This guidance is for Arbor Finance schools migrating to Arbor Finance, supported by a partner/local authority team. Schools supported directly by Arbor Finance will receive instructions via the Onboarding Team.
Each Authority/Partner supporting local schools moving to Arbor Finance has a Secure Upload Portal (SUP), which the central team will use to securely send us the data from your current finance system, following the local Migration Workshops. This FAQ document will give you some more information on how to access and use your SUP.
When is my Migration Workshop and what do I need to prepare?
Your Migration Workshop will happen immediately after you have completed the month end processes and you have a full, complete, balanced set of figures for your migration month. Hosted by your local support team, full guidance is provided to run relevant reports from your current system. Then you are guided on what data is transferred to the migration workbook. Data is checked and validated by you before it is transferred to your local support team. This team will then manage the upload of data to the Secure Upload Portal for migration into your school’s Arbor Finance system.
What is the Secure Upload Portal?
The SUP allows central teams to securely send school financial migration data (your migration workbook) to Arbor Finance. Once data has been uploaded to the SUP, the school’s migration to Arbor Finance will begin, and once the migration is complete, the live Arbor Finance instance (that you have already set up via RM Unify on a school dashboard) will be available to log in to.
Is uploading data via the Secure Upload Portal Safe?
Absolutely! Our secure upload portal has the same level of security as Arbor. This exceeds the industry standard and includes bank-grade encryption.
When will our local team receive access to the Secure Upload Portal?
The week before your advised migration window, which will coincide with your Migration Workshop. The project lead at your school will receive two emails from Arbor containing the information you will need to access your SUP.
- Email 1 will contain the link to your SUP along with the username you will need to use
- Email 2 will contain the password to log in to your SUP
Who is taking our backup (who is the data uploader)?
If you have received the SUP details and are not the Data Uploader or if someone else who will be supporting you with providing us with your data, please forward both emails onto the correct person.
The data uploader might be:
- Someone else in your team (e.g. IT)
- Your partner support (if you are partner supported)
- Your local authority (if so, please get in touch with them as soon as you can as they sometimes require you to book in a slot to provide this to you)
If you are not sure who your data uploader is:
- If you are directly supported by Arbor Finance, please contact our Onboarding Team at afmigration@arbor-education.com
- If you are supported by the LA or a Partner, please speak to them as they will be managing this for you.
Please note - once the data is uploaded, the migration will begin automatically so you cannot upload multiple different backups so you must agree who will upload the data.
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