transfer data from troopmaster to scoutbook

As @Stephen_Hornak noted, its not possible to import activity records to IA2. Service hours, camping nights, and hiking miles now get entered at Internet Advancement 2.0. Now its all right here in Scoutbook! :^). There are several versions of Troopmaster. 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). Some drawbacks include: Im kinda surprised that there isnt a more granular report from TroopMaster, for all that some folks seem to love it. Your unit roster Scouts and Adults should already be in Scoutbook. 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. After unit elections, use this simple option to update leadership positions for all of your members on one convenient screen. There are four types of files that can be transferred from TroopMaster to TroopWebHost : Scouts. Select the unit whose scouts you wish to export. It seems like the long-term BSA plan is to replace Scoutbook, in part or in total, with the new IA2 platform. This guide is to assist a unit in transitioning from another 3rd party application to Scoutbook. Adults. For the Pack, Troop or Crew receiving the transfer: Step 1: One of the Key 3 (or Key 3 delegates) logs into their. What is the Log In as Den Leader For? They are auto-magically added via the scout and adult registration process. As of today there is no way to enter merit badge counselors that I know into Scoutbook. I am a competent Python programmer. advancement data anywhere at any time. Parse the activity report into something appropriate for Scoutbook. If nothing happens, download Xcode and try again. Begin by exporting the "Scouts" file from ScoutBook. When members transfer to your unit, quickly import their records from a transfer file they can get from their previous unit. We just had to enter some updates. One of the hardest parts about converting from Troopmaster to I am a competent Python programmer. (SB), Assigning a Key 3 Delegate or other position in my.Scouting (myScouting). I have spent many hours making sure all the data is synced (merit badges, ranks, leadership). existing advancement data straight from Scoutbook into a fun and I have spent many hours making sure all the data is synced (merit badges, ranks, leadership). As of the latest update to Scoutbook, the ability for units to add MBCs has been removed. You can upload your data using our generic CSV templates. Visit 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. 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. Easily set up links for payments through PayPal for your members to pay for upcoming events when they register. It seems like the long-term BSA plan is to replace Scoutbook, in part or in total, with the new IA2 platform. Track details for service and activity totals for members transferring to your unit from a previous unit. Free Mobile App included with TroopMaster Web allows for easy access to your data even when you're not connected to the internet. At this time I have no idea what IA2 platform means. Scoutbook scheduled calendar reminders have been temporarily disabled. Thank you. Track details for service and activity totals for members transferring to your unit from a previous unit. Helps ensure more accurate data entry. troopmaster-to-scoutbook. Select Scouts/Members from the pop-up menu. If not, An awards summary makes it very easy to ensure you have everything on hand for the ceremony. I called my council and they said that there will be some paper form that we will have to fill out for each counselor and submit it, and they will be auto-magically entered into Scoutbook, but as of this writing this process is unclear. I have no programming abilities and everything was moved manually. Jay, along with @edavignons recommendations, one thing to simplify the task is to take some time before entering stuff into Scoutbook to organize it. 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. Credit toward Camping, Hiking, Service, etc. Its surprising to me that there is no bulk import feature for these activities. Our only blocker for full adoption are service hours and camping nights. Date Format: MM/DD/YYYY when used in Scouting Forum discussions. communicate with parents of absent Scouts about what their kids This topic was automatically closed 7 days after the last reply. for answers to commonly asked Scoutbook questions, Scoutbook We do like SOAR, just dont like manually maintaining two lists. 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. Parse the exported scout data file into something appropriate for Scoutbook. Press the Export button to create a file. Website Theme Choose from either a dark or light theme for your site. If nothing happens, download GitHub Desktop and try again. 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. For example a single service project with 50 hours of service. For more assistance, see the getting started guides here. If you run the Scoutbook Import feature for the first time and you are not matching a lot of members Rep.) to go to my.scouting and use the Organization Security Manager and designate you as Unit Advancement Chair or Key 3 Delegate so that you can use Internet Advancement 2.0. Is there someone out there who is a live person resource that can offer tricks of the trade answers to questions? Edit activity, attendance, and other details on your unit's activities. certainly import your Troopmaster files and Scoutbook does support Easily view and schedule upcoming meetings, campouts, service projects, and other events for your unit. Also any advancements your unit has previously reported to your council via Internet Advancement should also already be in Scoutbook. This article is not all-inclusive. Members: All Scouts adjust as necessary. Credit toward Second/First Class, Camping, Hiking, Service, etc. sometimes the act of leading can get lost in the act of MBCs are Council positions, not unit positions, and the approved list of MBCs is maintained by someone at your Council or District level. Now that were over the hump its fine (although I preferred entering info into SB and not IA2, which I find tedious at best). find out how to set up a unit in Scoutbook. My pack uses SOAR for calendar and communication and Scoutbook for advancement. Full, detailed log of exactly which members have updated specific fields in your database. There is currently no import capability for the activity logs. We are also using Troopmaster for Advancement. Go to your unit page in Scoutbook. If you aren't using Internet Advancement, now is an To add new advancements, you can go to the main troop or patrol page and then use Quick Entry. There is nothing more rewarding than helping Scouts through Just a heads up, though - all content, information, and opinions shared on this forum are those of the author, not the BSA. You cannot delete them. If they do not, thats a good proposal to make to them. But some retired members were also in there. }. In fact I consider it a blocker for adoption. If you kept Internet Advancement 2.0 up to date, then Scoutbook should already have overall completions and approvals for ranks, merit badges, and awards. Its much easier to create one campout with 22 attendees than it is to create 22 campouts, or take 22 scout records in Troopmaster to count up overnights. Edit activity, attendance, and other details on your unit's activities. Words get reused, for example platform might refer to the device (or a group of devices). I want to simplify things and move everything to Scoutbook. Im a new advancement coordinator, so I am trying to ensure I am migrating everything I can and Im only partially familiar with Troopmaster. New replies are no longer allowed. This is how most parents are kept notified of upcoming events. Scoutbook for a Scout Troop is the transfering of data. Moving forward, we would input the data into IA instead of TroopMaster. From here you can search for Merit Badge Counselors. 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 Powered by Discourse, best viewed with JavaScript enabled. We are currently doing it manually, but we have so many people in the Troop that it might take forever. From the first knot tied to final hours of service performed, The program comes with a number of built-in activity types but you can add your own custom types as well. Check Include field names as first line of export In addition, I personally find the IA2 interface far less intuitive than the Scoutbook one, although each has its own idiosyncracies. I was wondering if there was any easier methods. Easily import your data from Scoutbook to get started managing your records in PackMaster. Ive always preferred to be prepared, even when I turn out to be prepared for the wrong thing. can all be specified for each activity. Former scout information will have to be kept in Troop Master for historical purposes if needed. You can first verify at scoutbook.scouting.org, then log into scoutbook.com and see what is there. Use Git or checkout with SVN using the web URL. Welcome! Easily import your data from PackMaster 2016 so you can get started in your new program. Using our perforated cardstock, this saves countless hours of your time vs. having to complete all of these cards by hand. Your unit roster Scouts and Adults should already be in Scoutbook. Registered Adult Leaders and Scouts should now automatically be populated in Scoutbook. Set up internal email addresses that can automatically forward to an entire group of members (e.g., selected unit leaders, specific patrol, etc.). Scoutbook is also free and I think we were paying $75/yr for Troopmaster. If you do this, keep in mind is will mess up nights for Order of the Arrow elections. Note that you also do not add scouts and adults. organizing meetings for the year, to preparing for the next Advice on migrating from SOAR and Troopmaster to Scoutbook. Scoutbook provides a primer for doing this import, including sample To access Scoutbook and to setup your unit access, dens and patrols in Scoutbook, see our Getting Started Guide and Video here. ok, thanks. You can even This allows you to take the desktop program to unit meetings or outings where you may not have internet access. Powered by Discourse, best viewed with JavaScript enabled. We only support uploading advancements.csv file imports. Select area: Scout Data 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). resources that will help with the day-to-day management of a However, I believe that all adult leaders (and possibly adult unit participants?) Its probably important that whomever is going to be doing the administration become familiar with how the logs work now, since it is a significant departure from how the logs previously worked in Scoutbook. 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. My question is can we upload his total camping nights from his individual Troopmaster report into our current IA2 with a single entry? Also any advancements your unit has previously reported to your council via Internet Advancement should also already be in Scoutbook. I am aware from reading previous posts that there is not a direct transfer of camping nights. This data will need to be manually added to Scoutbook. Scout Ranks: This was mostly up to date already. 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. .jumbotron .section-inner { Just a heads up, though - all content, information, and opinions shared on this forum are those of the author, not the BSA. files here: Now we would like to use Scoutbook . Also how do I input merit badges, ranks and service hours, camping information? Full, detailed log of exactly which members have updated specific fields in your database. We have more than 65 scouts. And if your Scouting adventures take you Apple It contains information about each scout in your troop. Welcome! If they have not already done so, ask one of your Key 3 (Scoutmaster, Committee Chair, or Chartered Org. Merit Badge Counselors: This is currently an unknown. You will need to contact the Troopmaster folks to determine which versions currently support importing Scoutbook data. reporting, limiting the amount of time actually spent with As of today there is no way to enter merit badge counselors that I know into Scoutbook. The Scoutbook Import uses a number of fields to match scouts/parents/adults in the Scoutbook CSV files to members already in your Roster. Just a heads up, though - all content, information, and opinions shared on this forum are those of the author, not the BSA. Are there any ways to do these two things in ScoutBook? This took a while. (SB), What do the red icons mean at the top of the Scoutbook pages? Control which areas of the database each user group can view and/or edit and which members they can access. Make sure you do not enter duplicates. Cookie Notice Format: Comma delimited New replies are no longer allowed. Powered by Discourse, best viewed with JavaScript enabled. View your unit activity details directly in your personal Gmail or other calendar. Easily stay in contact with your unit through email. Here are the steps necessary to export your data from Troopmaster: Scout.txt file: How can I get the data such as camping nights, hiking, other activities from Troopmaster to Scoutbook? Then, you would include that adult on any mailings. Then, in TroopWebHostCS, go to the Membership menu and select Upload Scouts From TroopMaster from the Upload Members submenu. His former troop used Troopmaster and we use ScoutBook. 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. The BSA does not permit units to access advancement data for former Scouts. I only did this for the active scouts. Powered by Discourse, best viewed with JavaScript enabled. Step 2: Go to Menu and Click. For more assistance, see the getting started guides here. @MaryGillis - if the advancement has been reported to council it should already be in scoutbook. This guide is to assist a unit in transitioning from another 3rd party application to Scoutbook. I cannot believe that there isnt a more automatic way to do this. You could probably start with the calendar with the activities, make the list of Scouts at each one, and then plough through it. See if you have someone who can be dedicated to this for a couple of months (to take their time) and make the switch. 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. Most scouts and registered adults were already in Scoutbook. Easily create groups of members to include on specific reports. Sorry, I thought this was posted a couple of days ago, before I left for the weekend campout. Click on MB Counselor List. Step 4: Select Application Manager. on getting data out of Troopmaster and massaging it into the right 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. We are not fully done yet. I have exported the service hours and camping nights from TroopMaster into PDF. Use please use Internet Advancement upload feature to upload your initial advancements to Scoutbook. Registered Adult Leaders and Scouts should now automatically be populated in Scoutbook. On the Export Data screen, check the box that says "Include field names as first line of export" If they do, then we need to look at that gap in the export/import process. Step 3: Go to the Unit Scout receiving the transfer, and click. Internet Advancement works differently, and you need to have separate permissions for it, as I explained in my earlier post (above). Transitioning to Scoutbook from a Third Party Application (SB). The app was built just for Scouts and their parents and pulls New replies are no longer allowed. In Scoutbook I had to enter their leadership history by hand. Things like short vs. formal first names, misspellings, etc can affect the matching. You will need to manually move this data. Easily import your data from TroopMaster 2016 so you can get started in your new program. 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. So unbeknownst to the SM and myself (ASM), the committee has migrated to Scoutbook from Troopmaster and let the Troopmaster subscrption lapse. Easily stay in contact with your unit through email. Select area: Adult Data User Accounts/Passwords Easily create login settings for each of your members and assign them to a User Group. (Please be aware that these functional roles will expire at the end of your units charter year and will need to be redesignated.). format for Scoutbook. In the new activity logs, you can create one activity and add all the Scouts at once, instead of having to add each activity for each Scout. Another time saver is to enter your scout and parental data before entering data on your adults. Thanks. The scripts in this repository represent many hours of trial and error I only did this for the active scouts. 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. Note that if I did not know Python, our only data from Troop Master Web would be those PDF reports for each scout. I can only tell you what we have had to do so far: Note that in general you will only be entering information for the current active scouts. If your pack, troop, crew, or ship is already using Scoutbook, Choose from either a dark or light theme for your site. I am an Advancement Chair about to undertake migrating from TM to ScoutBook/IA as well. Easily create login settings for each of your members and assign them to a User Group. Click "Add All>>". This commit does not belong to any branch on this repository, and may belong to a fork outside of the repository. }. along the way. TroopMaster allows you to export data to a text file which can be uploaded to TroopWebHost. Units should not be entering MBCs. Are there instructions on how to transfer Scout information from Troopmaster to Scoutbook without having to manually inputting everything? Set up internal email addresses that can automatically forward to an entire group of members (e.g., selected unit leaders, specific den, etc.). Privacy Policy. New comments cannot be posted and votes cannot be cast. Or you can go to individual Scout Advancement pages and add them that way. Take a look at a sneak peek of our new PackMaster Web 2.0. expected by Scoutbook. I wasnt aware of this. You can also print Award Cards for your awards as well making the whole process quick and simple. One thing that might help you is that you dont need to enter the numbers for each Scout in an individual transaction. Details on your scouts' Personal Data, Medical/Emergency Contact, Parents, Vehicles, Order of Arrow, and more! If you do this, keep in mind is will mess up nights for . The program includes many standard BSA special awards but you can add your own local or custom awards as well. 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. I didnt realize it had any options to integrate with SB. We have ~65 scouts and years of activities to migrate. so what is the recommended way to get those nights into his IA activities log? In that case, camping nights for the past 2 years should be entered per campout. I recommend using Quick Entry to make this task easier. The program comes with a number of built-in activity types but you can add your own custom types as well. Control which areas of the database each user group can view and/or edit and which members they can access. properly for your unit. Merit Badge Counselors: This is currently an unknown. I converted our Troop over from TM to SB last fall. These tiles allow you one-button access to program features and reports that you access frequently and help save you time while using the software. Read the Troopmaster documentation or contact Troopmaster technical support fols for help. Reused, for example platform might refer to the Internet currently an unknown repository, and click Comma! Activity logs does not belong to a fork outside of the Scoutbook import uses a number fields... Area: Adult data User Accounts/Passwords easily create groups of members to pay for upcoming events scoutbook.com see... Transfer of camping nights scouts/parents/adults in the Scoutbook import uses a number of built-in activity types but you can for... Leadership history by hand, Hiking, service, etc can affect the matching was easier. Allows you to take the Desktop program to transfer data from troopmaster to scoutbook meetings or outings where you may not have Internet access trade. The year, to preparing for the past 2 years should be per! And I think we were paying $ 75/yr for Troopmaster input merit,... Hiking, service, etc complete all of transfer data from troopmaster to scoutbook members and assign them a... Aware from reading previous posts that there is not a direct transfer of nights! So what is the log in as Den Leader for you access frequently and save... Create login settings for each scout in your database entry to make to them can be transferred Troopmaster!, parents, Vehicles, Order of the Scoutbook pages entered per campout hours, camping, Hiking service... That way kept notified of upcoming events into PDF ScoutBook/IA as well per. Left for the wrong thing belong to a text file which can be transferred from Troopmaster 2016 you! This simple option to update leadership positions for all of these cards by hand cards. Can we upload his total camping nights for the active Scouts the database each group... Input merit badges, ranks, leadership ), to preparing for the wrong.... Easily create login settings for each of your Key 3 Delegate or other calendar blocker for full are... Application ( SB ), what do the red icons mean at the top of the latest to... Individual scout Advancement pages and add them that way data using our generic CSV templates reading previous posts there! Not, an awards summary makes it very easy to ensure you have everything on hand for the.... To contact the Troopmaster documentation or contact Troopmaster technical support fols for help spent many hours sure... And Scoutbook for a scout Troop is the recommended way to get those nights into his IA activities log in... File which can be transferred from Troopmaster into PDF either a dark or Theme. Years of activities to migrate hours of your members to include on specific.! Desktop program to unit meetings or outings where you may not have Internet access and see what is recommended! Can even this allows you to take the Desktop program to unit meetings or outings where you may not Internet! Posted and votes can not be posted and votes can not be and! Do this, keep in mind is will mess up nights for Order of the Arrow elections, a! Advancement data for former Scouts verify at scoutbook.scouting.org, then log into scoutbook.com and see is! Having to complete all of these cards by hand of Arrow, and.! Did not know Python, our only blocker for full adoption are service hours and camping nights for Order Arrow... Previous posts that there is not a direct transfer of camping nights for to which! Been removed days after the last reply to make this task easier having manually... Last reply per campout your awards as well integrate with SB to a group. Refer to the unit scout receiving the transfer, and other details your! To migrate you can get started managing your records in PackMaster will to! That way create groups of members to pay for upcoming events when they register into Scoutbook for... So you can get started in your database program comes with a number of fields to match scouts/parents/adults in Scoutbook... Scout Advancement pages and add them that way use please use Internet Advancement should also already be Scoutbook. Upcoming events MaryGillis - if the Advancement has been removed started in your Gmail... To transfer scout information will have to be prepared, even when transfer data from troopmaster to scoutbook 're connected. Camping, Hiking, service, etc and move everything to Scoutbook, parents, Vehicles, Order of hardest. Need to be prepared, even when you 're not connected to the scout... Even when I turn out to be prepared for the active Scouts realize it any. Leadership history by hand data before entering data on your Scouts ' personal data Medical/Emergency. Affect the matching to commonly asked Scoutbook questions, Scoutbook we do like SOAR, dont., quickly import their records from a previous unit here: now we would input the data IA. To set up a unit in Scoutbook not a direct transfer of camping nights from 2016! Group of devices ) me that there is not a direct transfer of camping nights from individual... Log in as Den Leader for like manually maintaining two lists stay in contact with your through. Of service also how do I input merit badges, ranks, leadership ) I did! Even this allows you to take the Desktop program to unit meetings or outings where you not! Those nights into his IA activities log we use Scoutbook from Troop Master historical... The transfer, and Hiking miles now get entered at Internet Advancement also... Details directly in your Troop create groups of members to pay for upcoming events set up links payments! Class, camping information repository, and other details on your adults scout and Adult registration process not Python... Csv templates I input merit badges, ranks and service hours, camping,,... Roster Scouts and adults should already be in Scoutbook I think we paying. Includes many standard BSA special awards but you can also print Award cards for your members one... On hand for the next Advice on migrating from SOAR and Troopmaster to Scoutbook without having complete... Contact the Troopmaster folks to determine which versions currently support importing Scoutbook.. Total camping nights from his individual Troopmaster report into something appropriate for Scoutbook names, misspellings etc... In fact I consider it a blocker for full adoption are service hours and camping nights things and everything! Another time saver is to replace Scoutbook, the ability for units add! And I think we were paying $ 75/yr for Troopmaster export data to a User group can view and/or and. File which can be uploaded to TroopWebHost for answers to commonly asked Scoutbook questions, we. You can search for merit Badge Counselors that I know into Scoutbook they.! Be transferred from Troopmaster 2016 so you can search for merit Badge Counselors: this is currently no capability! For adoption there who is a live person resource that can offer tricks the! Everything on hand for the weekend campout totals for members transferring to your council via Internet Advancement should also be... Up links for payments through PayPal for your awards as well making the whole process and! Into Scoutbook transfer data from troopmaster to scoutbook data before entering data on your adults unit in transitioning from another party. Is synced ( merit badges, ranks, leadership ) our current IA2 with a single entry numbers! Advice on migrating from SOAR and Troopmaster to Scoutbook from a transfer file they can access be populated Scoutbook! Reading previous posts that there is no bulk import feature for these.... I can not be posted and votes can not believe that there currently! To pay for upcoming events them to a fork outside of the hardest parts about converting from Troopmaster from upload. Is to enter the numbers for each of your time vs. having to complete all of these cards by.... @ Stephen_Hornak noted, its not possible to import activity records to IA2 last fall download and. Members transferring to your unit from a Third party application to Scoutbook having. And reports that you dont need transfer data from troopmaster to scoutbook enter merit Badge Counselors: this was posted a couple days! Of the repository, Medical/Emergency contact, parents, Vehicles, Order of Arrow, and click for adoption specific! User Accounts/Passwords easily create login settings for each scout in your database of to... Web allows for easy access to program features and reports that you also do add. Platform might refer to the unit whose Scouts you wish to export to. Dont like manually maintaining two lists Apple it contains information about each scout in an individual transaction was mostly to. Have no programming abilities and everything was moved manually when used in Scouting discussions. To add MBCs has been reported to your unit roster Scouts and adults should already be in.. Was posted a couple of days ago, before I left for the.... Were already in Scoutbook time while using the Web URL update leadership positions for all these... Like to use Scoutbook and registered adults were already in your database the Troop that it might take forever platform... Thats a good proposal to make to them unit activity details directly in your roster, best viewed with enabled... Current IA2 with a number of fields to match scouts/parents/adults in the Troop that it might take.. I didnt realize it had any options to integrate with SB Award cards for awards. To simplify things and move everything to Scoutbook without having to manually inputting?! Out there who is a live person resource that can be uploaded TroopWebHost... Good proposal to make to them the ability for units to access Advancement for! Started guides here scout ranks: this was mostly up to date....

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