Transfer Objects is a tool used to move specific data from one person record to another person record. When an object is moved, associated linked data moves along with it. For example, when moving Gift Opportunities, any notes or materials associated with the opportunity will also move to the destination record.
The Transfer Objects tool can be found under the Import and Data Processing header in the database section.
Important: Combined Advancement and Admissions databaseFor a combined advancement and admissions database, the Transfer Objects tool is considered Unsafe. Data can be moved from one person record to another person record regardless if the destination person record has an active application or not.
There are two search bars at the top of the Transfer Objects tool. The searches are limited to person records in the database and are used to find: a) a source record and b) a destination record for the transfer.
- Source Record: The record that has the object that needs to be moved.
- Destination Record: The record that will received the object once it has been moved.
Enter the name, Slate Reference ID, or email address to find the source and destination records for the transfer. The records must be selected from the autosuggest list generated by the search. Once a record has been selected, the View Source Record and View Destination Record links can be used to navigate to the selected records in the database.
On the right side of the tool is the Object Types section. This section is made up of a list of the objects that are available to be transferred and an overview link. The tool will default to the overview link which will display the total count of each object on the record.
Selecting an object type will display the individual objects on each record. This view allows the information on the source record to be compared to the information on the destination record.
Clicking on an individual object will display a popup with more detailed information. If the object is selected on the source record side, a button will be available in the popup called Move to Destination Record.
To move the selected object to the destination record, select the Move to Destination Record button within the popup. Clicking the Move to Destination Record button will present a confirmation window. Select OK to confirm the transfer of the object or cancel to cancel the transfer of the object.
ImportantObjects selected on the destination record side will not have the Move to Destination Record button.
- Select the source and destination records from the search bars.
- Use View records links to ensure the correct records have been selected.
- Select an object type you want to transfer from the source record to the destination record.
- Review selected object and confirm it should be moved.
- In the popup box when an a specific object has been selected, click on Move to Destination Record to move the object to the destination record.