How to Import your Data


Arthur provides a Paid import service for clients  from £250.00 + vat depending on what needs to be imported and the condition of the data being presented.

If you decide to do this yourselves and encounter problems it`s impossible for us to identify the problem due to the complexity of an import.  Each spreadsheet is linked and must be done in the correct order listed below. Because of the linked sheets a single cell could create a problem.

The order of imports are:

  1. Area template – Optional
  2. Unit type template – Optional
  3. Entity template – Optional
  4. Property template – Required
  5. Unit template – Required
  6. Tenancy template – Required
  7. Tenant template includes tenancy recurring charges – Required
  8. Other Transnational templates – Optional
    • Recurring charges – e.g management fees
    • Transaction template – opening balances and registered deposits

To view what goes into the columns and in what format see import guide links

Still have a question?

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