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Generalized Master Roster Sync

Updated over 4 months ago

This feature is only available with the following products:

Generalized Master Roster Sync is an integration that allows you to import your Master Roster daily with a source outside of our system. This integration works if you use one of the following products to manage your club membership:

  • BRS/G1

  • Club Prophet

  • Club Unity

  • ForeTees

  • ForeUp

  • GGGolf

  • Golf Canada

  • Golf Manager

  • NorthStar

  • Proshop Tee Times

  • Teesnap

  • Tenfore

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

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

Setting up the Generalized Master Roster Sync:

To set up the integration, contact support to enable this integration option.

  1. Go to Customer Center > Customer Settings > Integrations > General Integrations. Enter the following information and save:

    1. Master Roster URL on Vendor Website:

      1. For Northstar users, enter the URL "http://[clubwebsitehomepage]/northstar/api/jso", but replace "[clubwebsitehomepage]" with your actual club website homepage.

      2. For ForeTees users, contact ForeTees for your mapping URL.

    2. Admin Username: Enter your Northstar or ForeTees Admin Username.

    3. Admin Password: Enter your Northstar or ForeTees Admin Password.

  3. Additionally, you can define the following information:

    1. Handicap Index Update: All handicap index updates from the membership source.

    2. General Roster Sync Unique Custom Field: Define the custom field used to sync the membership source and master roster

    3. Self Register: Allow members not part of the Golf Genius Master Roster, but part of the membership source roster, to self-register.

    4. 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).

  4. Click "Save."

Enabling Master Roster Syncing:

To sync the master roster, go to Customer Center > Customer Settings > Integrations > General Integrations. Move the slider to enable the master roster sync (as shown below).

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.).

Manually Syncing Master Roster:

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

Synced Data Fields:

You may also want to control what data fields are imported from your membership source. To do this, go to Customer Center > Customer Settings > Integrations >General Integrations > Fields. Select the data fields to import (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.

Note: The fields available for filtering will be dependent on the data provider and may not be available to all data proiders.

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).

Overriding Options (Golf Canada Only):

Allows managers the option to edit various information about a golfer’s master roster profile through Golf Genius without having to update it in Score Centre. The following fields to be editable:

  • First Name

  • Last name

  • Handle

Those fields that are updated by a manager will not be overwritten when performing a future sync. The rest of the fields (e.g., email, Handicap Index, etc.) will still be synced as expected

Related Articles
Overview of System Integrations
Master Roster Sync
Generalized Event Roster Sync
ForeTees Round Roster Sync
Master Roster
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