Direct TMG import is much more complicated than other imports because it tries to also preserve source and sentence templates. Often doing cleanup in TMG before importing into RootsMagic will provide better results, as will some cleanup in RootsMagic after import.
Introduction
You can import a tree directly from The Master Genealogist (TMG) into RootsMagic. This usually keeps more information than transferring through GEDCOM. The two programs handle some facts, sources, and report sentences differently, so check the results and expect to make some corrections. This topic explains the known differences and how to prepare.
RootsMagic’s direct TMG import attempts to preserve not only the basic genealogical information like names, events, notes, and media, but to also preserve witnesses (with roles), source templates, and sentence templates.
Known Issues
RootsMagic will attempt to import all information, but there will be some information which doesn’t appear in RootsMagic exactly the same as it appeared in TMG.
•In TMG a single “tag” type can have 1 or 2 “principals”, including individual facts like Occupation, Death, etc. RootsMagic on the other hand has 2 forms of fact types: individual or family. An individual fact type has 1 principal, and a family fact type has 2 principals. If a “tag” in TMG is used with 1 principal, RootsMagic will import it into an individual fact type. If a “tag” in TMG is used with 2 principals who are married or are the parents of one or more children, RootsMagic will import it into a family fact type.
•Tags that are in the TMG Marriage and Divorce tag type groups will be imported as family fact types irrespective of whether they have one or two principals in TMG.
•Event tags in TMG that have two principals who are not spouses will have the P2 changed to a witness using the role “Principal2” and will be imported as personal fact types.
•RootsMagic only supports the Principal role for principals. If you used other roles for principals in TMG, the Principal role for the fact types will need to be edited. You will also need to edit any sentences that use a role variable for a custom role that refers to the principal.
•History group tags in TMG aren’t imported because they have no “principal” and therefore aren’t attached to a person or family.
•If a TMG place has Detail data, the LatLong data will be imported to the Place Details Latitude/Longitude fields.
•Some fields in TMG sentence templates cannot be converted to RootsMagic fields. If a field doesn’t affect the actual sentence structure (like font fields) RootsMagic will attempt to just remove the field. If deleting the field would make the sentence template incomplete (like removing a [PO] field from an individual fact that doesn’t support a secondary principal), then RootsMagic will just leave the field in the template to assist with cleanup after the import.
•RootsMagic imports sources with their source templates. If you changed a template for just one source in TMG, that special version is not used; RootsMagic uses the usual template for that source type. Check the reference after importing.
•DNA tests are imported, but their marker results are placed in the test note rather than the individual marker boxes. Check those notes after importing.
Before Importing Your TMG Data
This section details clean-up items you should perform in TMG before importing into RootsMagic.
•Use TMG Utility to export any “internal” media items to “external” media items.
•The TMG project should be using "Custom" source categories (Preferences / Current Project Options / Other).
•Import can uncover hidden problems with TMG sources. If a source doesn't import correctly, the problem likely is the TMG source. For example, in TMG, the source type and the fields on the Source Definition / General tab don't match. In this case, select a different source type and then reselect the original source type.
•The repository Name-Other field is not imported. Make sure you copy that to the Addressee field (if empty) or to the Memo field (if the Addressee field is used).
Importing Your TMG Data
•The direct TMG import has been tested with TMG versions 7.04 and 9.03. The recommended TMG versions to use for import are 7.04, 8.08, or later.
•Before import, run the TMG maintenance routines optimize, validate file integrity, optimize.
•Make sure TMG files are not open in any program before trying to import them into RM.
•Use several import cycles. Import. Check data. Make edits in TMG to improve import. Import again.
After Importing Your TMG Data
Once you have done all possible cleanup in TMG and make your final import to RM...
•Check the roles and sentences that have been added to the standard RM fact types.
•Check all custom fact types and and their roles and sentences.
•Check and edit any local sentences.
•Check all imported source templates and edit as necessary.
•Check all sources and edit as necessary.
•Check all repositories and edit as necessary. County has been added to the city field.
