Please follow these instructions to prepare your data BEFORE exporting it from TM and PM.
1. First start your 30 day trial for your unit on Scoutbook
2. Setup Pack or Troop
After you start your trial, be sure to set up your unit by clicking the Edit Troop or Edit Pack links. If you see a yellow warning flag on your unit page that means your unit is not setup.
3. Prepare your export files
Scoutbook requires a DOB for each Scout. If one is not present we will use Jan 1, xxxx as a temporary DOB. After the import you can manually go into each Scout's profile page and correct them if needed. We recommend taking the time to enter the DOB before exporting. Here's why we require DOB for all Scouts.
If you have already entered your Scouts into Scoutbook and want us to merge their data please be sure the first name, middle, last name, nickname, and DOB match with your data files so we can properly identify the Scouts. Otherwise you may end up with a duplicate Scout record created instead of merging with a matching Scout record.
Before exporting your data from TM or PM make sure all adults including parents have email addresses. Scoutbook automatically creates login accounts only if there is an email associated to them in your data files. Please take some time to first update each adult with their own email address before exporting your data. We cannot import adults that share the same email as another adult so make them unique.
Preparing the Adult leaders file. If your data contains a list of leaders make sure each one is assigned a position. Scoutbook cannot import leaders without a position in the pack or troop (i.e. Committee Member, Scoutmaster, etc)
Go into your existing tracking program and export your data. Each tracking program has a default file extension for their files. Please use the default if prompted. The data must contain field names so we know how to correctly map the data. Be sure to include all columns of data. Please do not alter the output of these files as our scripts are written specifically for your product.
4. Upload your files
Visit your Roster page and click on the Roster Import link.
Please allow 24-72 hours for your data to be processed.
Scoutbook automatically creates login accounts for all adults that have email addresses including parents. We DO NOT send any invites to them. You can do this later inside Scoutbook.
Other related posts:
FAQ Forum >
How do I export files from TroopMaster?
Scoutbook CSV Data Import
ScoutNET Roster and Advancement Import