Copy Events from Any Crew Manager Site Calendar

Import Events from Any Crew Manager Site 

The Crew Manager main site and other subscriber sites include events that may be of interest to Crew Manager subscribers. Crew Manager subscribers may easily copy these events to their own site. No crew information is imported, only selected events along with the description box and custom fields .  Importing events from the Crew Manager main site has the benefit that custom fields used for items such as the NOR, Scratch Sheet, SI, etc. are updated periodically on the main site.  Updates are also made for information in the event Event Payment / Tickets Information and the Club or Organizing Authority fields.  These updates are automatically updated on any site where the event was imported.  This also occurs if you import an event from any site.  If the original site owner updates the event special fields, payment or organizing authority information, these will automatically be updated on the site where the event was imported to.  The following describes how to import events from any Crew Manager site.

  1. If already logged in and in the WordPress Admin screen, proceed to step 3.
  2. Log in to your Crew Manager site as the Skipper if you have multiple logins. The Skipper menu will appear in the menu bar.
  3. The WordPress Admin screen will load.  The Admin dashboard is displayed.  You may click on the dashboard button + Import Events  or on the left side menu, mouse over Crew Manager and click on Import Events.

  4. The importer page opens with the upper section for spreadsheet import and the lower section defaults to the Crew Manager Master Site with a dropdown selector and a year dropdown selector to import other site events.  The dropdown for Year is limited to 3 years in the future. Directions are provided at the top of the event table.
  5. You may filter the site being viewed by year, categories and tags using the dropdowns on the line having the title of the site in blue (e.g. Sample Boat Site above). This is helpful for the main Crew Manager site where tags are used to group events in geographical areas. The dropdown for Year is limited to 3 years in the future.
  6. Check Copy boxes to select events to copy. Mousing over events displays the content. (Tip: Mouse over right half of row while mousing down the screen to rapidly display events. Mousing over the Copy and Date columns prevents the pop-ups and makes it easier to check the boxes.)
  7. Click the blue Copy Events button located below the table.
  8. A message indicating successful copy with a table showing the copied events is displayed.
  9. Mouse over events after the screen refreshes. Copied indicators replace the checkmarks and your Boat Name is listed as the Calendar Source. Mousing over a copied item displays the copied item and provides a direct link to edit.
  10. Edit individual events by clicking on the edit icon in the pop-up, or on the left menu mousing over Events then clicking on All Events, or by clicking on the Event Title link in the table. The event will open on a new page for editing. Events are automatically displayed on the Calendar. You have the ability to assign the events to categories (e.g. PHRF, ORR, etc.), change or add an image and update the event descriptions.
  11. Events copied are linked to the original event so that any custom field updates on the original event (e.g. an Amendment to the NOR is posted) are automatically pushed to the copied event.  Race results are excluded from these updates. Below shows the custom field added with the link protocol back to the original event.

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