Integris Pre-Migration Data Check Guide

Completing a data cleanse in Integris ahead of your move to Arbor is one of the most important actions you can take to ensure the migration goes as smoothly as possible.

To help you with the data cleanse, Arbor has created a workbook. The workbook includes two checklists - these checklists are “Pre Migration Data Checks & Cleanse” and “Pre Migration Data Counts”. 

You can download the workbook from the bottom of this page.

We've put an explanation of how to complete both checklists below.

Pre-migrations data checks and cleansing

The first thing you need to do is complete the pre-migration data check and cleanse (the first tab of the workbook).

Completing these is essential for a successful data migration. These checks Will:

  1. Give you an idea of the quality of your data before you send it to Arbor.
  2. Make sure that there is no duplicate information and the data in Integris is up-to-date, formatted correctly, and in the right place. 
  3. Reduce the chances of migration errors, and make sure you can get started with your new Arbor system straight away!

You should start completing these checks and cleansing tasks as soon as possible. The migration will have the best outcome if you complete these before we migrate your data on your migration date.

We have provided more information in the checklist on what to look for in Integris and why it is important.


Pre-migration data counts

When migrating data from one system to another, it's essential to compare the data in each to make sure that everything has carried across.

The quickest way to do this is to count key metrics in Integris on your migration day, and then compare these to Arbor when you go live.

Work through the checklist provided in the workbook before sending Arbor your Integris credentials, completing the “Current MIS” column with the figures required.

Once you have access to Arbor, you’ll be able to complete the “verified in Arbor” column and are looking for the numbers that match between both systems. You can also use our Data Migration Report in Arbor to check the numbers match.

Important information

You should verify the data in Arbor as soon as possible after launch to ensure the data has migrated across correctly.

To help, you can download a data migration report from your Arbor MIS. Click here for more information.

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