Transfer Contacts

It is possible to transfer people from one organization to another in Campus Contacts, however this feature is only available to Admins. Click on Contacts in the menu and select the contact(s) you would like to transfer from your organization. Next, click the Transfer icon in the orange menu box.

Be sure to select the options you want when transferring these contacts. You can:

• Leave a copy of this contact in your ministry
• Copy survey answers with the contact
• Copy interactions with the contact

Selecting Copy Survey Answers with Contact will send any survey answers along with the contact to the new org. Note: The new organization will only see the survey answers if they have the same survey questions in the that ministry. Selecting Copy Interactions with Contact will send all interactions saved on a contact's profile to the new ministry. 

After selecting the transfer options you can start typing the name of the ministry you want to send the contact(s) to; select the ministry from the populated choices. Note: There is no confirmation step, so be sure you select the correct ministry.

The Admins in the ministry you transfer a contact to will receive an email letting them know new contacts have been transferred into them. It may be a good idea to check with an admin from the new ministry to confirm the contact were transferred.