As part of your migration to Alto, your data is imported into your new database.
The information listed below is a guide to what is imported (if available in your current system) during the migration process to Alto, from all systems .
Note
- No financial, accounting, charges, or work order records are included in the migration
- Alto will only migrate data that is in your current software. The features listed below may not all be available to you
Property
Overview
- Property Status
- Record Type (For Sale/To Let)
Property and Marketing
- Branch & User
- Owner Details
- Property Address & Property Display Address
- Number of:
- Bedrooms
- Bathrooms
- Receptions
- Property Type (House - Detached, House - Terraced, Apartment, etc.)
- Age of property & year built
- Number of Parking Spaces for:
- Garage
- Off-Road
- Underground
- Permits
- Floor Area (Sq Ft)
- Land (Acres)
- Local Council & Tax Band
- Asking Price or Rental Price & Price Qualifier
- Tenure
- Marketing Options:
- Publish to the web
- Repossession Property
- Vacant Property
- Auction Property
- Allow Match
- Current Board Status & Board Contractor
- Property Features (Heating, Garden, Outside, Condition)
- Area (For Matching)
- Property Summary & Advert Summary
- Agency Type & Sales Terms
- Fees:
- Commission & Commission Split
- Flat Fee
- Minimum Fee
- Withdrawn Fee
- Discount Amount
Rooms and Summary
- Room names, Dimensions, Description & Room order
- Opening and Closing descriptions
- Directions
- Bullet Points (up to 10)
- Photos, Floorplans, EPC Image & EPC Values
Other
- Documents
- Key Code, Description, Number of Keys & Alarm Code
- Date Instructed, On Market Date & Off Market Date
- Viewing Arrangements
- Management Type, Maintenance type & Management Fee
- Available from Date
- Furnished Details
- Children, Pets & Smokers
Contacts
Contact
- Type of Contact:
- Vendor, Landlord, Applicant
- Solicitor
- Estate Agent
- Supplier
- Type of Applicant (Sales/Lettings)
- Lead Source
- Company Name
- Contact Notes
- Branch & User
- Last Contact Date
- Review Date
- Name (x2)
- Phone Numbers (x4)
- Email Address (x2)
- Contact Address
- Salutation
- Preferred Contact Method (Email, SMS, Post)
Position and Preferences
- Buying Position & Disposal Status
- Reason for Moving & Timescale
- Rating (Hot, Normal, Cold)
- Marketing Preferences:
- Property Matching
- General Marketing
- Conveyancing (via Alto)
- Financial Services (via Alto)
Requirements
- Applicant Requirements:
- Price Range
- Bedrooms, Bathrooms & Receptions
- Areas
- Property Types
- Furnished Types
- Children, Pets, DSS & Smokers
- Parking
- Tenure
- Floor Area
- Land
- Requirement Notes
Other
- Overseas Tax Details - PM ONLY
- Documents
- Guarantor Details - PM ONLY
- Bank Account Details - PM ONLY
- Solicitor Details
Diary
- Viewings & Market Appraisals
- General Diary Entries
Viewings
- Appointment Details (Date, Time, Negotiator & where meeting)
- Property & Applicant Details
- Diary Notes
- Follow Up Notes & Status
Market Appraisals
- Appointment Details (Date, Time, Negotiator)
- Time on Market, Current Asking Price & Current SA Expiry Date
- Prices:
- Price Low
- Price High
- Vendor Price
- Proposed Price
- Notes
Offers
- Property & Buyer Details
- Offer Date
- Offer Amount
- Offer Status
- Notes:
- Offer Notes
- Chain Notes
- Fixture & Fitting Notes
- Mortgage/Financial Notes
- Estimated Dates Notes
Sales Progression
- Property, Vendor & Buyer Details
- Sale Amount
- Sale Status
- Buyer & Vendor Solicitors
- Est Exchange/Exchange Date
- Est Completion/Completion Date
Tenancies - PM Only
- Tenancy Status (Active, Periodic, Ended)
- Tenancy Agreement Name
- Contract Type
- Start Date/End Date/Renewal Date/Notice Date
- Tenancy Term
- Rental Frequency
- Rental Amount
- Deposit Required/Deposit Scheme/Deposit Registration Number
- Management Type
- No of Occupants
- Occupant Details
- Tenant Details & Lead Tenant
Tenancy/Property Follow Up Dates - PM only
- Tenancy:
- Property Inspection Date
- Rent Review Date
- Term Notice To Quit Date
- Term ended Date
- Term renewal Dare
- Property:
- Gas Safety Check Date
- EPC Certificate Date
- PAT Electrical Check Date
- Fixed Wire Electrical Date
- Alarm Service
Timeline/History
- Email & SMS Messages
- Marketing History
- To Do/ Tasks
- Other Notes
- General Diary Appointments
