with the import)
 +
 +^Column Label ^ Required? ^ Default Value ^ Description ^
 +| Organization | Required | none | The name of your GROUP.  Must be the same for every row |
 +| Organization Sub Type | Optional | Your Section level | The section this member should import into.  Only used when including multiple sections and doing group-wide imports.  Must be one of "Beaver Colony", "Cub Pack", "Scout Troop", "Venturer Company", "Rover Crew", or "Committee" If members are active in multiple sections, they'll need multiple rows in the spreadsheet. |
 +| Member Type | Required | none | Either "Volunteer" or "Participant" or "Non Member" (case insensitive) |
 +| First Name | Required | blank | The member's given name. |
 +| Last Name | Required | blank | The member's surname. |
 +| Display Name | Optional | blank | A nickname, or abbreviation (e.g., "Michael C") to display in lieu of ''First Name'' and ''Last Name''. |
 +| Member Number | Required | blank | A unique identifier (e.g., Scouts Canada member number).  This field prevents repeated imports from creating duplicate records. |
 +| Scouting Role | Optional | "Scout" or "Scout Counsellor" | Participants: "Scout" (or other section specific name) \\ Volunteers: One of "Troop Scouter" or "Scout Counsellor" \\ Non Members: One of "Parent Overnight", "Parent Helper", "Adult Overnight", "Friend" |
 +| Status | Optional | active | Either "active" or "inactive" (case insensitive). |
 +| Email Address | Optional | blank | An email to use to automatically create a Login for this member. |
 +| Birth Date | Optional | blank | Only applicable to youth.  Scouter's birthdates are ignored. |
 +| Join Date | Optional | blank | The date the member joined Scouting. |
 +| Photo Consent | Optional | blank | A flag ("true"/"false") indicating whether they've given Scouts Canada permission to use photos |
 +| 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 ("true"/"false") that specifies whether a login should be created for this member using the specified email address.  If 'false', no login will be created |
 +
 +
 +===== Example =====
 +
 +The following is an example of a spreadsheet that would be successfully be imported.  It would create two leader records, three youth records, and the Logins for two leaders and one youth.  The custom ''Allergies'' column would be ignored.
 +
 +^ ^ A ^ B ^ C ^ D ^ E | |
 +^ 1 | **1st Newbury Pack** ||||| //<- Ignored row// |
 +^ 2 | **Member Type** | **FIRST NAME** | **lastname** | **email address** | **Scouting Role** | **Organization** | **Allergies** | //<- Mandatory header row// |
 +^ 3 | Volunteer | Tony | Stark| scouter.tony@example.com | Troop Scouter | 1st Muddy Paw | none | //<- Member records start here// |
 +^ 4 | PARTICIPANT | Kylie | Wylie | kylie@example.com | APL | 1st Muddy Paw | none | |
 +^ 5 | participant | Wei | Xiang | | pl | 1st Muddy Paw | none | |
 +^ 6 | PaRtiCiPant | Marcus | Cassius | | | 1st Muddy Paw | peanuts, eggs | |
 +^ 7 | volunteer | Cynthia | Wilson | cynthia@example.com |  | 1st Muddy Paw | none | |
 +^ 8 | PARENT | Mom | Smith | mom@example.com |  | 1st Muddy Paw | none | |
 +^ 9 | adult | Joe | Trainer | joe@example.com |  | 1st Muddy Paw | none | |
 +| | | | | | | | %%^%% //ignored column// |