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Arbol User Guide

Learn how to get configure Arbol to work seamlessly with your institution.

Overview

The Arbol platform enables institutions to:

  • Authenticate users through Single Sign-On (SSO) integration
  • Import student enrollment and billing/financial aid data
  • Track student balances and financial attrition risk
  • Automate data synchronization via scheduled CSV ingestion over SFTP.

Getting Started

Follow this workflow to set up and operate the Arbol platform:

graph TD
    A[Configure SSO] --> B[Test SSO] 
    B --> C[Prepare Data]
    C --> D[Test Import]
    D --> E[Full Import]
    E --> F[Set Up Automation]
    F --> G[Daily Operations]

Initial Setup Steps

  1. Configure Authentication - Set up SAML 2.0 SSO with your identity provider.
  2. Test Authentication - Our guided walkthrough helps you test the critical path, then full authentication user flow.
  3. Review Data Formats - Understand import requirements and download templates
  4. Test Your Data Pipeline - Start with a small batch to validate end to end data mapping.
  5. Import Users & Billing Data - Import any students(s) to your instance for a term or more along with their financial aid information.
  6. Enable SFTP - Configure SFTP for ongoing updates. You can send the entire set or just the changes.

Platform Sections

Authentication

Configure Single Sign-On to allow staff and students to access Arbol using your existing login system. Our SAML 2.0 integration works with all major identity providers.

Data Management

Import and manage student enrollment and billing data through multiple channels:

Routine Operations

Once configured, your routine tasks include:

  • Monitor Imports - Review processing status in the import history
  • Manage Data - Update student and billing information as needed
  • Resolve Issues - Address import errors and data validation warnings

Best Practices

Success Tips

  • Always import users before bills to ensure all users exist.
  • Use UTF-8 encoding for all CSV files

Support

  • Email: support@growarbol.com
  • Documentation: Use the navigation menu to explore detailed guides
  • Authentication Issues: Include Identity Provider Name and email of affected user
  • Data Management Issues: Include import id (found under view details) if one is produced

Questions? Contact our support team for assistance with setup and ongoing operations.