How to upload staff, visitors, and others from the Arbor MIS

In ParentPay, you can create accounts for individuals that do not attend your school as pupils but may need to take a meal or pay for items online.

Staff accounts

Schools that have an integrated upload process between their Management Information System and ParentPay are able to upload staff accounts using the API.

INFO

If you don't see the option for staff uploads (like the image below) please contact ParentPay Support who will turn the feature on for you or discuss completing a data match and then turn the feature on.

  1. Log into ParentPay as a manager with overall credentials
  2. Navigate to People > Uploads
  3. Select Import Staff data
  4. Finally select Import

Visitor & Other Accounts

Schools are able to manually upload Visitor or Other accounts to their ParentPay system in the event that they need to record meals for visitors or require visitors to pay for other items.

Check out our guidance here

NOTE

If you have a cashless catering till system the till will identify ‘Visitors’ as Adults and ‘Others’ as children.

 

How to check if an import was successful:

  1. Log into ParentPay as a manager
  2. Navigate to People > Uploads > Upload history

Here you can see if the upload was a success or if you encountered any errors so you can resolve them and attempt the import again.