As part of your migration to Alto, your data is imported into a new database.

You'll then be given access to a Google drive. One of the documents in that Google Drive will be a Migration Workbook.

The information listed below is a guide from the Migration Workbook as to what is imported (if available in your current system) during the migration process to Alto, from all systems.
For more information on Carrying out your Test Migration Review (TMR), click here

 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. Not all of the features listed below may be available to you
Property

Overview

  • Property Status 
  • Number of Bedrooms, Receptions & Bathrooms
  • Number of Viewings
  • Number of Offers
  • Vendor/Landlord Name(s)
  • Management Type

Property

  • Branch
  • Negotiator
  • Property Address
  • Property Type (House - Detached, House - Terraced, Apartment, etc.)
  • Age
  • Parking
  • Year Built
  • Floor Area
  • Land (Acres)
  • Local Council
  • Tax Band

  • Asking Price
  • Rental Frequency
  • Price Qualifier
  • Deposit Amount
  • Furnished details
  • Term Length
  • Available From date
  • Tenure
  • Children/Pets/Smokers
  • Display Address
  • Private Viewing Notes/Arrangements

  • Areas (For Matching)

  • Property Summary

  • Advert Summary

  • Agency Type
  • Sale Terms
  • Commission
  • Fee amounts
  • Management Commission
  • Maintenance Type

Timeline

  • Number of Viewings entries
  • Number of Offer entries
  • Number of Comms entries
  • Number of Marketing entries
  • Number of Other entries

Rooms

  • Room Names, Dimensions, and Descriptions
  • Lead In text (opening description)
  • Lead Out text (closing description)
  • Bullet Points (up to 10)
  • Directions 

Keys

  • Key Code details (Description, Number of Keys and Alarm Code)

Appraisal

  • Appraisal Appointment details (Date, Time, Negotiator)

Tenancies

  • Status
  • Start Date
  • End Date
  • Tenants
  • Rent Amount

Management

  • Gas Safe Check/Cert
  • PAT Electrical Check/Cert
  • Fixed Wire Electrical Check/Cert
  • EPC Check/Cert
  • Any client specific dates you have
Contacts

Overview

  • Contact Name
  • Contact Address
  • Contact Type (Applicant/Vendor/Solicitor etc)
  • Number of Viewings
  • Number of Offers
  • Number of Properties Owned
  • Review Date

Contact

  • Contact Type (Applicant/Vendor/Landlord/Solicitor/Supplier/Estate Agent)
  • Intention
  • Lead Source
  • Company Name
  • Contact Notes
  • Branch
  • Negotiator
  • Last Contact Date
  • First Contact Name
  • First Contact Telephone Numbers
  • First Contact E-Mail address
  • First Contact Salutation
  • Second Contact Name
  • Second Contact Telephone Numbers
  • Second Contact E-Mail address
  • Preferred Contact Method (Email/SMS/Post)
  • Address
  • Solicitor details

  • Position
  • Disposal
  • Why Moving?
  • Timescale
  • Rating (Hot, Normal, Cold)

  • Financial Services Referral Status
  • Referred by
  • Referral Notes
  • Referred to (External/Internal)

  • Property Matching consent
  • General Marketing consent
  • Conveyancing (via Alto) consent
  • Financial Services (via Alto) consent

  • Account Name
  • Sort Code
  • Account Number

  • Overseas Period
  • Exemption Certificate Number
  • Tax Percentage

Timeline

  • Number of Viewings entries
  • Number of Offer entries
  • Number of Comms entries
  • Number of Marketing entries
  • Number of Other entries

Properties

  • Linked Properties

Requirements

  • Intention
  • Price From
  • Price To
  • Minimum Bedrooms
  • Required Area(s)
  • Minimum Bathrooms
  • Minimum Receptions
  • Minimum Parking
  • Tenure Type
  • Minimum Floor Area
  • Minimum Land
  • Required Property Type(s)
Tenancy

Overview

  • Tenants
  • Start Date, Term Length & Rent
  • Property Address
  • Landlord Name(s)
  • Management Type
  • Maintenance Type

Tenancy

  • Tenancy Agreement Name
  • Contract Type
  • End Date
  • Rental Frequency
  • Rental Amount
  • Deposit Required
  • Deposit Scheme
  • Term Renewal Date
  • Term Notice Date
  • Number of Occupants
  • Occupant Names
  • Tenant Names
  • Deposit Scheme
  • Deposit Scheme Registration Number

Dates

  • Property Inspection Date
  • Term Notice To Quit Date
  • Term End Date
  • Term Renewal Date
  • Any client specific dates you have
Progressions
  • Sale Amount (Price)
  • Property Negotiator
  • Vendor Name and Solicitor details
  • Buyer Name and Solicitor details
  • Sales Notes
  • Exchange/Potential Exchange Date
  • Completion/Potential Completion Date
Diary
  • Viewing appointments (Date, Time, Negotiator, where meeting, notes and details)
  • Market Appraisal appointments (Date, Time, Negotiator, where meeting, notes and details)
  • General appointments (Date, Time, Negotiator, where meeting, notes and details)

Related articles:

Alto Onboarding journey overview

The Migration Process explained

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