Transferring data to and from your MIS

Checks to make ahead of exporting data to your MIS

When you are ready to transfer completed data to your MIS, these are the key checks to ensure the correct data is transferred successfully

Handling incomplete forms

How to delete an applicant

How to follow up incomplete applications

How to enable Google Translate to prevent a language barrier from stopping a parent completing the form

How to impersonate someone to complete the form on their behalf

 

Avoid transferring incomplete forms by using the filtering option when prompted during the export process. 

 

 

Errors will show in red as "failed" with an explanation - please raise a ticket or call us if you need clarification on what the error means or how to resolve it. 

You may also see warnings in orange - these will show if the data was transferred successfully, but perhaps one field of information was unable to write back successfully - this could be due to your lookups having been updated and the applicant providing an answer which is no longer valid in your MIS: