Data migration - what's imported

Chris Horroll
Chris Horroll
  • Updated

Data is imported as part of the migration. The information listed below is collected during the migration process to Jupix, from all systems. (If available in your current system)

 Note

No financial, accounting, charges, or work order records are included in the migration

Data Imported As Part of The Migration 
Property  
Property Status  
Record Type (For Sale / To Let)  
Branch & User  
Owner details  
Date Last Contacted  
Date Instructed  
   
Property Address & Property Display Address  
Number of; Bedrooms
  Bathrooms / En-Suites / Toilets
  Receptions
  Kitchens
Property Type (House - Detached, House - Terraced, Apartment, etc.)  
Age of property  
Number of Parking Spaces   
Floor Area (Sq Ft or Sq M)  
Land (Acres)  
Local Council, Tax Band & Tax Cost  
   
Asking Price, Match Price & Price Qualifier  
Tenure  
Current Board Status & Board Contractor  
Viewing Arrangements  
   
Property Features (Heating, Garden, Outside, Condition)  
Area (For Matching)  
   
Property Summary, SMS Summary & Advert Summary  
   
Agency Type & Sales Terms  
Fees;  
Commission  
   
Management Type & Management Fee  
Available From Date  
Furnished Details  
   
Room names, Dimensions, Descriptions & Room Order  
Directions  
Bullet Points (Up to 10)  
   
Photos, Floorplans, EPC image & EPC Values  
   
Key Code & Description  
Checked Out Date, Checked In Date & Who to  
   
Meter Readings  
   
Commercial Property Specifics  
For Sale / To Let  
For Sale Lease Length  
For Sale Investment Yield  
Minimum Lease  
Break Clause  
Accomodation  
Amenities  
Services  
Rates  
Vat  
Legal Costs  
Planning  
Number of Units  
Price per Unit  
Rent Per Unit  
Site Area  
   
Contacts  
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  
Phone Numbers (x3)  
Email Address (x1)  
Contact Address  
Web Address  
DX Address  
Preferred Contact Method (Email, SMS, Post)  
   
Buying Position & Disposal Status  
Reason for Moving  
Rating (Hot, Normal, Cold)  
   
Marketing Preferences; Property Matching
  General Marketing
   
   
Applicant Requirements; Price Range
  Bedrooms, Bathrooms, Ensuites, Toilets & Receptions
  Furnished Type
  Areas
  Property Types
  Parking
  Tenure
  Floor Area 
  Land
Requirement Notes  
Guarantor Details  
Bank Account Details  
Solicitor Details  
   
Commercial Contact Specifics  
Requirements; To Let / For Sale
  Min / Max Floor Area
  Min / Max Site Area
   
Diary  
Viewings & Market Appraisals  
General Diary Entries  
   
Market Appraisals  
Appointment Details (Date, Time & Negotiator)  
Time on Market, Current Asking Price and Current SA Expiry Date  
Appraisal Status  
Cancelled Reason, Lost Reason, Who Lost To & Lost To Price  
Mark Up Appointment (Date, Time, & Negotiator)  
Prices; Price Low
  Price High
  Vendor Price
  Proposed Price
Notes  
   
Viewings  
Appointment Details (Date, Time, Negotiator & where meeting)  
Property & Applicant details  
Diary Notes  
Follow Up Notes & Status  
Reason Cancelled  
   
Offers  
Property & Buyer details  
Offer Date  
Offer Amount  
Offer Status  
Notes; Offer Notes
  Fixtures & Fittings Notes
   
Sales Progression  
Property, Vendor & Buyer Details  
Sale Amount  
Sale Status  
Buyer and Vendor Solicitors  
Milestone Dates  
Est Exchange /  Exchange Date  
Est Completion / Completion Date  
Fall Through Date  
Notes; Fixtures & Fittings Notes
  Special Terms
  Mortgage Arrangements
   
Tenancies  
Tenancy Status   
Tenancy Agreement Name  
Contract Type  
Start Date / End Date / Renewal Date / Notice Date  
Tenancy Term  
Rental Frequency  
Rental Amount  
Rent Due Day   
Rent Paid By  
Next Rent Due Date  
Standing Order Start Date  
Deposit Required / Deposit Scheme / Deposit Registration Number / Taken By / Held By  
Management Type  
   
Tenant details & Lead Tenant  
   
Tenancy / Property Follow Up Dates  
Tenancy;  
Property Inspection Date  
Rent Review Date  
Term Notice To Quit Date  
Term End Date  
Term Renewal Date  
   
Property;  
Gas Safety Check Date  
EPC Test Certificate Date  
PAT Electrical Check Date  
Fixed Wire Electrical Date  
Landlords Insurance Expiry Date  
   
Timeline / History   
History Notes