How to upload pupils, staff, and pre-admissions into ParentPay using the Arbor MIS integration

Pupils records must be uploaded regularly to keep your MIS and ParentPay data synchronised. Where appropriate, you may also upload staff, visitors, pre-admissions, or others as you require.  
Uploads should be carried out regularly to ensure the data is kept up to date.  This is critical where a Free School Meal status has changed or when a person needs to be added or removed from the system.
The Arbor MIS integration provides a direct link between the systems, enabling pupil, staff, and pre-admission uploads directly from that system.

  This article will teach you...

How to use the integrated Arbor solution to upload pupil, staff, and pre-admission data into ParentPay.

Prerequisites

To use the Arbor MIS integration it will need to be set up and configured.  You will find full details on how to do this in the article How to set up the Arbor MIS integration for uploading pupils, staff, and pre-admission pupils.

 


Uploading people to ParentPay

  1. Log in to the ParentPay Manager Application (using a manager account with Overall permissions)
  2. Navigate to People[1] > Uploads[2]
    Row 10 Image 1 CO.png
  3. Select Upload Pupil data.
  4. Select the Upload button.
  5. The upload will be added to a queue which normally completes within 2 minutes.  If required you can navigate away from this screen and the process will continue in the background or continue to wait until completed:
    • QUEUED:Row 10 Image 2.png

    • COMPLETEDRow 10 Image 4.pngRow 10 Image 3.png
  6. All uploads, successful and in progress, can be viewed on the Upload history tab. If you are waiting on a queued upload you can check the status here.
    Row 10 Image 4.png

NOTE

Staff and pre-admissions may not be enabled by default if you have migrated from another upload system.  A data-matching exercise will need to be completed before these options can be enabled. Please contact the support team if this is required.

 

DID YOU KNOW...

You can add Visitors and Others to your ParentPay system? Teachers, governors, PTA members, external students, or any other individual can be uploaded, allowing them to buy meals or pay for items or services you offer.
For more information on how to do this, check out our article here.

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