The Roster Import File should be a comma delimited file that includes quotes (") around text fields. An example Microsoft Excel file can be downloaded at https://soarol.com/RosterImport-V2-Examples.xlsx
The format description below contains field "sections" for easier understanding of the format.
The file should contain the following columns.
- Scout Fields
- Field: Last Name
- Field: Suffix
- Field: First Name
- Field: Middle
- Field: Nickname
- Field: BSA ID
- Field: Den/Patrol Name - i.e. "Den 9" or "Cobra". If this Den/Patrol does not exist, it will be created during the import process
- Field: Rank
- Field: UserID (optional) - the user login id for the scout. If left blank, a UserID will automatically be created.
- Field: Email Address (optional)
- Field: Cell phone (optional)
- Primary Parent Fields
- Field: Last Name
- Field: Suffix
- Field: First Name
- Field: Middle
- Field: Nickname
- Field: BSA ID
- Field: UserID (optional) - Should not be left blank for parents with multiple children - see below.
- Field: Email Address
- Field: Street Address
- Field: City
- Field: State
- Field: Zip
- Field: Home Phone
- Field: Work Phone
- Field: Cell Phone
- Alternate Parent Fields (optional)
- Field: Last Name
- Field: Suffix
- Field: First Name
- Field: Middle
- Field: Nickname
- Field: BSA ID
- Field: UserID (optional) - Should not be left blank for parents with multiple children - see below.
- Field: Email Address
- Field: Street Address
- Field: City
- Field: State
- Field: Zip
- Field: Home Phone
- Field: Work Phone
- Field: Cell Phone
A couple of notes for handling special situations
- If you have an adult member of the unit that does not have any children, leave the Scout fields blank and only fill in the Primary Parent fields
- If a parent has multiple children you should type all the parents information into the first Scouts record, including UserIDs for both parents. On the second child, just fill in the same UserID fields for Primary & Alternate parents - leave the rest of the parent information blank. This will make sure multiple parent records are not created.
