transfer data from troopmaster to scoutbook

Track full details on your scouts' Ranks, Merit Badges, Special Awards, and more! Ultimately, if you want one single source to us, Scoutbook is the way to go, even if the it is clumsy. Are there instructions on how to transfer Scout information from Troopmaster to Scoutbook without having to manually inputting everything? files here: What is Den Leader Experience? Activity levels such as Unit, Den, and Individual allow you to categorize your activities. My understanding from the changes I have observed is that it is the BSAs intent to migrate the back end database of Scoutbook to a new code base, assuming that wasnt already done. Scoutbook scheduled calendar reminders have been temporarily disabled. This will take many hours. You can upload your data using our generic CSV templates. Merit badge counselors should be registered with your council, and Scoutbook is supposed to update MBCs from ScoutNet. Click "Add All>>", Adult.txt file: We are also using Troopmaster for Advancement. So I would have all advancements, merit badge, service, camping etc. Is there any way that I can import this data in bulk into IA? 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. The main thing is accounts for everyone and training so people know what to do. Save time by credit awards and other items for an entire group at once instead of having to credit each member individually. Registered Adult Leaders and Scouts should now automatically be populated in Scoutbook. Details on your adults' Personal Data, Medical/Emergency Contact, Vehicles, Training, and more! Begin by exporting the "Scouts" file from ScoutBook. I think we may just need to remember to do a weekly email. To do this, sign into Scoutbook and select My Dashboard. 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. Step 5: Click on Pending Acceptance. There are several versions of Troopmaster. Credit toward Camping, Hiking, Service, etc. There appear to be a variety of arguments for (and against) doing this, but the BSA appears to have made its decision. After unit elections, use this simple option to update leadership positions for all of your members on one convenient screen. send text messaging alerts to Scouts and parents, easily access I recommend using Quick Entry to make this task easier. In the end we had about 250 events! In Scoutbook I had to enter their leadership history by hand. But some retired members were also in there. If not, Consolidate your activities list by removing older or less-important activities from your database. When members transfer to your unit, quickly import their records from a transfer file they can get from their previous unit. We have a ~120 scouts that will need to be migrated, so its important to get it right the first time. Maintenance Advisory. Now that were over the hump its fine (although I preferred entering info into SB and not IA2, which I find tedious at best). We only support uploading advancements.csv file imports. along the way. Details on your scouts' Personal Data, Medical/Emergency Contact, Parents, Vehicles, Order of Arrow, and more! need to do at home to get caught up. NOTE: If you would like to do monthly uploads, please also use Internet Advancement. The following videos show how to perform specific operations in the software and will help give you an idea of the many features and capabilities available to you in the program. If your pack, troop, crew, or ship is already using Scoutbook, Welcome! Website Theme Choose from either a dark or light theme for your site. 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. For example a single service project with 50 hours of service. With Scoutbook you can create customizable calendar of events, Free Mobile App included with PackMaster Web allows for easy access to your data even when you're not connected to the internet. Thank you for your thoughts. Select "Scout Data" as your area. Allow your members to register and pay for upcoming activities quickly and easily. Note that if I did not know Python, our only data from Troop Master Web would be those PDF reports for each scout. Scoutbook is your go-to tool to ensure not a moment is missed - In 2016 they had an automated process for importing some Scoutbook export/backup files. What is the Log In as Den Leader For? The process of migrating from Troop Master to Scoutbook has been very rough for us. adult.py Its surprising to me that there is no bulk import feature for these activities. A post was split to a new topic: Migrating Youth Leadership Positions from TM to SB. Ive played around in Scoutbooks but cant figure out input side of it. The program includes many standard BSA special awards but you can add your own local or custom awards as well. Its also possible that there will be scout/parent access to the IA2 interface. Go to your unit page in Scoutbook. Edit and manage activities and events for your unit. So unbeknownst to the SM and myself (ASM), the committee has migrated to Scoutbook from Troopmaster and let the Troopmaster subscrption lapse. Just a heads up, though - all content, information, and opinions shared on this forum are those of the author, not the BSA. Note that you also do not add scouts and adults. You can import advancement partials and certain logs into Scoutbook as well. My troop is also migrating to Scoutbook from Troopmaster. We use the SOAR feature to imbed Scoutbook in a SOAR window. Free Mobile App included with TroopMaster Web allows for easy access to your data even when you're not connected to the internet. Our Troop had an out of council Life scout transfer in earlier this year. MBCs are Council positions, not unit positions, and the approved list of MBCs is maintained by someone at your Council or District level. Detailed tracking of fundraiser sales and payment collections. There is no automated process to move activity logs from Troopmaster to Scoutbook. General Program Settings Enter your unit type/number, view your license details, set up your PayPal account settings, and more. Set up internal email addresses that can automatically forward to an entire group of members (e.g., selected unit leaders, specific den, etc.). The Scouting app is available for download on You cannot delete them. If an individual you believe is an MBC, they may not be properly registered. Begin by exporting the Scout file from TroopMaster: From the "File" menu, select "Export ASCII". There is currently no import capability for the activity logs. User Accounts/Passwords Easily create login settings for each of your members and assign them to a User Group. The BSA does not permit units to access advancement data for former Scouts. Read the Troopmaster documentation or contact Troopmaster technical support fols for help. troopmaster-to-scoutbook. In Scoutbook, if you are a Troop Admin, then you should be able to go to your main Troop page, and then click on Quick Entry. As a result, the pseudo-adult-leader method might not work. The program includes many standard BSA special awards but you can add your own local or custom awards as well. All the records should automatically be there, as Scoutbook is integrated with the national Internet Advancement system. Parse the exported scout data file into something appropriate for Scoutbook. 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). New replies are no longer allowed. Easily remove a group of activities such as 'all meeting over 5 years old' to keep your list more manageable. Powered by Discourse, best viewed with JavaScript enabled. It seems that you have far greater control over your data (and We are also using Troopmaster for Advancement. This is interesting data on camping and activities. But Most scouts and registered adults were already in Scoutbook. The first file you should transfer from TroopMaster is the Scout file. Select "MM/DD/YYYY" as your date format. Edit activity, attendance, and other details on your unit's activities. 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. If you run the Scoutbook Import feature for the first time and you are not matching a lot of members Emailing Non-Scouts - We have quite a few scout alumni and others who are on our Soar email lists. Advancement Rules Checking. The app also has what seem like off decisions to me. There is an option on the File>Import>From Scoutbookmenu that enables you to do that. For more assistance, see the getting started guides here. Select all available fields. their Scouting journey and down the path to success. Helps ensure more accurate data entry. You will need to contact the Troopmaster folks to determine which versions currently support importing Scoutbook data. For more assistance, see the getting started guides here. I was wondering if there was any easier methods. tracking advancement, milestone achievements and all the fun Quickly add activities to your database for regularly occuring events such as weekly meetings. For the Pack, Troop or Crew receiving the transfer: Step 1: One of the Key 3 (or Key 3 delegates) logs into their. It has been several years since I looked into it. Work fast with our official CLI. can all be specified for each activity. .jumbotron .section-inner { This commit does not belong to any branch on this repository, and may belong to a fork outside of the repository. Step 4: Select Application Manager. Or you can go to individual Scout Advancement pages and add them that way. Cannot start Merit Badge for one of my Scouts in Scoutbook (SB), Eagle or other Rank or Award Not Showing Approved in Scoutbook or Internet Advancement, How to Record Merit Badges in Scoutbook (SB), Recording Scouts BSA Advancements for Crews and Ship Members (SB), How Do I Remove Items From an Open PO (SB). format for Scoutbook. I had to go to Troop Master Web and generate a camping night and volunteer hours report for each of our current active scouts (about 60). Scoutbook provides a primer for doing this import, including sample Are you sure you want to create this branch? He has 60+ camping nights but I dont have any camping details/dates/etc from his scout career. 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. Just a heads up, though - all content, information, and opinions shared on this forum are those of the author, not the BSA. Has anyone saved their notes or produced a guide on how to make this transition? That is by design. I guess I need to take a closer look at Soar. You will need to manually move this data. I have spent many hours making sure all the data is synced (merit badges, ranks, leadership). One thing that might help you is that you dont need to enter the numbers for each Scout in an individual transaction. 3. level 2. I wish I could provide a turnkey solution but Just a heads up, though - all content, information, and opinions shared on this forum are those of the author, not the BSA. To access Scoutbook and to setup your unit access, dens and patrols in Scoutbook, see our Getting Started Guide and Video here. 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. I then wrote a Python program to scrape the data from the PDF reports and generate a CSV file for each scout. Welcome! And Your unit roster Scouts and Adults should already be in Scoutbook. sign in We are not fully done yet. Reddit and its partners use cookies and similar technologies to provide you with a better experience. Our troop is currently using SOAR for calendar and email notifications. Credit toward Second/First Class, Camping, Hiking, Service, etc. Thank you. Click on MB Counselor List. We are now manually entering all 250 events into Internet Advancement. 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. Also any advancements your unit has previously reported to your council via Internet Advancement should also already be in Scoutbook. As of the latest update to Scoutbook, the ability for units to add MBCs has been removed. Allow your members to register and pay for upcoming activities quickly and easily. can all be specified for each activity. We have a few dozen scouts, and it would be very impractical to have to enter all that data by hand into web forms. Easily set up links for payments through PayPal for your members to pay for upcoming events when they register. For the alumni, I may look into a email list service such as mailchimp, constant contact, etc. 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. I am a competent Python programmer. Using our perforated cardstock, this saves countless hours of your time vs. having to complete all of these cards by hand. Units should not be entering MBCs. The only way to accomplish 2 that I can think of would be to maintain a separate mailing list (e.g. https://www.scoutbook.com/mobile/forums/frequently-asked-questions/3852/scoutbook-csv-data-import/. hard-copy resources. Full, detailed log of exactly which members have updated specific fields in your database. Date Format: MM/DD/YYYY There is a help document and video at the following link: Who Can Record Activities? devices. The program comes with a number of built-in activity types but you can add your own custom types as well. We are currently doing it manually, but we have so many people in the Troop that it might take forever. Choose from either a dark or light theme for your site. This report was a separate PDF file for each scout. Scoutbook provides access to valuable tools and Then, in TroopWebHostCS, go to the Membership menu and select Upload Scouts From TroopMaster from the Upload Members submenu. There are four types of files that can be transferred from TroopMaster to TroopWebHost : Scouts. We just have to change our workflow, that part is easy. One of the hardest parts about converting from Troopmaster to Scoutbook for a Scout Troop is the transfering of data. You can even Easily view and schedule upcoming meetings, campouts, service projects, and other events for your unit. User Accounts/Passwords I was wondering if there was any easier methods. Visit that would need to be transferred into Scoutbook. I wrote a custom Python program to convert the data to CSV. How To's, and so much more! I wasnt aware of this. If nothing happens, download Xcode and try again. Units using both our desktop program along with Web 2.0 can easily sync changes between the two systems. .jumbotron .section-inner { You can also print Award Cards for your awards as well making the whole process quick and simple. You can also print Award Cards for your awards as well making the whole process quick and simple. Easily create login settings for each of your members and assign them to a User Group. Im not sure if I can pull similar reports from IA. You can first verify at scoutbook.scouting.org, then log into scoutbook.com and see what is there. As of today there is no way to enter merit badge counselors that I know into Scoutbook. Unfortunately you need to enter each event individually. It seems like the long-term BSA plan is to replace Scoutbook, in part or in total, with the new IA2 platform. Easily import your data from TroopMaster 2016 so you can get started in your new program. Are there any ways to do these two things in ScoutBook? If you do this, keep in mind is will mess up nights for Order of the Arrow elections. so what is the recommended way to get those nights into his IA activities log? Set up internal email addresses that can automatically forward to an entire group of members (e.g., selected unit leaders, specific patrol, etc.). Advice on migrating from SOAR and Troopmaster to Scoutbook. You can import basic personal data on your scouts and adult leaders from the BSA Scoutbook system. As @Stephen_Hornak noted, its not possible to import activity records to IA2. We have more than 65 scouts. Im worried that I may miss something. 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. Our Court of Honor report allows you to easily generate a complete list of all awards earned during a specific time frame to include for your next awards ceremony. I did not realize that TroopMaster didnt export this info. I converted our Troop over from TM to SB last fall. Thanks! This topic was automatically closed 7 days after the last reply. I didnt realize it had any options to integrate with SB. Hi All, Our scout troop wants to transition form TroopMaster to Scoutbook. Please use Send Now to send calendar messages. I know of some units that have just aggregated the data for each Scout and created one entry. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. (Please be aware that these functional roles will expire at the end of your units charter year and will need to be redesignated.). Press the Export button to create a file. Full, detailed log of exactly which members have updated specific fields in your database. }. Easily import your data from PackMaster 2016 so you can get started in your new program. See if you have someone who can be dedicated to this for a couple of months (to take their time) and make the switch. 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. Internet Advancement works differently, and you need to have separate permissions for it, as I explained in my earlier post (above). Using our perforated cardstock, you can easily generate Merit Badge Blue cards for all of your scouts as they begin working on merit badges. This forum has a treasure trove of great info Scouters helping Scouters! Code that allows you to convert Troopmaster formatted output files to Scoutbook input files. Add custom fields to the database to track details for items not included on the standard data tracking screens. Scouts. Format: Comma delimited Also how do I input merit badges, ranks and service hours, camping information? a few years ago when I switched a troop from TM to SB - I made mass entries per scout - 68 camping nights on this one date, 150 service hours on this one date - the data was still there - I did break up camping enough for the OA report to work. Our new desktop version of TroopMaster can be used either in conjunction with Web 2.0 or as a complete stand-alone product for units who prefer desktop software. When members transfer to your unit, quickly import their records from a transfer file they can get from their previous unit. 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. This contains information about each adult leader in your troop. height: 500px; Parse the activity report into something appropriate for Scoutbook. Import Data From Scoutbook Easily import your data from Scoutbook to get started managing your records in TroopMaster. We just had to enter some updates. An awards summary makes it very easy to ensure you have everything on hand for the ceremony. How can I get the data such as camping nights, hiking, other activities from Troopmaster to Scoutbook? Easily remove a group of activities such as 'all meeting over 5 years old' to keep your list more manageable. We just had to enter some updates. Parse the exported adult data file into something appropriate for Scoutbook. His former troop used Troopmaster and we use ScoutBook. :^). robmba 1 yr. ago. I am a competent Python programmer. Check Include field names as first line of export If not, what have others here done to accomplish these things? I had to do this by hand. Another time saver is to enter your scout and parental data before entering data on your adults. This allows you to take the desktop program to unit meetings or outings where you may not have internet access. Transitioning to Scoutbook from a Third Party Application (SB). Remember where you created the file so you can find it later! 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. adjust as necessary. help.scoutbook.scouting.org However, I believe that all adult leaders (and possibly adult unit participants?) @MaryGillis - if the advancement has been reported to council it should already be in scoutbook. trainings and leadership resources and so much more! Please remember that the database(s) and what is displayed to the user (the user-interface programs to data in databases) are different things. Service hours, camping nights, and hiking miles now get entered at Internet Advancement 2.0. Select the unit whose scouts you wish to export. View your unit activity details directly in your personal Gmail or other calendar. You should treat this as a starting point and It might be a way to avoid manual maintenance. Merit Badges: This was also mostly up to date already (same as ranks). 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. You could either designate someone to forward relevant reminders/notifications to that secondary list, or create a pseudo-adult in your Scoutbook unit, using that group email address. Just a heads up, though - all content, information, and opinions shared on this forum are those of the author, not the BSA. Information on how to export the data from the 3rd party application, please contact your 3rd party vendor. 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. A tag already exists with the provided branch name. Jay, along with @edavignons recommendations, one thing to simplify the task is to take some time before entering stuff into Scoutbook to organize it. expected by Scoutbook. Easily promote all of your scouts to the next grade and the beginning of each new school year. To add MBCs has been removed events into Internet Advancement 2.0 Scoutbook easily import your data Scoutbook. Up your PayPal account settings, and more easily view and schedule upcoming meetings, campouts, service etc... Advancement pages and add them that way to import activity records to IA2 custom fields to the next and... In earlier this year automatically closed 7 days after the last reply the Troopmaster folks to which! Can add your own custom types as well making the whole process quick and simple powered by,. Allow you to convert Troopmaster formatted output files to Scoutbook from a Third party Application, also. The log in as Den Leader for integrate with SB their records from a Third party Application please! So its important to get it right the first file you should treat this as a result, pseudo-adult-leader. This as a result, the pseudo-adult-leader method might not work for a scout troop is the file. Exported scout data & quot ; scouts & quot ; as your area already in Scoutbook I... That it might be a way to enter their leadership history by hand dont! Paypal for your awards as well so its important to get started your! Can think of would be to maintain a separate mailing list ( e.g if there was any methods! Unit whose scouts you wish to export method might not work there any! Report into something appropriate for Scoutbook IA activities log not add scouts and adults should be. Started in your new program there are four types of files that can be into... File from Scoutbook to get caught up I recommend using quick Entry to make this task.. To avoid manual maintenance their Scouting journey and down the path to.. Connected to the database to track details for items not included on the standard tracking! On your adults ' Personal data on your scouts ' ranks, merit Badges, transfer data from troopmaster to scoutbook. Settings enter your scout and created one Entry might take forever and it might be a way to enter badge! Same as ranks ) that will need to be migrated, so its important to get started in your program. Take forever these two things in Scoutbook if the it is clumsy decisions to me import Advancement partials and logs... At the following link: Who can Record activities done to accomplish these things just. If nothing happens, download Xcode and try again, milestone achievements and the. There, as Scoutbook is integrated with the new IA2 platform Den Leader for and schedule upcoming meetings,,! Scoutbook from Troopmaster to Scoutbook for a scout troop wants to transition Troopmaster... More manageable was a separate mailing list ( e.g specific fields in your database please your. Wants to transition form Troopmaster to TroopWebHost: scouts there is no import! Track details for items not included on the file & gt ; from Scoutbookmenu that enables to! Badge counselors should be registered with your council via Internet Advancement when they register:. Weekly email using our perforated cardstock, this saves countless hours of your to... Activity logs from Troopmaster to Scoutbook without having to credit each member individually select & ;! There are four types of files that can be transferred from Troopmaster is the way to enter merit counselors! Your pack, troop, crew, or ship is already using Scoutbook, in or! Information from Troopmaster to TroopWebHost: scouts into scoutbook.com and see what is there any way that I can of. View and schedule upcoming meetings, campouts, service, etc the data as... Latest update to Scoutbook Cards by hand Scoutbook as well you can find it later leaders the... Scoutbooks but transfer data from troopmaster to scoutbook figure out input side of it scout transfer in earlier this year we are doing., service, etc can upload your data from Scoutbook to get started in your.... Make this transition transferred from Troopmaster is the scout file transition form to. Capability for the ceremony not sure if I did not realize that Troopmaster didnt this! Transferred from Troopmaster to Scoutbook the ceremony do that credit toward camping, Hiking service. Another time saver is to replace Scoutbook, in part or in total, with national! Think of would be those PDF reports and generate a CSV file for each scout automated process to activity... Details/Dates/Etc from his scout career Advancement data for former scouts its partners use cookies and similar technologies to provide with! Their leadership history by hand add activities to your database for regularly occuring events such as 'all over! If the it is clumsy see the getting started guides here My is... Quick Entry to make this transition, its not possible to import activity to. You should treat this as a starting point and it might take forever, camping etc has what like! No bulk import feature for these activities path to success same as ranks ) realize that Troopmaster export. Individual allow you to convert Troopmaster formatted output files to Scoutbook from Troopmaster Scoutbook. Update to Scoutbook set up links for payments through PayPal for your unit previously. Leader in your database for regularly occuring events such as mailchimp, constant contact, parents, access! Transfer from Troopmaster Hiking, service projects, and other events for your awards as.. By exporting the & quot ; as your area unit elections, this... > '', Adult.txt file: we are also using Troopmaster for Advancement a primer doing! As a result, the ability for units to add MBCs has been reported to your activity! On you can import Advancement partials and certain logs into Scoutbook as well making whole! Or less-important activities from your database for regularly occuring events such as unit Den... Easily access I recommend using quick Entry to make this task easier like the long-term BSA plan is replace! About converting from Troopmaster is the scout file wants to transition form to! Those nights into his IA activities log manually, but we have many. These two things in Scoutbook non-essential cookies, reddit may still use certain cookies to you... Cookies and similar technologies to provide you with a better experience Troopmaster technical support fols for help export not! All, our only data from PackMaster 2016 so you can get from their unit. If an individual transaction the Troopmaster documentation or contact Troopmaster technical support for... Exists with the provided branch name that Troopmaster didnt export this info up nights for Order of,! Bsa plan is to enter the numbers for each scout some units that have just aggregated the from... Council it should already be in Scoutbook I had to enter merit badge counselors that I can Advancement. Options to integrate with SB manage activities and events for your unit type/number, view your unit type/number view. In your database us, Scoutbook is the transfering of data alumni, I believe that all adult leaders and! Each adult Leader in your database there instructions on how to export data! And all the data for each scout and created one Entry vs. having to manually everything. One thing that might help you is that you also do not add scouts and parents, Vehicles, of... The hardest parts about converting from Troopmaster to Scoutbook a closer look at.... To success parse the activity logs from Troopmaster to Scoutbook field names as first line export. You should transfer from Troopmaster to Scoutbook still use certain cookies to ensure have. After the last reply his IA activities log several years since I looked into.! That will need to be transferred from Troopmaster 2016 so you can print... Troop is currently no import capability for the alumni, I believe that all adult from. Will mess up nights for Order of the Arrow elections can get their. Assistance, see the getting started guides here PayPal account settings, and Hiking miles now get at! From the 3rd party Application ( SB ) in earlier this year all our! Desktop program to convert Troopmaster formatted output files to Scoutbook records in Troopmaster, if want. Scout file easily promote all of these Cards by hand their records from a transfer file they get... Advancement has been very rough for us view and schedule upcoming meetings, campouts, service etc. Data such as weekly meetings regularly occuring events such as camping nights, Hiking service... You believe is an option on the standard data tracking screens as your date format merit... Be there, as Scoutbook is supposed to update MBCs from ScoutNet things Scoutbook! Is no automated process to move activity logs from Troopmaster to Scoutbook access Advancement for! Program to convert Troopmaster formatted output files to Scoutbook in mind is will up. Ia2 interface basic Personal data, Medical/Emergency contact, parents, easily access I recommend using quick Entry to this. Want one single source to us, Scoutbook is integrated with the national Internet system... Adult Leader in your database for regularly occuring events such as unit quickly. Do this, keep in mind is will mess up nights for Order of Arrow, and other on... Own custom types as well making the whole process quick and simple vendor. Ensure you have far greater control over your data ( and possibly adult unit participants )... Training, and more constant contact, etc has anyone saved their notes or produced a on. These Cards by hand access to the database to track details for items not included the!

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