# Transfer to Edusuite UNI/K12

The **Transfer to UNI / K12** feature allows administrators to move applicant data from **Edusuite Admissions** to the school’s equivalent **Edusuite UNI** or **K12** system.

## Access and Navigation

The Transfer to UNI / K12 feature is accessible under the Resolution Module.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfB_B0LQ_0WX_bIWvqJa4_Riji_yyBiPe-xQi0Wu6SiHKNzSUU_NEdRymGWNsOKKxEKrEeM8akhYwWkc41yO56QxeSq9b6MUo-c0cijmh3ABvp3j4fvUjgWapj7u3Km5lI75AQlgA?key=6yOZyb4mT825uHPbZzAMgGjb" alt=""><figcaption></figcaption></figure>

{% hint style="danger" %}
Privilege Requirements: To access the **Transfer to UNI / K12** menu, a user must have the **Transfer to Edusuite Administrator** privilege.
{% endhint %}

## Filters

Use the filter at the top of the page to select the **Admission Setup** where the applicant to be transferred belongs.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcqb0R2PjotqNH51q5VP-O5bFSDB8PTSRzJ3bvLo8kyQhc7RVy9Pvr967JOQ01GHZFf8A3I-FT7-zUcip2-IYWmKXW_I-wY3zz4cVL11YUh-jgjrk3uqeoVcPdTxPLlfXqnOS1g?key=6yOZyb4mT825uHPbZzAMgGjb" alt=""><figcaption></figcaption></figure>

## Transfer Pre-Requisites

Only applicants who meet all of the following criteria can be transferred:

* **Admission Status:** Must be **For Releasing of Results**
* Applicant must have confirmed their intent to enroll via the Applicant Portal
* **For UNI:** Final Program must be selected\
  **For K12:** Grade Level Applying For must be selected, and **Final Strand** if for Senior High School
* At least **one guardian** must be recorded in the initial registration form
* **For UNI transfers:** Applicant’s email address in Edusuite Admissions must **not** already exist in the target UNI system

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcdqGAlDxAKNaoxTYxYbPadcsps1JRL6cCqYwN3t_zfWo5csH_79DWIxxlRnIGHCHx7v8uHTnTGZUZiwsznw61Fy5GSnDAUrtGMn7ENsUlp7ArhY2Q8yGaWXCWWj1EAcvvy8hK4nw?key=6yOZyb4mT825uHPbZzAMgGjb" alt=""><figcaption></figcaption></figure>

## Correlative Fields Setup

Correlative fields define how fields in ADM map to fields in UNI / K12.

### Steps

* Ensure **Transfer to UNI / K12** is enabled for the system
* Go to **Planning → Admission Setup**.
* Select the admission:
  * For **Started** and **Ended** admissions: Click **View Form**
  * For **Inactive** admissions: Click **Edit Application Form**
* Open, create, or edit a field in the application form
* Once loaded, a new dropdown field — **Correlative field to UNI / K12** — will be visible
* Select a UNI / K12 field from the dropdown that matches the ADM field type
* Click **Update field** to save changes

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeW8vmfCWIX8UZlHISGqAIlgBR07GZzk85qAIYVr0DgxYlCYFXHIdJtpkvAGbsFnINMkBJzo711qxVXnuq2hs-pZZH7Ny5nFkK58AGO3niT6oKc1YGulbqYPpewqXDnKhPzUsMVCw?key=6yOZyb4mT825uHPbZzAMgGjb" alt=""><figcaption></figcaption></figure>

### Important Notes

* Only ADM **Application Form Fields** can currently be mapped.
* For UNI field eligibility:
  * Go to **Users → User Setup → User Information Fields**
  * Add a **Field Group** and **Field**, ensuring **Public** has edit access
  * Go to **Registrations → Registration Setup → SIS Requirements** and enable the new field group
* For K12 field eligibility:
  * Go to **Users → User Setup → User Information Fields**
  * Add a **Field Group** and **Field**
* Refer to the **Field Type Mapping** reference for valid mapping combinations

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXc93Va5h_TD0iDZMibk_ClZDq_6atFJGHNaYVF1X4CxTrBdO-XRxUNyCFvcW4y0sRk5JUVzIODE_esoFApdOJkmD2BwiFrHB5kjDS5Y7y_MFgpd3_tFnB8pcqTk7jIJ8vxtVca1?key=6yOZyb4mT825uHPbZzAMgGjb" alt=""><figcaption></figcaption></figure>

## Initiate the Transfer

* Tick the checkbox in the rightmost column to select the applicant(s) for transfer
  * Multiple applicants can be transferred in one action
  * Click **Transfer Selected** to open the **Confirm Transfer** modal

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdPJYZ5BaAXJq1q2fWgq_8sMMJsI9bbXsIoJX0DzCaiueSq3LY1ISC39YNv8MeRFYWcEjmCK3jkCU5gd4w8Bgs1iDleBd34Hi5fS8GISCqYoNTuD5EuZseQvFacB548sjYPOMim?key=6yOZyb4mT825uHPbZzAMgGjb" alt=""><figcaption></figcaption></figure>

* Select a **School Term** (pulled automatically from the target UNI system)
* **For UNI only:** Select a **Tuition Plan** (not applicable to K12)

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXd1Mg4kfXXoln2AroNoijlA0qNjMbwfDez8dIgfQj21Nj2RUPDBgPwA3UTx6jUyhHGBXPa1EYb0dlMbLC99kLobIn0qLXTTLiWFfmgDs_FS77q6HL2u0g1yDzwyVhbG9B11jBfO?key=6yOZyb4mT825uHPbZzAMgGjb" alt=""><figcaption></figcaption></figure>

* Review the **Mapped Fields** section for data that will be transferred
* Review the **Unmapped Fields** section for data that will not be transferred

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeYV6UQ_CidhgoxSa_lBaigzhLeQmExssygDgS9ovTNmJ4ZcgLcnk4Su-RMjHHV-tlyuCDBQv3FlOuQYiQXdroUnD2OWBD1kFkokJmECVhR2IKsNr_LL5Klib-VBzJsrb7pUNZcRA?key=6yOZyb4mT825uHPbZzAMgGjb" alt=""><figcaption></figcaption></figure>

* Click **Proceed** to start the transfer
* The initiating administrator will receive a **system-generated email notification** summarizing the transfer results

## View Transfer History

**Purpose:** Tracks transfer progress in real-time and records all transfers made

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcEqghgvXAKiU3ATVx__H_1Enkj3LRrrRrVMZLBGyYcl-mLmCXSVRsP2d9aOfjyj7lr02W95p2aNjsdzBdri5dwInNYs0AI0MTlrcjwd0NyaVDJdX_cZexp0BIQpl0W-mZcEmaa?key=6yOZyb4mT825uHPbZzAMgGjb" alt=""><figcaption></figcaption></figure>

**Status Types:**

* **Individual Status** – Status for each applicant
* **Batch Status** – Status for the entire transfer batch:
  * **Complete**: All applicants transferred successfully
  * **Incomplete**: One or more transfers failed or are pending

**Retry Option:** Failed transfers can be retried either:

* Per batch (retry all failed transfers)
* Per applicant

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcZqtfX5fBYQfGYfQ9q9Cfks787PTP2VWG6SHG2juqYU5Ovmy0Wd5OWDMwNxr7S4l3CGtZznZlawqR_j6luGLTtD3to1lvoSb4XWCXpY7UoALlkfzLrpgbN1Mm-SPwdmkrbTzlHAw?key=6yOZyb4mT825uHPbZzAMgGjb" alt=""><figcaption></figcaption></figure>

## Transfer Destination

Once the transfer is successful, the applicant’s data will be accessible in the equivalent UNI or K12 system:

* **UNI:** `Registrations → Student Registrations → For Payment and Verification`
* **K12:** `Registrations → Manage Registrations`
