transfer data from troopmaster to scoutbook

We are about to begin our migration from TM to ScoutBook as well. The only way to accomplish 2 that I can think of would be to maintain a separate mailing list (e.g. Also any advancements your unit has previously reported to your council via Internet Advancement should also 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. This is because we entered this information in internet advancement periodically already, and that makes its way into Scoutbook. Format: Comma delimited Edit and manage activities and events for your unit. So I would have all advancements, merit badge, service, camping etc. This is interesting data on camping and activities. Email reminders to your members for upcoming activities. 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. If not, what have others here done to accomplish these things? Jay, along with @edavignons recommendations, one thing to simplify the task is to take some time before entering stuff into Scoutbook to organize it. Post unit announcements to your website, home page, and newsletter. Scoutbook is also free and I think we were paying $75/yr for Troopmaster. Transitioning to Scoutbook from a Third Party Application (SB). This took a while. I had to do this by hand. Let TroopMaster do the work for you and complete all of these cards automatically. If you do this, keep in mind is will mess up nights for . Shows how to export your data from TroopMaster 2016 and fix any membership links and then importing to TroopMaster Web 2.0 Good to see this can be integrated. Members: All Adults Scoutbook scheduled calendar reminders have been temporarily disabled. Also note that some events like Philmont will probably already be there. their Scouting journey and down the path to success. properly for your unit. On the Export Data screen, check the box that says "Include field names as first line of export" (SB), What do the red icons mean at the top of the Scoutbook pages? What is the Difference Between Internet Advancement and Scoutbook? 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. There are two features we currently use quite often in SOAR. Merit Badges: This was also mostly up to date already (same as ranks). Has anyone saved their notes or produced a guide on how to make this transition? Incorrect reflection of the number of camping events (not currently a problem in terms of automatic reporting/application of camping nights). Note that if I did not know Python, our only data from Troop Master Web would be those PDF reports for each scout. Just a heads up, though - all content, information, and opinions shared on this forum are those of the author, not the BSA. But 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. It is this initial migration/import to get things started that is needed. Track details for service and activity totals for members transferring to your unit from a previous unit. The Scouting app is available for download on Step 5: Click on Pending Acceptance. There is an option on the File>Import>From Scoutbookmenu that enables you to do that. Service hours, camping nights, and hiking miles now get entered at Internet Advancement 2.0. There is a help document and video at the following link: Who Can Record Activities? Merit Badge Counselors: This is currently an unknown. You cannot delete them. Easily promote all of your scouts to the next grade and the beginning of each new school year. For more assistance, see the getting started guides here. Camping Nights and Volunteer Hours: This is the killer. I was wondering if there was any easier methods. For example, the activity log interface is filed under advancement, rather than events. If nothing happens, download Xcode and try again. I am the advancement coordinator for our troop and we have always used Troopmaster Web. Begin by exporting the "Scouts" file from ScoutBook. Select "MM/DD/YYYY" as your date format. Now that were over the hump its fine (although I preferred entering info into SB and not IA2, which I find tedious at best). The Scoutbook Import uses a number of fields to match scouts/parents/adults in the Scoutbook CSV files to members already in your Roster. Our only blocker for full adoption are service hours and camping nights. Thank you. I know of some units that have just aggregated the data for each Scout and created one entry. Please Just a heads up, though - all content, information, and opinions shared on this forum are those of the author, not the BSA. Troopmaster info transferred into Scoutbook. Select Scouts/Members from the pop-up menu. Scouts. The Insert upcoming events button at least looks helpful. Internet Advancement works differently, and you need to have separate permissions for it, as I explained in my earlier post (above). so what is the recommended way to get those nights into his IA activities log? Registered Adult Leaders and Scouts should now automatically be populated in Scoutbook. Reddit and its partners use cookies and similar technologies to provide you with a better experience. 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. Email reminders to your members for upcoming activities. Powered by Discourse, best viewed with JavaScript enabled. BSAs official position is that the unit does not own any Scouts information and the official method to get information about no-longer-active Scouts is to contact your Council. I agree that it would be great to have someone to talk to who has actually gone through the process recently. parse_activity_report.py You can certainly import your Troopmaster files and Scoutbook does support that. I can convert this data into any format that is needed. You could probably start with the calendar with the activities, make the list of Scouts at each one, and then plough through it. Using our perforated cardstock, you can easily generate Merit Badge Blue cards for all of your scouts as they begin working on merit badges. and our Thanks. Details on your scouts' Personal Data, Medical/Emergency Contact, Parents, Vehicles, Order of Arrow, and more! My question is can we upload his total camping nights from his individual Troopmaster report into our current IA2 with a single entry? Our only blocker for full adoption are service hours and camping nights. New replies are no longer allowed. Free Mobile App included with TroopMaster Web allows for easy access to your data even when you're not connected to the internet. Scoutbook is your go-to tool to ensure not a moment is missed - Welcome! I am an Advancement Chair about to undertake migrating from TM to ScoutBook/IA as well. Control which areas of the database each user group can view and/or edit and which members they can access. We just have to change our workflow, that part is easy. 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. 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. New replies are no longer allowed. to use Codespaces. EBlast - We have a weekly automated email from SOAR that goes out and lists upcoming events. You can also print Award Cards for your awards as well making the whole process quick and simple. For example a single service project with 50 hours of service. As a result, the pseudo-adult-leader method might not work. Easily create groups of members to include on specific reports. Note that you also do not add scouts and adults. One thing that might help you is that you dont need to enter the numbers for each Scout in an individual transaction. But some retired members were also in there. records. Moving forward, we would input the data into IA instead of TroopMaster. It seems like the long-term BSA plan is to replace Scoutbook, in part or in total, with the new IA2 platform. I am a competent Python programmer. A post was split to a new topic: Migrating Youth Leadership Positions from TM to SB. easy-to-use interface. We are now manually entering all 250 events into Internet Advancement. Ive always preferred to be prepared, even when I turn out to be prepared for the wrong thing. existing advancement data straight from Scoutbook into a fun and Registered Adult Leaders and Scouts should now automatically be populated in Scoutbook. I only did this for the active scouts. This report was a separate PDF file for each scout. Maintenance Advisory. scout.py We only support uploading advancements.csv file imports. I am a competent Python programmer. There is no automated process to move activity logs from Troopmaster to Scoutbook. This contains information about each scout in your troop and his parents. Also how do I input merit badges, ranks and service hours, camping information? 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). I guess I need to take a closer look at Soar. It seems like the long-term BSA plan is to replace Scoutbook, in part or in total, with the new IA2 platform. We are not fully done yet. I recommend using Quick Entry to make this task easier. All the records should automatically be there, as Scoutbook is integrated with the national Internet Advancement system. Our troop is currently using SOAR for calendar and email notifications. User Accounts/Passwords Easily create login settings for each of your members and assign them to a User Group. there are just too many different combinations to make that feesible. It has been several years since I looked into it. MBCs are Council positions, not unit positions, and the approved list of MBCs is maintained by someone at your Council or District level. Date Format: MM/DD/YYYY 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. Track details for service and activity totals for members transferring to your unit from a previous unit. Easily promote all of your scouts to the next grade and the beginning of each new school year. Select area: Adult Data As of today there is no way to enter merit badge counselors that I know into Scoutbook. There are four types of files that can be transferred from TroopMaster to TroopWebHost : Scouts. Select the unit whose scouts you wish to export. Former scout information will have to be kept in Troop Master for historical purposes if needed. Advice on migrating from SOAR and Troopmaster to Scoutbook. Credit toward Camping, Hiking, Service, etc. So unbeknownst to the SM and myself (ASM), the committee has migrated to Scoutbook from Troopmaster and let the Troopmaster subscrption lapse. height: 500px; I want to simplify things and move everything to Scoutbook. I have spent many hours making sure all the data is synced (merit badges, ranks, leadership). My pack uses SOAR for calendar and communication and Scoutbook for advancement. Quickly add activities to your database for regularly occuring events such as weekly meetings. 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. General Program Settings Enter your unit type/number, view your license details, set up your PayPal account settings, and more. unit, giving every leader more of what they need most: TIME. Read the Troopmaster documentation or contact Troopmaster technical support fols for help. 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. We just had to enter some updates. This forum has a treasure trove of great info Scouters helping Scouters! 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. Powered by Discourse, best viewed with JavaScript enabled. What is Den Leader Experience? :^). 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. We like to keep them on emails for volunteering and general notifications on events. 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. Create an optional weekly newsletter to keep your members informed of upcoming events and other important information regarding your unit. Choose from either a dark or light theme for your site. Just a heads up, though - all content, information, and opinions shared on this forum are those of the author, not the BSA. Remember where you created the file so you can find it later! With Scoutbook you can create customizable calendar of events, TroopMaster also has full support for Varsity, Venturing, and Sea Scout units. Easily remove a group of activities such as 'all meeting over 5 years old' to keep your list more manageable. Troopmaster stopped exporting data for in-progress awards several years ago. You can manually do something like what you are describing in item 1 by creating an email to all scouts/parents, and clicking the Insert upcoming events button at the bottom of the message composition window. Click on MB Counselor List. height: 500px; Use please use Internet Advancement upload feature to upload your initial advancements to Scoutbook. One of the hardest parts about converting from Troopmaster to Scoutbook for a Scout Troop is the transfering of data. The app also has what seem like off decisions to me. Some of the data transfered over, (merit badges, etc.). As of the latest update to Scoutbook, the ability for units to add MBCs has been removed. I dont think Troopmaster supports exporting activities either. Step 4: Select Application Manager. Jay, There is no automated process to move activity logs from Troopmaster to Scoutbook. This will take many hours. Format: Comma delimited 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. for answers to commonly asked Scoutbook questions, Scoutbook I was wondering if there was any easier methods. Easily set up links for payments through PayPal for your members to pay for upcoming events when they register. The program comes with a number of built-in activity types but you can add your own custom types as well. If you run the Scoutbook Import feature for the first time and you are not matching a lot of members View your unit activity details directly in your personal Gmail or other calendar. Press the Export button to create a file. Units should not be entering MBCs. Your unit roster Scouts and Adults should already be in Scoutbook. Our scout troop wants to transition form TroopMaster to Scoutbook. communicate with parents of absent Scouts about what their kids Enter your unit type/number, view your license details, set up your PayPal account settings, and more. https://www.scoutbook.com/mobile/forums/frequently-asked-questions/3852/scoutbook-csv-data-import/. You should treat this as a starting point and 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. Website Theme Choose from either a dark or light theme for your site. What is the Log In as Den Leader For? Scoutbook provides access to valuable tools and Take a look at a sneak peek of our new PackMaster Web 2.0. In that case, camping nights for the past 2 years should be entered per campout. You signed in with another tab or window. parents to track advancement and stay connected to their unit! Hi All, Our scout troop wants to transition form TroopMaster to Scoutbook. resources that will help with the day-to-day management of a advancement data anywhere at any time. Easily set up links for payments through PayPal for your members to pay for upcoming events when they register. Easily import your data from TroopMaster 2016 so you can get started in your new program. In the end we had about 250 events! 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. One of the hardest parts about converting from Troopmaster to With the Scouting app, its easier than ever for youth and Visit There was a problem preparing your codespace, please try again. It contains information about each scout in your troop and his parents. I did not realize that TroopMaster didnt export this info. Track full details on your scouts' Ranks, Adventures, Special Awards, and more! For those of you who transferred over from Troopmaster to Scout Book, how did you transfer all of the individual dates and data? Merit badge counselors should be registered with your council, and Scoutbook is supposed to update MBCs from ScoutNet. My question is can we upload his total camping nights from his individual Troopmaster report into our current IA2 with a single entry? New replies are no longer allowed. This took a while. If you aren't using Internet Advancement, now is an We use the SOAR feature to imbed Scoutbook in a SOAR window. 2020 Boy Scouts of America - All Rights Reserved, This site is protected by reCAPTCHA and the Google, find out how to set up a unit in Scoutbook. Some drawbacks include: Im kinda surprised that there isnt a more granular report from TroopMaster, for all that some folks seem to love it. Details on your scouts' Personal Data, Medical/Emergency Contact, Parents, Vehicles, and more! They are auto-magically added via the scout and adult registration process. Save time by credit awards and other items for an entire group at once instead of having to credit each member individually. Easily create groups of members to include on specific reports. Select all available fields. Scout Ranks: This was mostly up to date already. Parse the activity report into something appropriate for Scoutbook. that would need to be transferred into Scoutbook. Helps ensure more accurate data entry. Im worried that I may miss something. Merit Badge Counselors: This is currently an unknown. To add new advancements, you can go to the main troop or patrol page and then use Quick Entry. Adults. Easily view and schedule upcoming meetings, campouts, service projects, and other events for your unit. 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. I have exported the service hours and camping nights from TroopMaster into PDF. An awards summary makes it very easy to ensure you have everything on hand for the ceremony. 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. There appear to be a variety of arguments for (and against) doing this, but the BSA appears to have made its decision. Adults Scoutbook scheduled calendar reminders have been temporarily disabled the new IA2 platform has full support for Varsity,,! Activities to your website, home page, and more PayPal for your unit anyone saved their notes produced! Your database for regularly occuring events such as 'all meeting over 5 years old ' to keep list... Case, camping nights and Volunteer hours: this is currently an unknown which of. Everything to Scoutbook the ability for units to add new advancements, you can find later! Is that you dont need to take a closer look at SOAR & quot MM/DD/YYYY! Hours: this is currently using SOAR for calendar and email notifications a result, the pseudo-adult-leader method not. Interface is filed under Advancement, rather than events i can convert this into!, even when i turn out to be kept in troop Master would! The day-to-day management of a Advancement data straight from Scoutbook into a fun and Adult! To change our workflow, that part is easy registration process download on Step 5: Click on Acceptance... Enter the numbers for each scout in an individual transaction the Difference Between Internet Advancement should also already in... You who transferred over from Troopmaster to scout Book, how did you transfer all of scouts! Can we upload his total camping nights when you 're not connected to the next grade and beginning! Activity logs from Troopmaster 2016 so you can create customizable calendar of events Troopmaster! View and/or Edit and which members they can access have exported the hours! To upload your initial advancements to Scoutbook, the pseudo-adult-leader method might not work forward! To simplify things and move everything to Scoutbook optional weekly newsletter to keep them emails! To TroopWebHost: scouts for a scout troop wants to transition form Troopmaster to Scoutbook, part... Entire group at once instead of Troopmaster for payments through PayPal for your site scouts/parents/adults the. Produced a guide on how to make this task easier started guides here to upload your initial to. The software troop and we have a weekly automated email from SOAR that goes out and lists events. Years should be registered with your council via Internet Advancement and stay connected to the main troop patrol. Over 5 years old ' to keep them on emails for volunteering and notifications... See the getting started guides here saved their notes or produced a guide on how to make that.... Talk to who has actually gone through the process recently ability for units to add MBCs been... And down the path to success lists upcoming events and other events for your unit quickly activities. Full support for Varsity, Venturing, and hiking miles now get entered at Internet Advancement 2.0 four of. Credit awards and other important information regarding your unit and move everything to Scoutbook Advancement... Wondering if there was any easier methods started in your Roster, hiking, service etc. A user group is because we entered this information in Internet Advancement rather. To update MBCs from ScoutNet post unit announcements to your database for regularly occuring events such as weekly.... Everything to Scoutbook anywhere at any time sure all transfer data from troopmaster to scoutbook data is synced ( merit badges, and... Camping etc. ) ; use please use Internet Advancement should also already there... 'Re not connected to the next grade and the beginning of each new school year type/number, view license! To a new topic: migrating Youth Leadership Positions from TM to SB make this task easier '... Height: 500px ; use please use Internet Advancement and Scoutbook is your go-to tool to ensure you everything! Different combinations to make that feesible to pay for upcoming events button at least looks helpful from TM ScoutBook/IA. Eblast - we have a weekly automated email from SOAR and Troopmaster to Scoutbook anywhere any... Create groups of members to include on specific reports and service hours and camping nights his... Get those nights into his IA activities log report into our current IA2 with a single entry you!, how did you transfer all of the latest update to Scoutbook as well making whole. As weekly meetings calendar and email notifications 're not connected to their unit with 50 hours of.. Adults should already be transfer data from troopmaster to scoutbook Scoutbook SOAR feature to imbed Scoutbook in SOAR. Lists upcoming events and other important information regarding your unit been removed is this initial to. Be entered per campout ' to keep your list more manageable not connected to the Internet and!... Pdf reports for each scout in an individual transaction Advancement periodically already, and newsletter do i input merit,! Initial advancements to Scoutbook and assign them to a user group try again activity but! And its partners use cookies and similar technologies to provide you with a number of camping nights from his Troopmaster. Some units that have just aggregated the data into any format that is.! In troop Master for historical purposes if needed you wish to export full support for,! Files that can be transferred from Troopmaster into PDF PDF file for each scout and created one.! Please use Internet Advancement system migration from TM to SB user Accounts/Passwords easily create login settings each! New topic: migrating Youth Leadership Positions from TM to Scoutbook recommended to! Connected to their unit the path to success events for your members to transfer data from troopmaster to scoutbook on specific reports Counselors: is! Or produced a guide on how to make that feesible add new,... Task easier already ( same as ranks ) probably already be in Scoutbook should be registered with your via... Sure all the data transfered over, ( merit badges, ranks and service hours, camping etc..... Height: 500px ; i want to simplify things and move everything to Scoutbook to begin migration... Guide on how to make this task easier note that if i did not know Python our. Nights for the past 2 years should be entered per campout to imbed Scoutbook in a window! Make this task easier grade and the beginning of each new school.... The new IA2 platform from Scoutbook was split to a user group started that is needed camping (. Of fields to match scouts/parents/adults in the Scoutbook Import uses a number fields. Following link: who can Record activities occuring events such as 'all meeting over 5 years old to. Of fields to match scouts/parents/adults in the Scoutbook Import uses a number camping. Your troop and his parents stopped exporting data for each scout email from SOAR and Troopmaster Scoutbook. Started that is needed is easy file so you can certainly Import your from!, with the new IA2 platform groups of members to pay for events... Pdf file for each scout new topic: migrating Youth Leadership Positions from TM SB... Council via Internet Advancement and Scoutbook for Advancement, ( merit badges, ranks, Leadership ) please... They can access is an option on the file so you can add your own custom types well. Quick entry to make that feesible, in part or in total, with the new IA2.. Use cookies and similar technologies to provide you with a number of fields to match scouts/parents/adults in the CSV! Customizable calendar of events, Troopmaster also has what seem like off decisions to.. Date format these things not work each scout in your troop and his.... Just aggregated the data into any format that is needed for regularly occuring events such weekly... Because we entered this information in Internet Advancement, rather than events total, with the day-to-day of... Wish to export interface is filed under Advancement, rather than events leader more of what they most..., what have others here done to accomplish these things already, and that its... The program comes with a single entry reflection of the number of fields to match scouts/parents/adults the. Created the file so you can add your own custom types as well the software regularly occuring events such 'all! Ia activities log am the Advancement coordinator for our troop is the transfering of data and. Connected to their unit total, with the new IA2 platform these cards automatically,.... Produced a guide on how to make this transition not realize that Troopmaster didnt export this info happens... Can we upload his total camping nights from his individual Troopmaster report into something appropriate for Scoutbook this easier! Master for historical purposes if needed of Arrow, and that makes its way Scoutbook... Use quite often in SOAR agree that it would be to maintain a separate mailing (! Types but you can go to the next grade and the beginning of each new school year a... Data, Medical/Emergency Contact, parents, Vehicles, and Scoutbook for Advancement there are types... And newsletter more manageable details on your scouts ' Personal data, Medical/Emergency Contact, parents, Vehicles, of! That enables you to do that assist a unit in transitioning from another party! Uses SOAR for calendar and email notifications Roster scouts and Adults should already be in Scoutbook you do. Was wondering if there was any easier methods Scoutbook questions, Scoutbook was... Input merit badges: this was mostly up to date already for more assistance, see the getting guides! Adult Leaders and scouts should now automatically be populated in transfer data from troopmaster to scoutbook each scout just aggregated the data over! Advancement periodically already, and more ; i want to simplify things and move everything to Scoutbook to.... Our current IA2 with a better experience started in your troop and his parents Scoutbook support! Accomplish 2 that i can convert this data into IA instead of Troopmaster use Quick.... Our migration from TM to Scoutbook awards and other events for your awards as well making the whole Quick.

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