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Video

This video provides an overview of how to Run a Member Export for Jonas.

Note: Sections of the video have been referenced below with corresponding times in the video for ease of access

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Content

 

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Use Case(s)

Each time your online member directory needs to be updated, the member roster file must be pulled from Jonas and uploaded to the website using Roster Sync.  
 


Pull Jonas Member File

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  1. Click

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  1. Club Management

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  1. .

  2. Click Member File

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  1. .

  2. Click Member Import/Export

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  1. .

  2. Click Member Master to ASCII.

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  1. A pop-up window will

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  1. appear with export options

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  1. :

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    1. Club to Capture - the club name

    2. Path / Filename - where the Export will

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    1. save to your computer

    2. Field Settings

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    1. - formatting and custom fields

  1. Click OK to run the export.

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  1.  

  2. Once the process is complete,

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  1. run the Roster Sync utility to import the member list into the website.

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FAQs

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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.

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Downloadable Guide

Jonas Export for Roster Sync

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