If your pack is using PackMaster™ or TroopMaster™, you may be able to export a file with information about your adult leaders.
This file can be uploaded into your database.
Begin by exporting the Adult file from TroopMaster™:
- From the "File" menu, select "Export ASCII".
- On the Export Data screen, check the box that says "Include field names as first line of export"
- Set the delimiter to be a comma.
- Select "Adult Data" as your area.
- Select "MM/DD/YYYY" as your date format.
- Select all available fields.
- Press the Export button to create a file.
- Remember where you created the file so you can find it later!
Then, in TroopWebHostCS, go to the Membership menu and select Upload Adults From TroopMaster™ from the Upload Members submenu.
You should see the screen shown here:
Click the Browse button to find the Adult file that you exported from TroopMaster™.
Click the Upload Adult File button to begin loading this data into your database.
This will add each adult leader in the file to the Active Members page.
It will also create a User ID and Password for each new adult.
Should You Update Existing Records?
The two checkboxes on the screen only apply if you have previously transferred data from TroopMaster™.
If you check Update Existing Records the system will attempt to find a match on first, middle and last name and
apply all of the information in the upload file to your database.
If you check Trial Run? it won't actually update your database, but it will show you which records found a match, and which did not.
These options allow you to keep your TroopWebHostCS database in synch with TroopMaster™.
We do not recommend this approach because it will overwrite any changes made to the data directly in TroopWebHostCS.
Since each member has the ability to update their own contact information from the My Stuff menu, you really can't prevent this.
If you do choose to update existing records, we recommend using the Trial Run option to verify what records will be added and which will be updated.