A Common Transfer File (CTF) is a standard format for sending student data between schools, often used when a student transfers schools. A CTF can be used to:
- Create new student profiles
- Update information on an existing student profile
Step 1 - Import your file
To import a CTF go to School > Data > Import > CTF Import.
Click +Add and select the report to upload. Please note: You only need to select an intake season if the CTF you're importing contains new students. If it doesn't, you can leave the box blank.
Don't worry that your file has 'fakepath' in its name. This is a completely safe file and this naming convention is used to protect the identity of the computer it was uploaded from.
When you click Upload CTF, You will then be taken to the Import Overview (Shown in the section below).
Step 2 - Choose which fields to import
You can set what fields will be imported in bulk, just click the Bulk Set Import Sections button on the right-hand side of the page.
For example, you may choose to not import student email addresses to prevent students from having the same email address as their parents.
If you click an individual student's name, you can also choose which ones to update on an individual basis.
Select the student, then click on the Select Import Sections arrow. Untick the boxes next to the information you don’t want to import for this specific student, then click on the Save and import later button.
Step 3 - Match and import your students
If the student profile in Arbor and the student in the CTF have the same UPN we will automatically match them.
If Arbor can’t match the student profile in Arbor and the student in the CTF (if one of them doesn’t have a UPN) we will by default create a new student profile.
To prevent duplicates, you must match the CTF to an existing student profile - just follow the steps in this article.
If no match exists and you want to create a new student, you can import them right away.
Step 4 - Resolve any duplicates
If you have accidentally created duplicate students by not matching them to an existing student, you'll need to contact us to resolve them by merging. Take a look at this article for what to include.