Has the correct import option been selected when attempting to transfer the records? There are two options to choose from when transferring; Automatic and Management ID. If this is the first year that Management ID has been selected then it is possible that transferring the records would cause a duplicate Borrower barcode number, therefore the import stops.

For instance, assume that there is a Borrower with barcode "006875", in the system. Within the Intake table, there is a pupil with Management ID "006875". When selecting Management ID to transfer the record in Intake, this would cause a duplicate barcode number so the transfer stops.

If this is the issue and you are required to use Management ID when transferring, please contact Support for advice. Alternatively, you may wish to select Automatic instead.

There are two options to choose when transferring borrowers: Management ID and Automatic. When the wrong option has been selected, this is best resolved by restoring a database backup. No further updates should be done on the system while you are waiting for the database to be restored.

For non-hosted customers who perform a daily, you should ask your own IT department to restore the latest backup. For hosted customers, you should immediately contact Capita Software Support so that a database restore can be requested. It's important to let us know when you performed the borrower transfer so we can restore the database to the latest backup BEFORE the transfer occurred.