Who is this for? #
A director in a Presto Assistant organization who needs to transfer student and parent data to another organization within the same district.
Tip
Data transfer is only available for same organization types. For example, a middle school band can transfer data to another band program, but not to a choir program.
If you need to transfer data between different organization types, please contact Presto Assistant Support.
Prerequisites #
Your organization should be in a Presto Assistant district with other organizations that have the same type. For example, if you are a middle school band, there should be other band organizations in your Presto Assistant district.
To perform a transfer action, you must have permission to "edit" users in your organization.
You'll need the Organization Code of the target organization where you want to transfer the student. An Organization Code looks like this: prestohsband or prestomschoir.
Detailed steps #
- In the Students table, find the student you want to transfer.
- Press on the table row to open the student details page.
- Press the button labeled "Edit" or the pencil icon to open the student edit form.
- Scroll to the bottom, finding the "Danger Zone", and press the "Transfer Student" button.
Tip
After you transfer the student, they are still a member of your organization. The system will prompt you to remove the student from your organization right after the transfer is complete.
- In the confirmation dialog that appears
- Enter the Organization Code of the target organization where you want to transfer the student.
- Press the "Yes, Transfer" button to finish the transfer to the target organization.
- The system will give you the option to the remove the student from your organization.
This shows all outstanding fees and checkouts (if applicable), giving you a chance to resolve any issues before removing the student.
Next steps #
- Be a good neighbor! Reach out to the directors in the organization where you transferred the student and let them know about the transfer.
- If you need to remove the student later, check this article for more information: Remove a Member.
Troubleshooting #
If you encounter any issues during the transfer process, please check the following:
- Ensure that you have the correct Organization Code for the target organization.
