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Data Management

The Data Management section allows you to import student enrollment and billing information through manual CSV uploads or scheduled SFTP transfers.

Import Types

Arbol supports two primary data import types that work together to create complete student records:

Student Users Import

Import student accounts with enrollment information, contact details, and license periods. This must be completed before importing bills.

Key Features:

  • Create new student accounts
  • Update existing student information
  • Set enrollment periods and access dates

View User Import Format

School Bills Import

Import comprehensive billing data including tuition, fees, financial aid, and loan information for existing students.

Key Features:

  • Import term charges and fees
  • Include all financial aid types
  • Track outstanding balances
  • Support multiple terms per student

View Bill Import Format

Import Methods

Choose the method that best fits your workflow:

Manual Upload

Upload CSV files directly through the web interface - perfect for testing and one-time imports.

  • Immediate processing with real-time feedback
  • Optional notification settings configurable per upload
  • Best for initial setup and testing

SFTP Automation

Configure automated imports for regular data synchronization.

  • Schedule daily or weekly imports
  • Process files automatically on upload
  • Available as Arbol-managed or custom SFTP

Configure SFTP

Import Workflow

graph LR
    A[Prepare CSV] --> B{Import Method}
    B -->|Manual| C[Upload via Web]
    B -->|SFTP| D[Upload to SFTP]
    C --> E[Validation]
    D --> E
    E --> F{Valid?}
    F -->|Yes| G[Process Records]
    F -->|No| H[Error Report]
    G --> I[Import Complete]
    H --> J[Fix & Retry]

Import History

Track all imports through the dashboard with:

  • Processing status and completion time
  • Record counts (total, successful, failed)
  • Downloadable error reports
  • Import source tracking (Manual or SFTP)

Best Practices

Import Success

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

Quick Start

  1. Download Templates - Get CSV templates from the format pages
  2. Prepare Your Data - Format according to specifications
  3. Test Import - Start with a small batch
  4. Full Import - Process complete dataset
  5. Enable Automation - Set up SFTP for ongoing updates

Support

Need help with data imports? Contact Arbol 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" in import history) if one is produced