1. Install the Chrome/Edge Browser extension.

The OSP browser extension is available at OSP Chrome Extension Store Url

The source code of the extension is at wuzhuoqing/OspChromeExt (github.com)

Note that Edge browser also support install chrome extensions.

After installation you should be able to see OSP extension in Extensions list. You can choose to always show OSP extension on browser menu bar by click the "pin" button in Chrome or the "Eye" button on Edge. 

Click the OSP extension and you will see the popup windows.

2. Important note about the Chrome/Edge Browser extension.

The OSP browser extension is using "ActiveTAB" permission, means it will only get access the page after you click the extension. So please always go to the destination page first, and then click OSP browser extension to show the popup. It is ok to close the popup when moving between steps, the loaded data will be saved locally.

If some changes are made either on your PTA website or GiveBacks sites, please remember to re-load the memberlist. Those won't automatically refresh.

3. Load OSP members

First go to your PTA website, make sure you signed in with either admin or membership role users. Then click the OSP extension to open the popup, click the "Load  OSP Members" button. The OSP member list should be loaded. If you don't use OSP website, you can choose to upload a csv file by check the "UseCsv" checkbox.

4. Load GiveBacks members

Please go to the GiveBacks member list page, open OSP extension popup and click "Load GiveBacks Members" button.

5. Upload OSP members to GiveBacks

After both OSP member list and GiveBacks member list are loaded. the OSP extension will compare the list and show what are extra members to upload. You can select those rows and click the "Download GiveBacks UploadCsv" to download the csv file which can be used to upload to GiveBacks.

5.1 Close and re-open the extension popup if you need to download csv again. 

There are some caching issue and the downloaded file won't change even if changed selection. so please always close and re-open the extension popup if you want to make some selection changes.

After you download the csv file, go to GiveBacks website and use the ImportMembers button to upload the CSV.

5.2 If you have store item enabled.

If you have "Student" and "Parent/Guardian" item enabled for individual manual upload, you can play with the "Sync Members" button to use GiveBacks UX to upload member one by one automatically. You can first select only a few users, set the delay second to either 2 or 3 and click "Sync Members" button, OSP extension will add delay between each operation and so you can see what's going on more clearly.

6. Final step

After upload finished. Remember to follow "Load GiveBacks members" step again to refresh member list to ensure everything is uploaded and see updated compare results.

7. Batch Void members

If you need to void many members on GiveBacks at once, you can go to GiveBacks members page, load the members, and select members you want to void, and click the "Batch Void Members". It will void those members in GiveBacks. (Before GiveBacks support multi-select and void in their UI).