The Roster Import File should be a comma delimited file that includes quotes (") around text fields. An example Microsoft Excel file can be downloaded at https://soarol.com/RosterImport-V2-Examples.xlsx
The format description below contains field "sections" for easier understanding of the format. Section labels do not represent an actual field (row) that needs to be created.
The file should contain the following rows.
- Youth Fields
- Field: Last Name
- Field: Suffix
- Field: First Name
- Field: Middle
- Field: Nickname
- Field: <blank>
- Field: Group name. If this Group does not exist, it will be created during the import process
- Field: <blank>
- Field: UserID (optional) - the user login id for the youth. If left blank, a UserID will automatically be created.
- Field: Email Address (optional)
- Field: Cell phone (optional)
- Primary Parent Fields
- Field: Last Name
- Field: Suffix
- Field: First Name
- Field: Middle
- Field: Nickname
- Field: <blank>
- Field: UserID (optional) - Should not be left blank for parents with multiple children - see below.
- Field: Email Address
- Field: Street Address
- Field: City
- Field: State
- Field: Zip
- Field: Home Phone
- Field: Work Phone
- Field: Cell Phone
- Alternate Parent Fields (optional)
- Field: Last Name
- Field: Suffix
- Field: First Name
- Field: Middle
- Field: Nickname
- Field: <blank>
- Field: UserID (optional) - Should not be left blank for parents with multiple children - see below.
- Field: Email Address
- Field: Street Address
- Field: City
- Field: State
- Field: Zip
- Field: Home Phone
- Field: Work Phone
- Field: Cell Phone
A couple of notes for handling special situations
- If you have an adult member of the Group that does not have any children, leave the Youth fields blank and only fill in the Primary Parent fields
- If a parent has multiple children you should type all the parents information into the first Youth record, including UserIDs for both parents. On the second child, just fill in the same UserID fields for Primary & Alternate parents - leave the rest of the parent information blank. This will make sure multiple parent records are not created.