This guide is designed for schools who are migrating from Scholarpack or Integris onto Arbor. If you are migrating from SIMS via Groupcall, please see this article.
As well as completing your training and data cleansing within your current system, there are a few other checks to ensure you can successfully migrate to Arbor. We have listed them below:
Key Actions
Accept Arbor's Terms & Conditions
If you haven't approved our Terms & Conditions in Week 3 of your onboarding journey, we won't be able to start your migration on time. Accepting our T&Cs gives us the green light that you're happy to proceed with the migration.
You'll need to log into your Secure Portal (instructions sent via email) and accept the T&Cs. You can find out how this works here: How to use the Secure Upload Portal to confirm your migration
Note: If this has not been received, please contact myonboarding@arbor-education.com
Check User Permissions in your current System
It is important to ensure that all staff members have the correct business role in your current MIS. This helps to prevent any potential login issues once you receive your Arbor site. This is an area that we would advise you to review carefully once you receive your Arbor site. Further information on how we migrate business roles and permissions can be found here.
Receiving your Arbor Site
Once your migration has completed, your school’s Project Lead will receive an email with a link to your school’s Arbor site and details of any post-migration checks to complete.
Once happy for the rest of the team to log on, simply share your school’s URL and they will be able to log in for the first time, following the instructions here. As long as they have a valid business role and email address associated with their profile, they will be able to log in and set themselves a password.
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