Roster Sync - ClubTec Export

Owned by Emily Latham
Last updated: Feb 01, 2023 by Emily Carlson
1 min read

Overview

This guide reviews how to pull a member roster file from ClubTec to import it into the website Directory using Roster Sync.  

Required Permissions

  • Admin

Pull ClubTec Member File

  1. Open the ClubTec Manager

  2. Select Applications.

  3. Click Reports.

  4. Click Report Selection.

  5. Click the + sign next to Membership to expand the options.

  6. Click the + sign next to Listing Reports to expand the options.

  7. Click Roster Export and open rptMemListRosterExport.

  8. Click the Preview Report” tab.

  9. Change the Supress Header option to NO, then click OK.

  10. Click the disc icon on the top left hand toolbar (this could take 1-2 minutes for the disk to appear).

  11. Click the Export to Text tab and click the ‘...’ to browse for the destination file path.

  12. The location to export should be set to c:\ce_rs (or where the ce_rs folder is located on the computer).

  13. Name the file memberroster.

Best Practices

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, then run through Sync Client.  Please contact Clubessential Support for more information on running statements.