Differences

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--- import_format [2020/12/23 17:11]
127.0.0.1 external edit
+++ import_format [2023/11/17 15:18] (current)
admin
@@ Line 3: / Line 3: @@
 **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)
+  * 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)
@@ Line 11: / Line 11: @@
 ^Column Label ^ Required? ^ Default Value ^ Description ^
-| Member Type | Required | none | Either "Volunteer" or "Participant" (case insensitive), or one of the following for other participants "Parent", "Adult", "Other" |
+| Organization | Required | none | The name of your GROUP.  Must be the same for every row |
-| First Name | Required * | blank | The member's given name. |
+| 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. |
-| Last Name | Required * | blank | The member's surname. |
+| Member Type | Required | none | Either "Volunteer" or "Participant" or "Non Member" (case insensitive) |
-| Display Name | Required * | blank | A nickname, or abbreviation (e.g., "Michael C") to display in lieu of ''First Name'' and ''Last Name''. |
+| First Name | Required | blank | The member's given name. |
-| Member Number | Optional (recommended) | blank | A unique identifier (e.g., Scouts Canada member number).  This field prevents repeated imports from creating duplicate records. |
+| Last Name | Required | blank | The member's surname. |
-| Scouting Role | Optional | "Scout" or "Scout Counsellor" | One of "Scout" or "PL" or "APL" (for participants); or one of "Troop Scouter" or "Scout Counsellor" or "Scouter in Training" (for volunteers).  For Pack, use "pl" and "apl" (not "sixer" and "second"). |
+| 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. |
@@ Line 25: / Line 27: @@
 | Evening Phone | Optional | blank | A phone number. |
 | Alternate Phone | Optional | blank | A phone number. |
-| PRC Expiry | Optional | blank | A date. |
+| 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 |
-* //Not all name columns must be specified, but **at least one** of ''First Name'', ''Last Name'' or ''Display Name'' must be.//
 ===== Example =====
@@ Line 36: / Line 38: @@
 ^ ^ A ^ B ^ C ^ D ^ E | |
 ^ 1 | **1st Newbury Pack** ||||| //<- Ignored row// |
-^ 2 | **Member Type** | **DISPLAY NAME** | **email address** | **Scouting Role** | **Allergies** | //<- Mandatory header row// |
+^ 2 | **Member Type** | **FIRST NAME** | **lastname** | **email address** | **Scouting Role** | **Organization** | **Allergies** | //<- Mandatory header row// |
-^ 3 | Volunteer | Scouter Dave (Akela) | scouter.dave@example.com | Troop Scouter | none | //<- Member records start here// |
+^ 3 | Volunteer | Tony | Stark| scouter.tony@example.com | Troop Scouter | 1st Muddy Paw | none | //<- Member records start here// |
-^ 4 | PARTICIPANT | Kylie | kylie@example.com | APL | none | |
+^ 4 | PARTICIPANT | Kylie | Wylie | kylie@example.com | APL | 1st Muddy Paw | none | |
-^ 5 | participant | Wei | | pl | none | |
+^ 5 | participant | Wei | Xiang | | pl | 1st Muddy Paw | none | |
-^ 6 | PaRtiCiPant | Marcus | | | peanuts, eggs | |
+^ 6 | PaRtiCiPant | Marcus | Cassius | | | 1st Muddy Paw | peanuts, eggs | |
-^ 7 | volunteer | Scouter Cynthia (Bagheera) | cynthia@example.com |  | none | |
+^ 7 | volunteer | Cynthia | Wilson | cynthia@example.com |  | 1st Muddy Paw | none | |
-^ 7 | PARENT | Mom Smith | mom@example.com |  | none | |
+^ 8 | PARENT | Mom | Smith | mom@example.com |  | 1st Muddy Paw | none | |
-^ 7 | adult | Trainer Joe | joe@example.com |  | none | |
+^ 9 | adult | Joe | Trainer | joe@example.com |  | 1st Muddy Paw | none | |
-| | | | | | %%^%% //ignored column// |
+| | | | | | | | %%^%% //ignored column// |

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