Import Your Data
Overview
If you already have a roster in a spreadsheet, you can import it directly into Scout Manager using a CSV file. This is much faster than adding members one at a time.
Required role: Administrator or Leader
Steps
1. Navigate to Data Import
Go to Admin → Data Import from the main navigation.
2. Download the Template
Click Download Template to get a pre-formatted CSV file with the correct column headers.
3. Fill In Your Data
Open the template in Excel, Google Sheets, or any spreadsheet app. Fill in one row per member:
| Column | Required | Description |
|---|---|---|
first_name | Yes | Member’s first name |
last_name | Yes | Member’s last name |
email | No | Email address (required for adults who will log in) |
type | Yes | scout or adult |
birthdate | No | Format: YYYY-MM-DD |
phone | No | Phone number |
rank | No | Current rank (e.g., “First Class”, “Bear”) |
4. Upload the CSV
Click Choose File, select your CSV, and click Upload.
5. Review Results
Scout Manager will show you:
- ✅ Successfully imported rows
- ⚠️ Rows with warnings (imported but check the data)
- ❌ Rows that failed (with the reason)
Tips
- Make sure your CSV is saved in UTF-8 encoding
- Dates must be in
YYYY-MM-DDformat - Duplicate detection is based on first name + last name + email
- You can run the import multiple times — duplicates will be skipped
What’s Next?
- Assign leadership roles to your imported adults
- Organize into dens/patrols