Accessing the Tool

Only Admins have the ability to access Roster Sync. Follow the steps below, if you are an Admin:

Hover over the Admin bar in the top left.

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.

 After a sync is performed, new members that are to be added to the Club Directory will appear in the Additions Queue.

First, verify that the members in the Additions Queue should be added to the Club Directory.

Next, click on the member’s name(s), then click Confirm Selected to add the members to the Club Directory.

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.  

Click on the member’s name, and then click “Delete Selected” to remove from the website.

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.

 If a member’s member number has been changed, then the old member number will appear in the Deletions Queue, while the new member number will appear in the Additions Queue.

If both member numbers are kept, then there will be a duplicate entry for that member. In order to ensure nothing is lost, the Queue has an option for Matching.

 Matching reconciles the differences between the two accounts while deleting the old account and keeping the new account.

 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.  

 Click Update Status Types to review, or make changes, to the Status Types allowed in the Club Directory.

The Status Type interface will launch and will list all available Status Types. Click  the boxes to check mark statuses that should be active on the website.

Next, run Roster Sync again and the members with the newly selected status type will show in the Additions Queue.