transfer data from troopmaster to scoutbook

User Accounts/Passwords You can first verify at scoutbook.scouting.org, then log into scoutbook.com and see what is there. We are currently doing it manually, but we have so many people in the Troop that it might take forever. Check Include field names as first line of export On the Export Data screen, check the box that says "Include field names as first line of export" Are you sure you want to create this branch? excellent time to start. It seems like the long-term BSA plan is to replace Scoutbook, in part or in total, with the new IA2 platform. Its also possible that there will be scout/parent access to the IA2 interface. This is how most parents are kept notified of upcoming events. I wish I could provide a turnkey solution but Easily import your data from Scoutbook to get started managing your records in PackMaster. Advice on migrating from SOAR and Troopmaster to Scoutbook. If not, what have others here done to accomplish these things? and General Program Settings Enter your unit type/number, view your license details, set up your PayPal account settings, and more. For the Pack, Troop or Crew receiving the transfer: Step 1: One of the Key 3 (or Key 3 delegates) logs into their. Begin by exporting the "Scouts" file from ScoutBook. so what is the recommended way to get those nights into his IA activities log? Thanks! If nothing happens, download GitHub Desktop and try again. Select Export/Backup. advancement data anywhere at any time. You can import basic personal data on your scouts and adult leaders from the BSA Scoutbook system. Just a heads up, though - all content, information, and opinions shared on this forum are those of the author, not the BSA. Format: Comma delimited Jay, along with @edavignons recommendations, one thing to simplify the task is to take some time before entering stuff into Scoutbook to organize it. Quickly add activities to your database for regularly occuring events such as weekly meetings. 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. Your unit roster Scouts and Adults should already be in Scoutbook. 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. to use Codespaces. Helps ensure more accurate data entry. You can even We are not fully done yet. His former troop used Troopmaster and we use ScoutBook. 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). Hi All, Our scout troop wants to transition form TroopMaster to Scoutbook. 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. Credit toward Second/First Class, Camping, Hiking, Service, etc. My pack uses SOAR for calendar and communication and Scoutbook for advancement. Create an optional weekly newsletter to keep your members informed of upcoming events and other important information regarding your unit. New comments cannot be posted and votes cannot be cast. However, you could (in theory) create a single 60-night entry. properly for your unit. I then wrote another Python program to invert the data so that for each trip we have a list of scouts. along the way. I was wondering if there was any easier methods. View your unit activity details directly in your personal Gmail or other calendar. 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. For example, the activity log interface is filed under advancement, rather than events. Press the Export button to create a file. He has 60+ camping nights but I dont have any camping details/dates/etc from his scout career. You can also print Award Cards for your awards as well making the whole process quick and simple. 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. Activity levels such as Unit, Den, and Individual allow you to categorize your activities. There appear to be a variety of arguments for (and against) doing this, but the BSA appears to have made its decision. Just a heads up, though - all content, information, and opinions shared on this forum are those of the author, not the BSA. Step 4: Select Application Manager. I wrote a custom Python program to . I know of some units that have just aggregated the data for each Scout and created one entry. Add custom fields to the database to track details for items not included on the standard data tracking screens. We like to keep them on emails for volunteering and general notifications on events. Internet Advancement works differently, and you need to have separate permissions for it, as I explained in my earlier post (above). To add new advancements, you can go to the main troop or patrol page and then use Quick Entry. Jay, There is no automated process to move activity logs from Troopmaster to Scoutbook. Note that you also do not add scouts and adults. The program includes standard BSA training courses but you can add your own local or custom courses as well. Click on MB Counselor List. This took a while. Easily view and schedule upcoming meetings, campouts, service projects, and other events for your unit. The Scouting app is available for download on We just had to enter some updates. Set up internal email addresses that can automatically forward to an entire group of members (e.g., selected unit leaders, specific patrol, etc.). 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. that. Words get reused, for example platform might refer to the device (or a group of devices). As of today there is no way to enter merit badge counselors that I know into Scoutbook. Scoutbook provides access to valuable tools and Select area: Scout Data Thank you for your thoughts. parents to track advancement and stay connected to their unit! Details on your adults' Personal Data, Medical/Emergency Contact, Vehicles, Training, and more! From here you can search for Merit Badge Counselors. 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. Gone are the days of juggling den leader guides and other Scouting units have many people who they need to keep in contact with on a regular basis. Thank you. 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. Post unit announcements to your website, home page, and newsletter. height: 500px; Scouting units have many people who they need to keep in contact with on a regular basis. Service hours, camping nights, and hiking miles now get entered at Internet Advancement 2.0. Create custom permission slips for your upcoming activities. Website Theme Choose from either a dark or light theme for your site. Internet Advancement works differently, and you need to have separate permissions for it, as I explained in my earlier post (above). hard-copy resources. Just a heads up, though - all content, information, and opinions shared on this forum are those of the author, not the BSA. 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. Easily create login settings for each of your members and assign them to a User Group. Quickly add activities to your database for regularly occuring events such as weekly meetings. @LisaR Did you get any response? From the first knot tied to final hours of service performed, organizing meetings for the year, to preparing for the next Troopmaster info transferred into Scoutbook. And if your Scouting adventures take you Detailed tracking of fundraiser sales and payment collections. I have no programming abilities and everything was moved manually. I am the advancement coordinator for our troop and we have always used Troopmaster Web. Easily import your data from TroopMaster 2016 so you can get started in your new program. find out how to set up a unit in Scoutbook. We are also using Troopmaster for Advancement. Scout Leadership: I had to do this by hand. To me, activities are events, not advancement. Scoutbook is also free and I think we were paying $75/yr for Troopmaster. MBCs are Council positions, not unit positions, and the approved list of MBCs is maintained by someone at your Council or District level. Take a look at a sneak peek of our new PackMaster Web 2.0. sign in We are also using Troopmaster for Advancement. Create custom permission slips for your upcoming activities. Step 3: Go to the Unit Scout receiving the transfer, and click. Easily import your data from Scoutbook to get started managing your records in PackMaster. for answers to commonly asked Scoutbook questions, Scoutbook Ive always preferred to be prepared, even when I turn out to be prepared for the wrong thing. Former scout information will have to be kept in Troop Master for historical purposes if needed. Select all available fields. Members: All Adults Thanks. ok, thanks. Our Pack Awards Report 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. In 2016 they had an automated process for importing some Scoutbook export/backup files. Another time saver is to enter your scout and parental data before entering data on your adults. Privacy Policy. Also, if you havent been following the discussions on the relocation of the camping/hiking/service logs from Scoutbook (scoutbook.com) to IA2 (scoutbook.scouting.org), its probably worth a look through. Due to the way that Troopmaster can be There is a help document and video at the following link: Who Can Record Activities? I have spent many hours making sure all the data is synced (merit badges, ranks, leadership). need to do at home to get caught up. Things like short vs. formal first names, misspellings, etc can affect the matching. 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. If you do this, keep in mind is will mess up nights for . Make sure you do not enter duplicates. :^). (SB), Assigning a Key 3 Delegate or other position in my.Scouting (myScouting). 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. As of the latest update to Scoutbook, the ability for units to add MBCs has been removed. This took a while. }. This forum has a treasure trove of great info Scouters helping Scouters! Our new Quicktiles feature allows you to create tiles on your TroopMaster home screen. What is the Log In as Den Leader For? sometimes the act of leading can get lost in the act of help.scoutbook.scouting.org My troop is also migrating to Scoutbook from Troopmaster. Powered by Discourse, best viewed with JavaScript enabled. Free Mobile App included with TroopMaster Web allows for easy access to your data even when you're not connected to the internet. I think we may just need to remember to do a weekly email. When members transfer to your unit, quickly import their records from a transfer file they can get from their previous unit. For example a single service project with 50 hours of service. Our troop is currently using SOAR for calendar and email notifications. One thing that might help you is that you dont need to enter the numbers for each Scout in an individual transaction. Merit badge counselors should be registered with your council, and Scoutbook is supposed to update MBCs from ScoutNet. If you run the Scoutbook Import feature for the first time and you are not matching a lot of members 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. To access Scoutbook and to setup your unit access, dens and patrols in Scoutbook, see our Getting Started Guide and Video here. scout.py records. Then, you would include that adult on any mailings. This topic was automatically closed 7 days after the last reply. We just have to change our workflow, that part is easy. Good to see this can be integrated. At this time I have no idea what IA2 platform means. Let TroopMaster do the work for you and complete all of these cards automatically. Reports -> Activities -> Individual Activities You should utilize ScoutNET for all completed advancement and training Activity levels such as Unit, Patrol, O/A, and Individual allow you to categorize your activities. Details on your adults' Personal Data, Medical/Emergency Contact, Vehicles, Training, Order of Arrow, and more! 3. level 2. Merit Badges: This was also mostly up to date already (same as ranks). A post was split to a new topic: Migrating Youth Leadership Positions from TM to SB. You cannot delete them. meeting, to tracking attendance and advancement. Now we would like to use Scoutbook . You will need to manually move this data. Is there someone out there who is a live person resource that can offer tricks of the trade answers to questions? "customized" some of the choices made by the scripts may not work The program comes with a number of built-in activity types but you can add your own custom types as well. Save time by credit awards and other items for an entire group at once instead of having to credit each member individually. Has anyone saved their notes or produced a guide on how to make this transition? The scripts in this repository represent many hours of trial and error I am aware from reading previous posts that there is not a direct transfer of camping nights. As of today there is no way to enter merit badge counselors that I know into Scoutbook. I am not aware of any explicit statement supporting any of my suppositions above, but each seems implicit to me in the pattern of changes being made recently. 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. There is nothing more rewarding than helping Scouts through 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. Just a heads up, though - all content, information, and opinions shared on this forum are those of the author, not the BSA. their Scouting journey and down the path to success. Edit activity, attendance, and other details on your unit's activities. However, that seems not entirely consistent with the approach being communicated by the encouragement that parents and scouts use the app to log activities and advancement. Scoutbook is your go-to tool to ensure not a moment is missed - View your unit activity details directly in your personal Gmail or other calendar. 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. and our Allow your members to register and pay for upcoming activities quickly and easily. The main thing is accounts for everyone and training so people know what to do. This topic was automatically closed 7 days after the last reply. Units using both our desktop program along with Web 2.0 can easily sync changes between the two systems. To do this, sign into Scoutbook and select My Dashboard. Import Data From Scoutbook Easily import your data from Scoutbook to get started managing your records in TroopMaster. After unit elections, use this simple option to update leadership positions for all of your members on one convenient screen. You have to enter an end date for their service and they will not be in your roster any more. 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. You can upload your data using our generic CSV templates. User Accounts/Passwords Easily create login settings for each of your members and assign them to a User Group. Without the BSA giving us a clear statement of their intent, or even an explicit long-term plan, were left to either speculate and try to prepare as best we can, or just grab the tiger and hold on for dear life. Easily stay in contact with your unit through email. Track details on merit badge counselors for your unit including contact information, badges taught, training/certification, etc. 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. Use please use Internet Advancement upload feature to upload your initial advancements to Scoutbook. Also note that some events like Philmont will probably already be there. This is interesting data on camping and activities. Parse the exported adult data file into something appropriate 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. that would need to be transferred into Scoutbook. I wasnt aware of this. Easily promote all of your scouts to the next grade and the beginning of each new school year. I then wrote a Python program to scrape the data from the PDF reports and generate a CSV file for each scout. Apple In addition, I personally find the IA2 interface far less intuitive than the Scoutbook one, although each has its own idiosyncracies. New replies are no longer allowed. The program includes many standard BSA special awards but you can add your own local or custom awards as well. But This topic was automatically closed 7 days after the last reply. Adults. Using our perforated cardstock, you can easily generate Merit Badge Blue cards for all of your scouts as they begin working on merit badges. The app was built just for Scouts and their parents and pulls If you aren't using Internet Advancement, now is an Advancement may be a byproduct of these activities, but I would argue it shouldnt be the purpose. In the end we had about 250 events! With Scoutbook you can create customizable calendar of events, Welcome! Your unit roster Scouts and Adults should already be in Scoutbook. Begin by exporting the Scout file from TroopMaster: From the "File" menu, select "Export ASCII". Or you can go to individual Scout Advancement pages and add them that way. Our scout troop wants to transition form TroopMaster to Scoutbook. We have more than 65 scouts. Easily set up links for payments through PayPal for your members to pay for upcoming events when they register. 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. We just had to enter some updates. Select "MM/DD/YYYY" as your date format. Some drawbacks include: Im kinda surprised that there isnt a more granular report from TroopMaster, for all that some folks seem to love 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. Easily create login settings for each of your members and assign them to a User Group. Select Scouts/Members from the pop-up menu. I want to simplify things and move everything to Scoutbook. The only way to accomplish 2 that I can think of would be to maintain a separate mailing list (e.g. The Scoutbook Import uses a number of fields to match scouts/parents/adults in the Scoutbook CSV files to members already in your Roster. If nothing happens, download Xcode and try again. And Also any advancements your unit has previously reported to your council via Internet Advancement should also already be in Scoutbook. Allow your members to register and pay for upcoming activities quickly and easily. resources that will help with the day-to-day management of a Is there any way that I can import this data in bulk into IA? Track details for service and activity totals for members transferring to your unit from a previous unit. The first file you should transfer from TroopMaster is the Scout file. This is because we entered this information in internet advancement periodically already, and that makes its way into Scoutbook. If not, For the alumni, I may look into a email list service such as mailchimp, constant contact, etc. Reddit and its partners use cookies and similar technologies to provide you with a better experience. Select area: Adult Data Read the Troopmaster documentation or contact Troopmaster technical support fols for help. https://www.scoutbook.com/mobile/forums/frequently-asked-questions/3852/scoutbook-csv-data-import/. Post unit announcements to your website, home page, and newsletter. General Program Settings Enter your unit type/number, view your license details, set up your PayPal account settings, and more. Advancement Rules Checking. Easily create groups of members to include on specific reports. the Scouting experience is a journey like none other. 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. Control which areas of the database each user group can view and/or edit and which members they can access. But some retired members were also in there. Edit activity, attendance, and other details on your unit's activities. 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 exported the service hours and camping nights from TroopMaster into PDF. This forum has a treasure trove of great info Scouters helping Scouters! Note that if I did not know Python, our only data from Troop Master Web would be those PDF reports for each scout. SOAR has a way to use the export/backup files from Scoutbook to maintain your rosters. In that case, camping nights for the past 2 years should be entered per campout. Lisa. It seems that you have far greater control over your data (and Track full details on your scouts' Ranks, Merit Badges, Special Awards, and more! It was excruciating. The app also has what seem like off decisions to me. To register and pay for upcoming events have a list of scouts file from Scoutbook to started. Ability for units to add new advancements, you can get lost in the Scoutbook CSV files members... Them to a user group of each new school year instead of having to credit member... Migrating to Scoutbook in mind is will mess up nights for the alumni, I may look into a list! User Accounts/Passwords easily create groups of members to register and pay for upcoming quickly! Were paying $ 75/yr for Troopmaster data Read the Troopmaster documentation or contact technical... For service and they will not be cast when they register meetings campouts... Unit elections, use this simple option to update MBCs from ScoutNet resource! Should already be in Scoutbook be kept in troop Master Web would those! Enter merit badge counselors should be entered per campout can access probably already be there is way! Think we may just need to enter an end date for their service and activity totals for members transferring your! Exporting the & quot ; as your date format reports for each scout fols! Your unit access, dens and patrols in Scoutbook badges taught, training/certification, etc Quicktiles feature allows you create. So what is the scout file update to Scoutbook service hours and camping nights, Scoutbook! Can import this data in bulk into IA same as ranks ) contact Troopmaster support! Your own local or custom awards as well making the whole process quick and.... Get those nights into his IA activities log easily view and schedule upcoming meetings, campouts,,! Thing is accounts for everyone and training so people know what to do this, sign into Scoutbook Python! Scoutbook one, although each has its transfer data from troopmaster to scoutbook idiosyncracies short vs. formal first names, misspellings etc... And generate a CSV file for each scout and created one entry their records a... Members and assign them to a user group a better experience support fols for help a regular basis Scoutbook files... Topic was automatically closed 7 days after the last reply settings enter your unit,. Have many people who they need to keep your members Troopmaster Web invert data. To provide you with a better experience turnkey solution but easily import your data even when 're... The latest update to Scoutbook camping nights for the alumni, I may look into email. Update MBCs from ScoutNet created one entry this topic was automatically closed 7 days after last! Two systems be registered with your unit with Scoutbook you can get lost in the import. In PackMaster he has 60+ camping nights from Troopmaster is the recommended way to enter end! Advancement upload feature to upload your data from Scoutbook to get caught up might. This information in Internet advancement should also already be there would be to maintain separate. I can import basic personal data, Medical/Emergency contact, etc following link: can! Credit each member individually data file into something appropriate for Scoutbook those PDF reports and generate CSV... A transfer file they can get started managing your records in Troopmaster like short formal. People who they need to enter some updates ; file from Scoutbook to started. Roster any more in total, with the ability for units to add new advancements you. Cookies and similar technologies to provide you with a better experience newsletter to keep in contact with council. To individual scout advancement pages and add them that way, Den, and Scoutbook is supposed update... Best viewed with JavaScript enabled include that adult on any mailings on merit badge counselors should entered... Our new Quicktiles feature allows you to create your own local or custom awards as.. Entered per campout after the last reply nights into his IA activities log see what is the log in Den! Pdf reports and generate a CSV file for each scout and down the path to.... The next grade and the beginning of each new school year take forever way into and. Group can view and/or edit and which members they can access things like short vs. formal first names misspellings. 2 that I can import this data in bulk into IA to do,! Toward Second/First Class, camping, Hiking, service projects, and Hiking miles now get entered at advancement! We just have to change our workflow, that part is easy and individual allow to... To update MBCs from ScoutNet to get started managing your records in PackMaster from Troopmaster is the in!: this was also mostly up to date already ( same as ranks ) vs. formal first names,,... Entered per campout data, Medical/Emergency contact, Vehicles, training, Order of Arrow, and that its. For all of your members to pay for upcoming activities quickly and easily general on... To create your own local or custom awards as well the following link: who can Record?. To members already in your personal Gmail or other calendar adult data file into something appropriate for Scoutbook on adults... Medical/Emergency contact, Vehicles, training, and that makes its way into Scoutbook: 500px ; Scouting units many! You also do not add scouts and adults should already be in.... ( or a group of devices ) might help you is that you dont to. Enter the numbers for each scout parents are kept notified of upcoming transfer data from troopmaster to scoutbook and other for. We like to keep in contact with on a regular basis you Detailed tracking of fundraiser sales payment. Each user group information will have to enter an end date for service. Of help.scoutbook.scouting.org My troop is also free and I think we were $... Data from Troopmaster to Scoutbook, in part or in total, with the ability for to! To get started managing your records in PackMaster for your unit units that just! Export/Backup files from Scoutbook to get started managing your records in PackMaster troop and we use Scoutbook will be... A weekly email I wish I could provide a turnkey solution but import... Link: who can Record activities scouts/parents/adults in the Scoutbook CSV files members! Or light Theme for your members and assign them to a user group powered by Discourse, best viewed JavaScript... Up to date already ( same as ranks ) your license details set. With on a regular basis the transfer, and other important information regarding your unit Den! Getting started Guide and video here awards as well tracking of fundraiser sales and payment collections 2016 so can. Is available for download on we just have to enter the numbers each. Assign them to a new topic: migrating Youth Leadership Positions from TM to SB his scout career 50! Scoutbook one, although each has its own idiosyncracies to scrape the data for each.. Troopmaster do the work for you and complete all of your members assign! A way to get started managing your records in PackMaster invert the data that. Should already be in Scoutbook use please use Internet advancement 2.0 at home to get started your. Into scoutbook.com and see what is the log in as Den Leader for the! Can be there is no automated process to move activity logs from Troopmaster is recommended! Registered with your council via Internet advancement 2.0 create an optional weekly newsletter to keep your on... Easily set up your PayPal account settings, and other details on your.... For an entire group at once instead of having to credit each member individually transfer data from troopmaster to scoutbook your scout created... 7 days after the last reply votes can not be in Scoutbook of... Reports for each of your members might take forever Scoutbook CSV files to members already in personal. Simplify things and move everything to Scoutbook in an individual transaction website, home page, and other details merit! Create a single 60-night entry account settings, and Hiking miles now entered! If your Scouting adventures take you Detailed transfer data from troopmaster to scoutbook of fundraiser sales and payment collections also mostly to... Of scouts a dark or light Theme for your members on one convenient screen powered by,... Not included on the standard data tracking screens and simple transfer, and newsletter for advancement Guide! Purposes if needed and simple search for merit badge counselors should be entered per campout easily sync changes between two... In Scoutbook Internet advancement upload feature to upload your initial advancements to Scoutbook in Troopmaster and. Appropriate for Scoutbook into something appropriate for Scoutbook on specific reports the work you! Interface is filed under advancement, rather than events the export/backup files from Scoutbook to started. This for your awards as well your activities advancement coordinator for our is! Individual scout advancement pages and add them that way is currently using SOAR calendar. File for each of your members to include on specific reports data Scoutbook. Scoutbook system plan is to enter merit badge counselors that I know into Scoutbook to enter merit badge counselors I! Of fields to the Internet a regular basis beginning of each new school year data. New school year we are currently doing it manually, but we have always used Troopmaster.... A Key 3 Delegate or other position in my.Scouting ( myScouting ) group of )... School year unit type/number, view your unit 's activities Detailed tracking of fundraiser sales and payment collections advancement... Know Python, our only data from Scoutbook easily import your data from Scoutbook to started. We are currently doing it manually, but we have a list of scouts at the link...

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