Adding and maintaining players to an event, league, or trip can be done in many different ways. One of the many methods is via spreadsheet. In this article, we will discuss how to upload a spreadsheet of players to an event or league and making changes to an existing roster via spreadsheet.
Compiling the Spreadsheet:
Below is an example of a spreadsheet that can be uploaded.
Before uploading, these rules must be followed:
Spreadsheet must be in XLS, XLSX, or CSV format.
Spreadsheet must have only one worksheet.
The first row must have column headings (eg email, first name, last name).
Each row should only have the data for one golfer.
Last name is a required column.
We highly suggest including:
Email: This allows you to email your players and register them to the event or league.
Handicap Service ID (e.g., GHIN #, GolfNet #): This allows you to quickly update Handicap Indexes and post scores.
Handicap Index: If handicap service ID is not provided, then we suggest adding the player Handicap Indexes. If you have Course Handicaps instead of Handicap Indexes, enter the Course Handicaps in this column. You can later select the option to use the data in this column as Course Handicaps. Click Here for instructions.
Gender: This allows you to separate men and women into different flights and divisions much quicker if needed. Also allows you to set course/tees for each gender easily.
Tee: If multiple tees are being played, then assigning the tees to the players here will save you time when setting the course/tee.
Team: If a team list needs to be created, then assigning each player to a team on the spreadsheet will allow you to create teams using that column later in the setup process. Click Here for details on creating team lists.
Other Important Custom Fields: You can add any other important fields like shirt size, phone number, division, and flight. These may come in handy during your time managing events and leagues. For more info on creating custom fields via spreadsheet, Click Here.
Uploading the Spreadsheet:
When the spreadsheet is compiled and ready to upload, go to Golfers > Upload Roster from Spreadsheet > Choose File. Find and select the spreadsheet from your computer.
You may need to match some of your columns to our attributes. We may automatically match some columns, however, there may be some unmatched columns that you need to match. For instance, in the sequence below, a spreadsheet is being uploaded that has a column named "First" and a column named "Last". When uploading, it cannot be assumed that "first" means first name and "last" means last name so it leaves them unmatched until you match them. Any unmatched column will still be uploaded as a custom field.
Once all columns are matched, import the spreadsheet. Your roster will then be loaded.
Making Changes via Spreadsheet:
You can also make changes to the roster via spreadsheet (e.g., adding new players, changing Handicap Indexes, adding new columns of information) after the original spreadsheet has been loaded. This is sometimes preferable when there are many changes that need to be made to the roster and it may be quicker to make the changes on the roster spreadsheet rather than going to Golfers > Event Roster and making changes individually.
To do this:
Go to Golfers > Download Roster to Spreadsheet.
Open the newly downloaded spreadsheet.
Make the necessary changes.
Note 1:You can add new players by entering their information in the next available row.
Note 2: You cannot delete players via spreadsheet.
Note 3: Do not sort any columns unless you un-hide column A (Column A is always hidden by default and includes player ID numbers).
Go to Golfers > Upload Roster via Spreadsheet > Choose File. Select the most recent spreadsheet. IMPORTANT: Only the most recently downloaded spreadsheet can be uploaded back to the event or league. To identify the latest version, look at the file name of the spreadsheets downloaded onto your computer. The version number will be included in the file name (e.g., V1, V2, V3).
Review the proposed changes that are identified.
Above is a screenshot of the summary of changes page. We will show you the data that was originally there on the left. On the right, we will show the change in the data. If the proposed changes are correct, click "Yes, apply changes".
The changes will then be loaded into the event or league.
Resetting Current Roster with a New Roster:
You can completely wipe out and delete a league or event roster (if it hasn't started) and replace it with a new one. To do this:
Go to Golfers > Upload Roster from Spreadsheet > Choose File. Select the new spreadsheet of players (it cannot be the most recently downloaded spreadsheet).
Click "Reset Roster" and the current roster will be deleted and replaced with the new roster. Do not take this action unless you are certain you'd like to delete the roster.
