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Content

 

Pulling

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ClubTec Member File

Access your Jonas Club Management Application.

 Click on Club Management > Member File > Member Import > Member Master to ASCIIFirst, open the ClubTec Manager and then select Applications > Reports.

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A pop-up window will then appear with export options.

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The pop-up will list:

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Click OK to run the export.

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Once the process is complete, you can then run the Roster Sync utility to import the member list into the website.

FAQs

 

Q: The export I generated is missing members, what happened?

A: If the export settings were altered in any way, this could result in not pulling the correct information which may cause missing members in the export. Contact Clubessential Support to review the proper settings. Before making any changes to the export settings, be sure to consult with Clubessential Support first.

Best Practices

 

  1. Before you run the Jonas Export, it is best to contact your IT Company that manages the server that Jonas is running on. Since the Jonas export must be ran from a computer at the club and the statement data must be extracted from the server using Gofer, setting up a time to speak with the IT Company managing the server will expedite the process, and help to prevent delays in getting the install finished.

  2. Make sure to check the Filename path for where the export will be saved so you can easily retrieve this when you’re ready to run Roster Sync

Downloadable Guide

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FAQs

 

Q: My statements aren't up to date on the website.

A: This is because with Club Tec, statements have to be manually generated than ran through Sync Client.  Proper training for the client so they have a full understanding will prevent this from coming up and will ensure that the Club can keep Online Member Statements current with the information in Club Tec.


Downloadable Guide

ClubTec Export for Roster Sync

Back to Getting Started

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