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- Create or open a view of the Housing Transfers service.
- Click the Housing Transfer Wizard button in the view toolbar to launch the wizard.
- Choose a Housing Product from the Select the housing product you wish to transfer drop-down menu.
- Click Next.
- The wizard displays the Housing Blocks for the selected Housing Product that have Housing Reservation Guest records whose Transfer Status is set to Pending.
- The wizard displays the Housing Blocks for the selected Housing Product that have Housing Reservation Guest records whose Transfer Status is set to Pending.
- Select which Housing Blocks whose information you want to transfer.
- Click Next.
- Select the location to which the export file will be copied.
- You do not have to choose a file name; Aptify automatically generates the file name for you.
- Aptify creates one export file per Housing Block. If you want Aptify to create multiple files for each block depending on the Housing Reservation Guests' Status (New, Modified, Cancelled, Completed, No Show, or Wait List), select the Multiple Files Per Block For Each Status box option.
- Click Finish to export the reservation information.
- For a particular Housing Block, the Export process uses the Transfer Type specified on that block's Housing Blocks record.
- The wizard automatically updates a Housing Reservation Guests record's Transfer Status to Completed after the record's information has been exported to the file.
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