What files can be imported?
The Import feature allows you to accomplish these tasks:
- Import "Player information" to populate an empty Roster or add players to an existing Roster within Handicap System. Import can include first name, last name, address, phone, email, Index, handicap and more.
- Import "Scores" into an existing Roster with a list of players to whom the scores will be matched by ID#.
If you are just starting off with Handicap System and moving data from some other software or service, you will want to first import Player Information and, second, Scores.
Data in a variety of configurations from other programs including Excel can be imported into Handicap System. You may have just a first and last name, name plus a numeric ID, name and ID with scores, etc., that you can import. The file you import must have a file extension of .txt or .csv. Most software programs and services have a way to output your data in a text file delimited by a comma, space, tab or semicolon. If you are importing non-score player information, make sure that each player's information is on one horizontal row. If you are importing player scores, make sure each player score is on one horizontal row with an ID# that matches the ID number of the player in the Roster into which you are importing the data.
When importing, if you already have names in the Handicap System Roster into which you are importing, the program will first attempt to match people by looking for a matching player ID number. If a number is not available, then the program will attempt a match with the first and last name (Jim and James or Dick and Richard may be the same person to us humans, but to the computer it is not a match even with the same last name).
If you are importing the data into an empty Roster, then no matching is necessary (except if you are importing scores in which case the first and last names must match for all scores by an individual player).
In order to import, you will need to
- Create a new or load an existing Roster into which you want to import data.
- Select "Import Data..." from the File button.
- On the Import what window, select whether you are importing File with Player information per row (no scores) or File with Score information per row. If you are importing Scores, you must already have players in the Roster to whom the Scores can be matched by ID#. Also select whether the Player Information or Scores are for 18 or 9 holes. Click on the Next button.
- On tab "2. File To Import" click on the button labeled "Select".
- Select a file on your computer to import by double-clicking on the file name or highlighting the file and clicking on the Open button.
- You will now see a preview of the data in the file you are about to import (see image in Step 4 above). Click on the Next button.
- Select how the data being imported is delimited (separated) by choosing Comma, Tab, Space or Semicolon. Depending on the source data, you may need to select a Text qualifier (by clicking on the button) to make your data preview look right. Once your data looks correct (see next two images), click the Next button.
Correct: This image shows a correctly defined set of data as each piece of data is in a column by itself as it should be (last name/first name can be imported in together in one column if that's how it is in your originating software/service).
Incorrect: This image shows an incorrectly defined set of data as more than one kind of data is in each column.
- Select the Items to import. For each column select "No import," if you do not want to import that column of data, or choose an item from the drop down menu for each column corresponding to the data displayed in that column such as ID# - Player ID, LastName, FirstName, Home Phone and Work Phone. Then click on the Next button.
- Look at the information displayed (circled in green below) on the Verify Import tab and see if it is correct. If the information is correct, click on the Import button. If the information is not correct, go back and correct some of your selections to correct it and then come back and verify again.
If your importation of data did not work as you intended it to, you have an opportunity to get back to the data you had prior to the import attempt.
- Click on the button labeled "Rollback a previous import".
- Click on the link "Rollback" to the right of the most recent import.
- Type "ROLLBACK" or "rollback" into the box.
- You will then receive a "Rollback complete!" message. Click on the Close button.
Note: You can only roll back the most recent import.