If you are a Clubessential customer, your members (and their information) can be imported to Golf Shop and synced from your Clubessential Roster every other day. Some considerations should be made before enabling this integration:
There is a fee from Clubessential to implement this integration.
Are you syncing your Clubessential roster to Golf Genius Tournament Management?
We will cover a couple of scenarios to help you decide if you should consider implementing this integration:
Scenario to consider implementing this integration:
Scenario 1: You do not have Tournament Management and want your Clubessential roster synced to Golf Shop.
Scenario 2: You do not sync your Clubessential roster to Tournament Management but want it to sync to Golf Shop.
Scenario 3: You sync a portion of your Clubessential roster to Tournament Management, but you want more synced to Golf Shop.
Scenario to not consider implementing this integration:
Scenario 4: You do not have a Clubessential roster.
Scenario 5: You sync your Clubessential roster to Tournament Management and want the same roster synced to Golf Shop. In this case, utilize the Tournament Management Roster Sync.
Given the considerations listed and you meet one of the scenarios, if you are interested in implementing this integration, please contact our customer success team to have the integration enabled, and you can proceed to the instructions below.
In this article, we outline the integration with Clubessential, enabling seamless synchronization of your rosters.
Enabling the Integration:
To enable your Clubessential integration, follow these directions:
Navigate to Club Details > Integrations.
Locate the section titled "Clubessential Integration."
Click "Clubessential Roster Sync Settings" (as shown below).
Enter the following:
Domain: Enter your Clubessential Domain.
Admin Credentials: Enter the username and password associated with your Clubessential account.
Click Sync Clubessential Fields.
Select the fields you wish to sync to Golf Shop (as shown below). Note: Several fields are mandatory and can not be unchecked.
Apply filters to exclude synced members based on their attributes. Multiple filters can be applied, and if any of those rules are matched, the member won’t be synced to Golf Shop.
Click "Save" to save the integration.
Making Changes to Member Profiles:
If you use the Clubessential roster sync, making all member roster changes in your Clubessential Roster is very important. The changes will then be reflected in the next sync. The only time changes in the Clubessential roster will not be reflected on the Golf Shop roster is when custom fields are locked from being overwritten. For more details on locking custom fields, Click Here.
Post-Setup:
Initial Sync: Depending on the size of your member database, the initial sync may take some time to complete.
Ongoing Syncs: Subsequent syncs will occur automatically every other day.
Monitoring: Monitor the integration status within the Golf Genius Golf Shop settings page.
Troubleshooting: If you encounter any issues, please refer to the troubleshooting section below or contact our support team.
Manual Sync:
If you wish to force a sync manually, you can do this from the roster. To do so, follow these directions:
Navigate to Club Details > Members > Roster.
Click CE Master Roster Sync. Once pressed, a job will begin importing members according to the above rules.
Troubleshooting:
Data Sync Errors:
Verify your Clubessential API credentials.
Check for any network connectivity issues.
Ensure that the required data fields are available in your Clubessential account.
Data Discrepancies:
Review the last successful sync time to identify potential data changes.
Manually compare data in both systems to pinpoint discrepancies.