Migrating to Arbor Finance

You will need to send us a copy of the Arbor Finance file on your booked migration date. If you are ensure of this date please contact the Onboarding Team at [e-mail].
Remember to keep track of your accounts for the new month whilst we are waiting on your migration to complete. We do not recommend using your Finance system once you have completed your month end as any changes will not carry over to Arbor Finance. 

Before you begin: 

1. Ensure you have fully completed your month end in your current finance system. We recommend you download a copy of your data for audit purposes. 

Ready to go! 

1. Watch the 'How to complete the Migration Template' help video

2. Download the Arbor Finance Migration Template to your PC. When you click on the link the file will download to your 'Downloads' folder. 

3. Download the The Arbor Finance File  to your PC in Excel

4. Here are the  Arbor Finance Migration Template Instructions. 

*****Please note that all links are also attached to this document below*****

Help!

If you require any assistance please contact your Local Authority/Support partner who will assist you with any queries. If you are directly supported with Arbor please contact [e-mail]