Student Import - Transferring Troubleshooting
Purpose
To provide troubleshooting information for the transferring process, and common resolution steps.
Borrowers Still in the Intake Table after Transferring
If you have attempted to transfer your students but they remain in the Intake table, refresh management (click the green arrow next to quick search, or by pressing F5 on your keyboard) and check your Intake table again, compare the number in the top right-hand corner before and after refreshing, if it has gone down, the students are transferring, it's just not yet finished. If the numbers are the same and the students still remain, are you using the MSID barcode option? If so, check that the MSID of the students are not already in use as barcodes as this will prevent the transfer:
- Change the barcode of the existing borrower.
- Use the automatic option when transferring.
Wrong Barcodes After Transferring
If you have accidently transferred using the wrong barcode option (transferred as automatic instead of Management system ID or vice versa):
- Delete the borrowers that have been incorrectly transferred and reimport the CSV or request a resync (if using an automatic sync). Then one reimported, transfer again - selecting the correct option.
- Raise a script request through Support to have all borrower barcodes updated to the correct format.
How some of our other customers have phrased this
- Pupil records haven't transferred
- Students and staff stuck in Intake
- Transferred but picked Automatic by mistake
- Accidentally selected Management ID instead of Automatic
- Can't transfer my intake
Back to Transferring Your Intake