Extracting Your Data from Arthur OS for Easy Conversion

Q: How do I back up my data from Arthur OS for migration to agentOS?

A: To back up your data from Arthur OS:

1. Log in to your Arthur OS account
2. Navigate to the Account section
3. Look for the "Backup My Data" option
4. Click on it to generate a zip file containing most of your data

This zip file provides a good starting point, but additional information will be needed to ensure a complete conversion to agentOS. You'll need to gather tenancy information, complete tenant details, and certificate expiry dates separately (see related questions below).

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Q: What's the difference between properties and units in Arthur OS compared to agentOS?

A: Arthur OS and agentOS use different terminology for property structures:

• In Arthur OS, a "Property ID" typically refers to what we'd call a property block in agentOS
• In Arthur OS, a "Unit" refers to what we'd call a property in agentOS

Because of this difference, we usually import data using Unit IDs rather than Property IDs during migration. This is especially important for clients who manage a lot of HMOs (Houses in Multiple Occupation), where individual units need to be tracked separately.

When preparing your data for migration, make sure to use Unit IDs as the primary identifier to ensure your properties are correctly mapped in agentOS.

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Q: What tenancy information is missing from the Arthur OS backup and how do I provide it?

A: The standard Arthur OS backup file doesn't include tenancy start and end dates, which are essential for accurate data conversion. To provide this information:

Most clients will have an existing tenancy report that includes these dates. Please provide us with a tenancy report containing:

• Unit ID
• Tenancy Reference
• Tenancy Start Date
• Tenancy End Date/Fixed Date

Important: We can only use reports if they contain both the Unit ID and Tenancy Reference, as these act as unique identifiers that help us match the data correctly.

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Q: Why doesn't the Arthur OS backup include all my tenant information, and how do I export complete tenant and guarantor data?

A: The standard Arthur OS backup has limitations - it only includes primary tenant information. Additional tenants and guarantors are not included with the necessary linking IDs to connect them to their tenancies.

To get complete tenant and guarantor information, you'll need to create a custom report in Arthur OS:

1. Go to Reports in Arthur OS
2. Select Tenants
3. Choose Custom Report
4. Add the following columns:
   • Arthur ID
   • Email
   • First name
   • Last name
   • Mobile
   • Phone home
   • Phone mobile
   • Phone work
   • Tenancy Reference
   • Guarantor Name
   • Guarantor Address 1
   • Guarantor Address 2
   • Guarantor City
   • Guarantor County
   • Guarantor Post Code
   • Guarantor Email
   • Guarantor Mobile
   • Guarantor Phone Home
   • Guarantor Phone Work

Please note: The "Guarantor Name" field may only show the guarantor's first name, but this still provides much more information than the standard backup. We can work with rent amounts separately using the tenancy data.

If you need assistance creating custom reports in Arthur OS, please contact Arthur's support team.

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Q: Are certificate expiry dates included in the Arthur OS backup?

A: No, certificate expiry dates are not included in the standard Arthur OS backup export. You'll need to provide this information separately to ensure your certificates are properly tracked in agentOS.

Please compile a list or report that includes:

• Certificate type
• Property or unit reference
• Certificate expiry date
• Any other relevant certificate details (certificate number, issuing body, etc.)

If you're unsure how to export this information from Arthur OS, please contact Arthur's support team for assistance, or reach out to us at [e-mail] and we'll help guide you through the process.

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Q: What data is required for a successful migration from Arthur OS to agentOS?

A: For a successful conversion to agentOS, we require the following essential information:

Mandatory data:

1. Landlord details
2. Property information
3. Tenancy data (including start and end dates)
4. Tenant information (for all tenants, not just the primary)
5. Area or location details

Additional helpful information:

1. Contractor details
2. Bank account information
3. Certificates and their expiry dates

The more complete and accurate your data is, the better the results of your conversion will be. Take your time to ensure all the information is correct and up-to-date.

If you have any questions about the data migration process or need assistance, please contact [e-mail].