transfer data from troopmaster to scoutbook

Choose from either a dark or light theme for your site. If they do, then we need to look at that gap in the export/import process. Just a heads up, though - all content, information, and opinions shared on this forum are those of the author, not the BSA. Along with the ability to create your own activity types, you can also specify exactly how the system credits this for your members. Use Git or checkout with SVN using the web URL. Cookie Notice organizing meetings for the year, to preparing for the next You can make updates to your data while at the meeting/outing and later sync these changes with the main database on your Web 2.0 site. If nothing happens, download Xcode and try again. You should treat this as a starting point and Merit Badges: This was also mostly up to date already (same as ranks). The BSA does not permit units to access advancement data for former Scouts. https://www.scoutbook.com/mobile/forums/frequently-asked-questions/3852/scoutbook-csv-data-import/. You can Along with the ability to create your own activity types, you can also specify exactly how the system credits this for your members. I have no programming abilities and everything was moved manually. Easily remove a group of activities such as 'all meeting over 5 years old' to keep your list more manageable. This contains information about each adult leader in your troop. Edit activity, attendance, and other details on your unit's activities. No response so far, unfortunately. Apple Registered Adult Leaders and Scouts should now automatically be populated in Scoutbook. Thank you for your thoughts. EBlast - We have a weekly automated email from SOAR that goes out and lists upcoming events. Easily stay in contact with your unit through email. From the first knot tied to final hours of service performed, Click "Add All>>", Adult.txt file: on getting data out of Troopmaster and massaging it into the right Hi Michael, Good to see this can be integrated. Unit Leadership Unit Activities (Many Participants) Unit Leaders, Unit Key 3, Unit Advancement Chairs and Key 3 Delegates are each invited to create and approve unit activities, each containing many participants. Details on your scouts' Personal Data, Medical/Emergency Contact, Parents, Vehicles, and more! You can upload your data using our generic CSV templates. are required to use their credentials from my.scouting.org to sign-in to Scoutbook. Hi All, Our scout troop wants to transition form TroopMaster to Scoutbook. Detailed tracking of fundraiser sales and payment collections. Please use Send Now to send calendar messages. properly for your unit. Advice on migrating from SOAR and Troopmaster to Scoutbook. www.my.scouting.org account. SOAR has a way to use the export/backup files from Scoutbook to maintain your rosters. With Scoutbook you can create customizable calendar of events, My question is can we upload his total camping nights from his individual Troopmaster report into our current IA2 with a single entry? Our new Quicktiles feature allows you to create tiles on your TroopMaster home screen. Scoutbook CSV Data Import (SB) You can upload your data using our generic CSV templates. adjust as necessary. Using our perforated cardstock, you can easily generate Merit Badge Blue cards for all of your scouts as they begin working on merit badges. Service hours, camping nights, and hiking miles now get entered at Internet Advancement 2.0. I converted our Troop over from TM to SB last fall. However, you could (in theory) create a single 60-night entry. We just had to enter some updates. Scouting units have many people who they need to keep in contact with on a regular basis. There are two features we currently use quite often in SOAR. If nothing happens, download GitHub Desktop and try again. To access Scoutbook and to setup your unit access, dens and patrols in Scoutbook, see our Getting Started Guide and Video here. Begin by exporting the Scout file from TroopMaster: From the "File" menu, select "Export ASCII". You can import basic personal data on your scouts and adult leaders from the BSA Scoutbook system. .jumbotron .section-inner { Email reminders to your members for upcoming activities. Quickly add activities to your database for regularly occuring events such as weekly meetings. I further surmise that it is the BSAs intent to encourage, if not require, the use of the Scouting app as the scout/parent interface to the database. So I would have all advancements, merit badge, service, camping etc. Note that you also do not add scouts and adults. Whether you're just getting started or have a number of new members joining your unit at the same time, our Quick Data Entry option allows you to enter basic data for a group of members all at once to quickly add them to your database. To me, activities are events, not advancement. When you generate the Court of Honor report, you can also choose to have the system automatically print award cards for all of the ranks/badges on your report. Select area: Adult Data MBCs are Council positions, not unit positions, and the approved list of MBCs is maintained by someone at your Council or District level. One of the hardest parts about converting from Troopmaster to Thanks. We do like SOAR, just dont like manually maintaining two lists. Internet Advancement works differently, and you need to have separate permissions for it, as I explained in my earlier post (above). When members transfer to your unit, quickly import their records from a transfer file they can get from their previous unit. Easily set up links for payments through PayPal for your members to pay for upcoming events when they register. Powered by Discourse, best viewed with JavaScript enabled. You can even The app was built just for Scouts and their parents and pulls existing advancement data straight from Scoutbook into a fun and easy-to-use interface. Our troop is currently using SOAR for calendar and email notifications. I cannot believe that there isnt a more automatic way to do this. It seems like the long-term BSA plan is to replace Scoutbook, in part or in total, with the new IA2 platform. User Accounts/Passwords Format: Comma delimited Select "Scout Data" as your area. Scoutbook is your go-to tool to ensure not a moment is missed - On the Export Data screen, check the box that says "Include field names as first line of export" can all be specified for each activity. We have a ~120 scouts that will need to be migrated, so its important to get it right the first time. I was wondering if there was any easier methods. @VictoriaMorgan - there is no such upload available to IA. It seems that you have far greater control over your data (and TroopMaster also has full support for Varsity, Venturing, and Sea Scout units. I am aware from reading previous posts that there is not a direct transfer of camping nights. For example a single service project with 50 hours of service. Free Mobile App included with PackMaster Web allows for easy access to your data even when you're not connected to the internet. Reports -> Activities -> Individual Activities You should utilize ScoutNET for all completed advancement and training Add custom fields to the database to track details for items not included on the standard data tracking screens. reporting, limiting the amount of time actually spent with tracking advancement, milestone achievements and all the fun For more information, please see our What is the Difference Between Internet Advancement and Scoutbook? Track details on merit badge counselors for your unit including contact information, badges taught, training/certification, etc. Its surprising to me that there is no bulk import feature for these activities. Save time by credit awards and other items for an entire group at once instead of having to credit each member individually. Because Scoutbook is so limited in its ability to communicate with unit members, parents and does not allow you to maintain contact with unit alumni, my Troop uses both Scoutbook and SOAR. This contains information about each scout in your troop and his parents. When members transfer to your unit, quickly import their records from a transfer file they can get from their previous unit. parse_activity_report.py Scoutbook is also free and I think we were paying $75/yr for Troopmaster. Also any advancements your unit has previously reported to your council via Internet Advancement should also already be in Scoutbook. Add custom fields to the database to track details for items not included on the standard data tracking screens. Scout Leadership: I had to do this by hand. Read the Troopmaster documentation or contact Troopmaster technical support fols for help. When members move to a new state, create a transfer file for them to make it easy for the new unit to load their advancement and other records. Full, detailed log of exactly which members have updated specific fields in your database. As of today there is no way to enter merit badge counselors that I know into Scoutbook. Scout Ranks: This was mostly up to date already. I doubt the pack will change until the Scoutbook calendar is improved and the e-mail system allows features like sending to non-members and implementing a list like structure where you can send an e-mail to Scoutbook and it forwards it to the list members. If you do this, keep in mind is will mess up nights for . The scripts in this repository represent many hours of trial and error Allow your members to register and pay for upcoming activities quickly and easily. Members: All Adults As of the latest update to Scoutbook, the ability for units to add MBCs has been removed. Then, you would include that adult on any mailings. Create custom permission slips for your upcoming activities. Login to get started. sometimes the act of leading can get lost in the act of We only support uploading advancements.csv file imports. The program includes standard BSA leadership positions but, if your unit has defined it's own custom postions, you can add them to your selection list. https://www.scoutbook.com/mobile/forums/frequently-asked-questions/3852/scoutbook-csv-data-import/. They are auto-magically added via the scout and adult registration process. We are also using Troopmaster for Advancement. Powered by Discourse, best viewed with JavaScript enabled. Or you can go to individual Scout Advancement pages and add them that way. height: 500px; I did not realize that TroopMaster didnt export this info. Your unit roster Scouts and Adults should already be in Scoutbook. Also how do I input merit badges, ranks and service hours, camping information? If your pack, troop, crew, or ship is already using Scoutbook, You can manually do something like what you are describing in item 1 by creating an email to all scouts/parents, and clicking the Insert upcoming events button at the bottom of the message composition window. You can also print Award Cards for your awards as well making the whole process quick and simple. Adults. off the grid, this apps offline capability allows you to access Details on your adults' Personal Data, Medical/Emergency Contact, Vehicles, Training, and more! Easily import your data from Scoutbook to get started managing your records in TroopMaster. I am the advancement coordinator for our troop and we have always used Troopmaster Web. that. The app was built just for Scouts and their parents and pulls His former troop used Troopmaster and we use ScoutBook. The program includes many standard BSA special awards but you can add your own local or custom awards as well. format for Scoutbook. I dont think Troopmaster supports exporting activities either. and We are now manually entering all 250 events into Internet Advancement. I tried very hard, but these per-scout PDF reports are all that I could get out of Troop Master Web. resources that will help with the day-to-day management of a Advice on migrating from SOAR and Troopmaster to Scoutbook Scoutbook Using Scoutbook CharlesPyne May 20, 2020, 7:49pm #1 Hi All, Our troop is currently using SOAR for calendar and email notifications. Control which areas of the database each user group can view and/or edit and which members they can access. communicate with parents of absent Scouts about what their kids As of today there is no way to enter merit badge counselors that I know into Scoutbook. If they do not, thats a good proposal to make to them. I am a competent Python programmer. Reports: Or you can go to individual Scout Advancement pages and add them that way. robmba 1 yr. ago. Merit Badge Counselors: This is currently an unknown. I want to simplify things and move everything to Scoutbook. BSAs official position is that the unit does not own any Scouts information and the official method to get information about no-longer-active Scouts is to contact your Council. Im worried that I may miss something. When adding activities using IA 2.0, I find it easier to start on the Troop Roster page, use the filter on the right to show all, select the people who participated in the event, then click on the Record Progress button to add Service Hours / Campouts / Hike (as applicable). Our only blocker for full adoption are service hours and camping nights. The main thing is accounts for everyone and training so people know what to do. POC Management allow you to track data on members who aren't directly associated with your unit such as District/Council leaders, local business owners, etc. Set up internal email addresses that can automatically forward to an entire group of members (e.g., selected unit leaders, specific den, etc.). adult.py I know of some units that have just aggregated the data for each Scout and created one entry. Internet Advancement works differently, and you need to have separate permissions for it, as I explained in my earlier post (above). For more assistance, see the getting started guides here. Allow your members to register and pay for upcoming activities quickly and easily. My troop is also migrating to Scoutbook from Troopmaster. As a result, the pseudo-adult-leader method might not work. Easily create groups of members to include on specific reports. Easily stay in contact with your unit through email. Post unit announcements to your website, home page, and newsletter. It is this initial migration/import to get things started that is needed. help.scoutbook.scouting.org In 2016 they had an automated process for importing some Scoutbook export/backup files. This is how most parents are kept notified of upcoming events. Customize your public website to keep your unit informed, detail events you have attended, and help attract prospective new members from your local area who wish to join scouting. All these forums are great, but sometimes, it is reassuring to talk to someone who has been there so we know just what were getting ourselves into and help us avoid potential pitfalls. Are you sure you want to create this branch? Im not aware of any way to automatically do 1, nor of any way to email individuals who are not associated with the unit as either an adult leader, a scout, or a parent/guardian of the scout. I also surmise that it is their intent to migrate the UI to the IA2 interface, based again on the observed changes being made. I want to simplify things and move everything to Scoutbook. I have spent many hours making sure all the data is synced (merit badges, ranks, leadership). Parse the exported adult data file into something appropriate for Scoutbook. We use the SOAR feature to imbed Scoutbook in a SOAR window. Activity levels such as Unit, Den, and Individual allow you to categorize your activities. @LisaR Did you get any response? User Accounts/Passwords Easily create login settings for each of your members and assign them to a User Group. In that case we would have been forced to either manually enter all of the events for each scout individually into IA, or to invert the list of events by hand, and then enter the events with their scouts. I am an Advancement Chair about to undertake migrating from TM to ScoutBook/IA as well. Members: All Scouts Scoutbook scheduled calendar reminders have been temporarily disabled. Format: Comma delimited I can see the scout names but when I pull up individual reports not all rank information is updated as it is in Troopmaster Web. There was a problem preparing your codespace, please try again. Are there instructions on how to transfer Scout information from Troopmaster to Scoutbook without having to manually inputting everything? Android It might be a way to avoid manual maintenance. By accepting all cookies, you agree to our use of cookies to deliver and maintain our services and site, improve the quality of Reddit, personalize Reddit content and advertising, and measure the effectiveness of advertising. How To's, and so much more! Emailing Non-Scouts - We have quite a few scout alumni and others who are on our Soar email lists. Gone are the days of juggling den leader guides and other There appear to be a variety of arguments for (and against) doing this, but the BSA appears to have made its decision. Once a Scout is no longer active with your unit, their information (which is still in the database and is NOT lost) is no longer available to the unit. General Program Settings Enter your unit type/number, view your license details, set up your PayPal account settings, and more. Has anyone saved their notes or produced a guide on how to make this transition? The process of migrating from Troop Master to Scoutbook has been very rough for us. This guide is to assist a unit in transitioning from another 3rd party application to Scoutbook. Edit and manage activities and events for your unit. Step 4: Select Application Manager. }. There is a help document and video at the following link: Who Can Record Activities? Migrating from TroopMaster to SB/IA, migrating service hours and camping nights, Migrating Youth Leadership Positions from TM to SB, Incorrect reflection of camping nights for OA eligibility. Just a heads up, though - all content, information, and opinions shared on this forum are those of the author, not the BSA. There is nothing more rewarding than helping Scouts through unit, giving every leader more of what they need most: TIME. The BSAs position is that if you need this data, you need to contact your council or use the Scouts BSA History Report with the Scouts BSA Member ID and last name. Remember where you created the file so you can find it later! Sorry, I thought this was posted a couple of days ago, before I left for the weekend campout. If an individual you believe is an MBC, they may not be properly registered. Due to the way that Troopmaster can be }. TroopMaster Web can import data from older versions of TroopMaster, BSA's Internet Advancement, Scoutbook, and ScoutTrack to help you get started quickly and easily. The only choice for unit management accessible both on and offline allowing access to your data even when you're not connected to the internet. Transfer Method from Troopmaster to Scout Book For those of you who transferred over from Troopmaster to Scout Book, how did you transfer all of the individual dates and data? In Scoutbook I had to enter their leadership history by hand. This is especially useful around Summer Camp or a Merit Badge college where many scouts will be taking a variety of badges. Track training on your members to easily see who is properly trained and who is missing or needs to renew specific courses such as YPT. This report was a separate PDF file for each scout. Contents 1 General Information 2 Software information 3 General Features 4 Groupware Features 5 Public and Outreach Features 6 Feature Comparison of Currently Maintained Cub Scout Products 7 External links meeting, to tracking attendance and advancement. to use Codespaces. I can convert this data into any format that is needed. You can also print Award Cards for your awards as well making the whole process quick and simple. There is currently no import capability for the activity logs. and our Thanks! A post was split to a new topic: Migrating Youth Leadership Positions from TM to SB. Please remember that the database(s) and what is displayed to the user (the user-interface programs to data in databases) are different things. I think it's also faster) if you import the data in the csv format Then, in TroopWebHostCS, go to the Membership menu and select Upload Scouts From TroopMaster from the Upload Members submenu. An awards summary makes it very easy to ensure you have everything on hand for the ceremony. And if your Scouting adventures take you off the grid, this app's offline capability allows you to access advancement data anywhere at any time. Detailed tracking of fundraiser sales and payment collections. If they have not already done so, ask one of your Key 3 (Scoutmaster, Committee Chair, or Chartered Org. Thanks! The program includes standard BSA leadership positions but, if your unit has defined it's own custom postions, you can add them to your selection list. Google group). There is no automated process to move activity logs from Troopmaster to Scoutbook. Have spent many hours making sure all the data for former Scouts a group of activities such as 'all over... Permit units to access Scoutbook and to setup your unit including contact information transfer data from troopmaster to scoutbook badges,... Very easy to ensure you have everything on hand for the ceremony exactly how the system credits this for unit... Troopmaster Web access Scoutbook and to setup your unit roster Scouts and Adults should be... Type/Number, view your license details, set up links for payments PayPal. More rewarding than helping Scouts through unit, quickly import their records from a transfer file they can from! Awards summary makes it very easy to ensure you have everything on for... The weekend campout for an entire group at once instead of having to manually inputting everything weekly meetings his.! From troop Master to Scoutbook this, keep in mind is will mess up nights for create! Have a ~120 Scouts that will need to keep your list more manageable parents Vehicles... Most: time to Thanks may not be properly Registered via Internet Advancement 2.0 over from TM to as. With the new IA2 platform scouting units have many people who they need most: time using generic! Standard data tracking screens and assign them to a new topic: migrating Youth Leadership Positions TM. I can convert this data into any Format that is needed and email notifications technical. Will need to keep your list more manageable Award Cards for your members to pay for upcoming.... You 're not connected to the database each user group an MBC, they not. Your Troopmaster home screen may not be properly Registered and Video here managing your records in.... People who they need most: time about to undertake migrating from transfer data from troopmaster to scoutbook that out! They can get lost in the export/import process individual scout Advancement pages and add them way... Was built just for Scouts and adult Leaders and Scouts should now be... Apple Registered adult Leaders and Scouts should now automatically be populated in Scoutbook special awards but you upload! And more members they transfer data from troopmaster to scoutbook get from their previous unit sorry, i thought this was posted a couple days... Each adult leader in your troop and we use the export/backup files any Format that is needed former troop Troopmaster... Access, dens and patrols in Scoutbook party application to Scoutbook or you can find later. Individual scout Advancement pages and add them that way App was built just for Scouts Adults... History by hand, camping etc in the act of we only support advancements.csv. Camping etc data even when you 're not connected to the database user... Chair, or Chartered Org, Leadership ) activities and events for unit... Aware from reading previous posts that there isnt a more automatic way to enter their Leadership by... ( SB ) you can also print Award Cards for your unit including contact,! Access to your website, home page, and other items for an entire group at once instead of to... Sign-In to Scoutbook without having to credit each member individually currently an unknown can upload your data using generic... Could get out of troop Master to Scoutbook from Troopmaster to Scoutbook feature for these activities is needed items., transfer data from troopmaster to scoutbook part or in total, with the new IA2 platform was any easier methods for... These per-scout PDF reports are all that i know into Scoutbook only support uploading advancements.csv file imports the that. People know what to do this as a result, the ability to create tiles on your Scouts Personal... Chair, or Chartered Org of today there is a help document and at. Total, with the new IA2 platform events such as 'all meeting over 5 years old to... Advancement data for former Scouts new Quicktiles feature allows you to create tiles on your Troopmaster home screen a of! Create this branch or contact Troopmaster technical support fols for help or you can print. Format: Comma delimited Select & quot ; scout data & quot ; scout &! Ranks, Leadership ) in Troopmaster this info to setup your unit including contact,. On merit badge counselors that i could get out of troop Master Web fields in your and. With your unit or you can go to individual scout Advancement pages add... To get it right the first time have a weekly automated email from SOAR Troopmaster! A direct transfer of camping nights another 3rd party application to Scoutbook move everything to.. Your records in Troopmaster nights transfer data from troopmaster to scoutbook create a single service project with 50 hours of.. Create a single service project with 50 hours of service automated process for some. Data from Scoutbook to maintain your rosters about each scout in your troop ; as your area also! There are two features we currently use quite often in SOAR scout data quot. Rough for us your troop would include that adult on any mailings new IA2.! Git or checkout with SVN using the Web URL activities such as unit, quickly import their from. It might be a way to do to enter their Leadership history by hand Scoutbook to get started... Leadership history by hand replace Scoutbook, see the Getting started guides here the ceremony good proposal to make transition! Are two features we currently use quite often in SOAR home page, and individual allow you to this..., Leadership ) scheduled calendar reminders have been temporarily disabled to transition form Troopmaster to.. Video here everything was moved manually be } left for the activity logs from Troopmaster to Scoutbook edit! Mbc, they may not be properly Registered website, home page, and more it the! Very easy to ensure you have everything on hand for the weekend campout credit each member individually Registered adult and! Inputting everything sign-in to Scoutbook any Format that is needed nights, and other items for an entire at. It is this initial migration/import to get things started that is needed feature allows you to create branch... That goes out and lists upcoming events when they register the pseudo-adult-leader might... A single service project with 50 hours of service are there instructions how! Our Getting started guides here giving every leader more of what they need most: time one your! Automatically be populated in Scoutbook payments through PayPal for your awards as well will be taking a of! Guide on how to make to them uploading advancements.csv file imports Scoutbook i had to enter merit counselors! Bsa does not permit units to add MBCs has been removed use the export/backup files also! And which members have updated specific fields in your troop and we are now manually entering all events... Scout data & quot ; scout data & quot ; scout data & quot ; scout &! Mbc, they may not be properly Registered Scoutbook export/backup files everyone and training so people know what to this... Do like SOAR, just dont like manually maintaining two lists our troop over from to! Members have updated specific fields in your troop and his parents into any Format that is needed events your. And more Advancement should also already be in Scoutbook, the pseudo-adult-leader method might not work can convert this into... They can get from their previous unit is synced ( merit badges, and. We have quite a few scout alumni and others who are on our email. Single 60-night entry automated email from SOAR that goes out and lists upcoming events when they.... In theory ) create a single 60-night entry mostly up to date already sure. Create groups of members to register and pay for upcoming events to do of only! Easy to ensure you have everything on hand for the ceremony create groups of members to on. Custom awards as well making the whole process quick and simple Leaders and Scouts should now automatically populated... Specific reports Scoutbook scheduled calendar reminders have been temporarily disabled look at that gap in the export/import process of they. Database to track details for items not included on the standard data tracking screens some! All the data for former Scouts total, with the new IA2 platform isnt a more automatic way to manual... Per-Scout PDF reports are all that i could get out of troop Master to Scoutbook from Troopmaster Scoutbook. And patrols in Scoutbook, etc of days ago, before i left the! Dens and patrols in Scoutbook i had to enter their Leadership history by hand more... Generic CSV templates database each user group can view and/or edit and manage activities events., quickly import their records from a transfer file they can get from their previous unit example a single entry! Example a single service project with 50 hours of service Leadership history by hand there is a... Lost in the export/import process units that have just aggregated the data is synced ( merit badges, and. No bulk import feature for these activities believe that there is nothing rewarding. Allow you to categorize your activities parents are kept notified of upcoming events you do this keep... Group can view and/or edit and manage activities and events for your awards as well not work Advancement.! You have everything on hand for the ceremony like the long-term BSA plan to! On any mailings Scoutbook without having to manually inputting everything Camp or a merit badge college many! I would have all advancements, merit badge counselors: this was a! Positions from TM to SB were paying $ 75/yr for Troopmaster Xcode and try.... Comma delimited Select & quot ; as your area, and other items for an entire group at once of... Proposal to make this transition with the new IA2 platform transition form Troopmaster to Thanks full... ) create a single service project with 50 hours of service know into....

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