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Master Roster Sync

Updated over 4 months ago

This feature is only available with the following products:

This integration allows you to sync your Master Roster daily with your membership source (e.g., Clubessential, MembersFirst, Jonas, PGA of America). If there are any data changes (e.g., email, home address, member type) from your membership source, those changes will also propagate to your Master Roster during the sync. If new members are added to your membership source, they will also be added to your Master Roster during the sync.

The following membership sources can be synced with your Master Roster:

  • Clubessential

  • ClubSystems Group

  • ETX

  • Golf Manager

  • Golf Web Design

  • Jonas

  • Lightspeed

  • MembersFirst

  • PGA Sections

  • Vertical Nerve

  • CLICK HERE, for a list of other Membership Sources that can be enabled by our support team using "Generalized Master Roster Sync"

To have this feature enabled, contact our support team.

In this article, we will discuss how to set up this integration and sync your Master Roster.

Enabling Master Roster Sync:

After the feature is enabled, enable the Master Roster Sync by going to Customer Center > Customer Settings > Integrations (as shown below).

This allows you to sync your entire roster from the membership source.

After the initial import/sync, the event will sync daily (at midnight). The sync includes:

  • Addition of new members

  • Removal of canceled members

  • Updating the current member if their information changed (e.g., email, address, etc.).

You can always manually force a sync by going to Customer Center > Customer Settings > Integrations > "Member Source" Roster Sync > Sync with "Membership Source."

Synced Data Fields:

You may also want to control what data fields are imported from your membership source (Note: PGA Section users cannot control this. All data fields will be imported). To do this, go to Customer Center > Customer Settings > Integrations > Fields. Select the data fields to import (as shown below).

You can also force a sync by clicking "Sync with [Membership Source]" on the top right.

Club-Tournament Category (Golf Manager Only):

For Golf Manager Users, select the appropriate club to be used for your roster sync (as shown below).

New Golfer Notifications:

You can enable your customer managers to get a notification when new members are added to your Golf Genius Master Roster after an automatic master roster sync has occurred. Select the customer manager(s) to receive notifications and click "Save" (as shown below).

Propagating Changes to Existing Events/Leagues:

When the sync occurs and changes are imported to your Master Roster, you can select what events and leagues should inherit the changes. To do this, select the "Leagues Events" tab and select the events/leagues that should be "tightly coupled" (as shown below). You can also filter the events/leagues by season or do a general search by name.

Filtering Membership Sync:

You can filter the membership to determine who is added to your master roster based on the custom fields of the membership. For example, if you have a membership that includes golf members and social/tennis/dining members, you may only want to sync the golf members.

The following membership sources can be filtered when syncing with your Master Roster:

  • Jonas

  • Clubessential

  • MembersFirst

  • General Master Roster Sync

  • Chronogolf

Note: The fields available for filtering will be dependent on the data provider.

To sync only a specific group of members based on a custom field from your membership source, check the box for "Incoming Master Roster Sync Filtering." Then you can exclude golfers based on a custom field and shared value. First, select the data field containing the information you want to filter by and then select the answers you want to filter out and apply the filters. You can add several answers to be excluded from the sync (as shown below).

Deleting Synced Members:

Synced members can be deleted from the roster, so they cannot register for open events/leagues. For complete details on deleting synced members, Click Here.

GHIN Update Override (GHIN Clubs Only):

If you would like to limit what information is imported and copied from GHIN when refreshing the Master Roster, check the box on the integration page titled "When refreshing the master roster from GHIN, update only the Handicap Index and any empty member fields; do not overwrite existing personal information in the roster" (as shown below).

If this option is checked, only the following member information will be overwritten by the data from GHIN:

  • Handicap index

  • Differential

  • Existing Empty fields (e.g., address 2)

Master Roster Sync Logs:

All the activity of any master roster sync (automatic or manual) can be viewed under the Master Roster Sync Logs Tab (as shown below). Additionally, view logs for all the events/leagues to which the changes have been propagated by toggling the "Include Propagation Logs" option.

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