There are a number of considerations before we move your data over to Arthur:
- Reorganising multi-let properties into properties and units in Arthur's 2-tier hierarchy
- Archiving old properties which are no longer managed, including transfers
- Closing off balances relating to previous tenants and tenancies
Remember though, that you will still have access to your Tilt account until the end of December 2022.
1 - Reorganising multi-let properties
One of the major differences you'll notice between the Tilt products and Arthur is their 2-level hierarchy for properties and units, in contrast to Tilt's single level approach.
In Origin and Elevate, you have properties with associated tenancies.
On Arthur, you have properties which have one or more units, and each of these units can have zero or more tenancies associated with them.
Read this article about how you may be able to better structure your multi-let properties. We will assist you fully with this process by providing a spreadsheet outlining your Tilt property addresses, and the new proposed property-unit labels.
It is also an opportune time to check your property addresses (and indeed all of your records) for typos or inaccuracies.
2 - Archiving old properties
The migration process will only take over active properties; it excludes archived records.
If you have properties which are no longer managed, you may wish to archive these to exclude them from the migration rather than cluttering your Arthur account from the outset. Bear in mind, though, that there are constraints
However, also consider the reverse scenario. There may be properties which you have archived but you do actually wish to take over to Arthur. You will need to reactivate these before we take the snapshot of your data the night before your migration date.
3 - Closing off previous balances
We only migrate current and future-dated tenancies from Tilt to Arthur. You may have outstanding balances relating to past tenancies. These will not be included.
You will typically need to add these manually, either as an exceptional rent arrears charge to a new (or renewed) tenancy, or by creating a new tenancy manually on Arthur, adding the rent arrears, and then setting its status to past. This balance will now reflect against the appropriate tenant / tenancy / property on the new account.
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