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Overview
Roster Sync is a tool that utilizes the member roster your Club’s accounting software to populate the Online Member Directory. Use Case(s) This is used to sync the data in club accounting software member roster to the Online Member Directory. |
Video
This video provides a short tutorial on Roster Sync.
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| Total Video (Length) | 5:24 | |||
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| Accessing Roster Sync | 0:23 | Matching Members | 2:06 | |
| Additions Queue | 1:19 | Status Types | 3:22 | |
| Delete Queue | 1:46 | Best Practices | 4:00 |
Content
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Accessing the Tool
Only Admins have the ability to access Roster Sync. Follow the steps below, if you are an Admin:
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Click on “Roster Sync” in the Interfaces sections.
Understanding the Additions/Deletions Queue
The Additions/Deletions Queue in the Roster Sync interface is one of the most crucial components of a successful Roster Sync. It is the final confirmation of any member added or removed from the Club Directory. A full understanding of this queue is necessary to ensure a successful sync and the avoiding of members appearing in your Club Directory more than once. The Additions/Deletions Queue must be managed after every sync in order to update the Club Directory.
Additions
The Additions queue is used to pull in new members that match the status types you want to show in your Club’s Directory. You will need to confirm every new addition.
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Note: if members are NOT managed in the Additions Queue first, then they will NOT be added to the Club Directory.
Deletions
If a member is no longer with the Club or is moved to a status type that your Club does not wanting showing up in the Club’s Directory, they will show up in the Deletions Queue for you to confirm their removal from the Club Directory.
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Conversely, you may click “Keep Selected” to keep the member on the website. If the member was added to the Delete Queue, but shouldn’t be here, check their settings in the accounting system.
Matching
Members may end up in the Additions Queue and the Deletions Queue on the same sync.
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Highlight both accounts, and then click Match.
Selecting Status Types
In some cases, your Club may make a new status types for new members coming through or decide that other status types should have access to the Club website.
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Next, run Roster Sync again and the members with the newly selected status type will show in the Additions Queue.
FAQs
Q: I performed a Roster Sync, but new members are NOT showing in the Directory. Why?
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A: If the member’s number was recently updated, then you will have two accounts on the site at once. In order to consolidate, run a Roster Sync. Next, access the Additions/Deletions Queue. You should see the member in both the Additions/Deletions Queue at the same time (Deletions Queue will have the old member number, while the Additions Queue will have the new member number). Click on both names and then click Match. This will merge the two accounts, while deleting the old account and keeping the new account.
Best Practices
- Never make any manual changes to the member’s profile in the website directory without making sure it is also updated in the accounting system. If a member is allowed to edit portions of their profile and the change isn’t reflected in the member roster in your accounting system, those changes will no longer be in the Club directory. Since Roster Sync makes the information in your accounting system the information that shows up in the Club directory, you need to make sure that any important information is placed on the member roster in the accounting system. However, members and admins are free to alter the username and password field.
- NEVER MANUALLY ADD A MEMBER TO THE WEBSITE DIRECTORY. Doing so will cause double members to show up and throw off the Roster Sync process. Please always use the Roster Sync tool to give new members website access.
Downloadable Guide
Axis - Roster Sync