Arbor MIS Data Extract Wizard
We are pleased to confirm that an Arbor Data Extract Tool is available to 4Matrix schools.
If your school uses Arbor and you would like to use this feature to import pupil photos, demographics, class populations, and exam results, please follow these steps.
- Make sure you're using 4Matrix Desktop version 3.9.9.0 or later (to check this in 4Matrix, go to Help > About 4Matrix)
- Go to https://www.4matrix.com/arborsetup and login using your Arbor credentials
- Press 'Approve' to grant the connection between 4Matrix and Arbor.
If you see an error message saying you are not authorised to approve apps, it is because only members of SLT and the school admin team can approve the connection. You may also need to disable Two-factor authentication, see 'Additional Notes', below. - Go to https://help.4matrix.com and log a ticket to notify us that you are ready for the final part of the setup and include your name and phone number.
4Matrix will aim to contact you within 2 hours of the notification and will assist you in completing the details in the 4Matrix > Admin > School Settings tool with the school’s Arbor URL and a unique API key.
Additional Notes
Importing classes: In Arbor, link courses to Year Groups. This must be completed for classes to pull through on the 4Matrix data extract. In Arbor, complete the following steps for all year groups you wish to import classes for:
• School > Programmes > Select AC year e.g. 2021/22
• Under Courses select Table View.
• In the search box enter year group e.g. Year 11. Now only Year 11 courses should be listed.
• Click on the tick box at the top to Select All
• Click on the pencil icon to Bulk Update Year Group
• Select the year e.g. Year 11
In addition to allocating a Year Group to each class, you must also allocate an Academic Lead to each class to enable 4Matrix to pull the subject and teacher through to your database. You can do this in the same screen as above, selecting 'Copy Timetabled Staff to Academic Leads' from the Bulk Actions dropdown.
Two-factor authentication: If you’re using Two-factor authentication or Single sign-on with two-factor authentication at your school, you'll need to switch this off before you can approve new apps. Please disable two-factor authentication, approve the new apps then switch two-factor authentication back on.
Exam result dates: 4Matrix will import the date that each exam grade was added to Arbor. This is significant because it means that 4Matrix may not be able to automatically apply correct discounting where a pupil has entered more than once for the same qualification, or has studied 2 subjects from the same 'family' (as defined by a subject's discount code) in the same season. For more information, please see our dedicated result date help article.
Further information: Additional notes from Arbor are available at this link: https://support.arbor-education.com/hc/en-us/articles/5212634144285-Invalid-credentials-error-message-when-setting-up-API-integrations
Article revised: 20/08/2024