Upload Individual History

TroopMaster™ can produce two reports that contain most of the information about each scout's achievements and participation in troop events:

The next page of the User Guide will show how to load the Individual Participation History report.

The Individual History report is available in two versions:  one that uses the 2016 rank requirements which you select from their "Awards/Advancement" submenu under "Reports", and an "old rules" version which you select from their "Awards/Advancement (old rules" submenu that uses the previous rank requirements.  You will need to produce both versions of this report to successfully transfer your rank advancement data.

To produce this report:

After you've created the files, open them to verify that all of your active scouts are in both files.  If you are unable to achieve this, you may want to use the alternative One File approach, which only uses the "new rules" version of the Individual History Report.

When you are ready to upload these files, log on to your TroopWebHost site and go to Advancement → Upload Advancement → Upload Individual History to view a page like the one shown below.

Use the Browse button to find the file you wish to upload.

Always begin with the version of the file that uses the 2016 rank requirements.  After you've successfully loaded this file, immediately load the "old rules" file.

Here's why they must be loaded in this order.  By default, in TroopWebHost all scouts will be set to use the 2016 requirements.  The file with the 2016 rank requirements contains clues that allow us to detect scouts who completed a rank using the previous requirements.  The upload will reset those scouts to the old requirements, which will allow the "old rules" file to populate those ranks for those scouts.  (This "reset" is not permanent, which is why the second file must be loaded immediately after the first one.).  The "old rules" file does not provide any clues as to which version of the requirements the scout used for a given rank, so it cannot be loaded first.

Click the Upload Individual History Report button to begin the upload.

The program will transfer the following data:

The Individual History report includes no indication of whether a given rank, merit badge or award has been recorded or presented.  As a result, the upload will not set the Date Awarded, Court of Honor Date, or Date Submitted to Council.  These dates should be set after the upload using the Set Award Date function.

The upload may take several minutes.  When it finishes, it will display a status report like the one shown below.

The status report begins by listing the awards, leadership positions and training courses for which an exact match could not be found.

This may be because the name of that item is spelled differently in TroopWebHost.  Or it may be missing entirely from TroopWebHost.

Save a copy of this report. You can copy the entire page and paste it into a word processing program if you don't want to print it.

Then update your TroopWebHost tables to make spelling corrections or add missing entries:

Once you've updated these tables, you can reload the file again.  You can reload the file as many times as you'd like without fear of creating duplicate entries.

One File

If you were unable to create the "old rules" version of the Individual History Report with all of your scouts, click the Switch to One File Version button on this page.

This will take you to a page that only requires the "new rules" version of the report, as shown below.

The limitations of this approach are:

The process for creating and processing the files is the same as described above, except that you will only upload one file that was created using the 2016 requirements.

If you have any problems with the upload that you cannot resolve, please attach both files to a support ticket along with a detailed description of the problem, and we will try to resolve it for you.