Every coach has a list of their team somewhere, and they don’t want to have to enter all of that information again, do they? OnePlaybook makes it easy to add your entire team all at once so you don’t have to sit there entering each individual’s information into our playbook software. Let’s see how it works.
First, a coach just has to log in and go to the Roster page. You can see here that there is a section towards the bottom right that reads “Choose a CSV file to upload:” with a Browse button.
Well, what is a CSV file? That’s the abbreviation for Comma-Seperated Values, and can also be called a Comma Delimited File. Essentially it is a spreadsheet where instead of lines showing the different rows and columns, commas do that instead.
So, let’s fire up Excel (or your favorite spreadsheet application).
I’ve created a simple spreadsheet with two entries as an example. The colums are for first name, last name, position, email and password, just like when a coach wants to enter a single player’s or coaches’ information.
Notice in my spreadsheet that even though those are clearly what each column is for, I do not have labels at the top for those columns. Otherwise, I would end up with a player called “First Name Last Name” play at “Position” and have an email of “Email.”
Now, I am going to select “File” then “Save As…”
Depending on the program you are using, it may appear slightly differently, but you are looking for a drop-down that will be labeled something like “Format.”
Pressing on that will give you a lot of options and you want to select CSV or Comma Delimited.
After saving, you may be asked a few questions depending on your software. All you have to do is hit Ok or Yes to get through those.
We’ll go back to our team’s OnePlaybook Roster page now. We are going to hit Browse and find where we saved our CSV file. Just select it and press Open and we’ll come back to the Roster page.
The last step is to hit the Upload button below. After a few seconds, our file will upload and our team will be added.
All of the new coaches and players will be added and sent a notification email.
Our player and coach have been added quickly and easily so they can immediately start using our online playbook software. One thing to notice is that every player or coach is initially added as a player, so you will need to quickly edit coaches and give them coach priveleges on the Roster page.
The last thing to realize is that there are a lot of different spreadsheet programs available, so saving a CSV file might be slightly different based on your application and version. If you have problems, please contact us or use the comments section below and I’d be happy to work things through with you.