Rockend has had over 35 years’ experience with data migrations. We strive to make this process as seamless as possible. As with all data migrations, a successful outcome in Property Tree will depend upon the current state of the data in Rest Professional.

As part of your Property Tree migration you will participate in a Trial data migration. A trial review session will follow with your trainer to review your Rest database. This review will highlight what Rest data clean-up is required to be completed by your office before the final migration

Many offices take this opportunity to review their data integrity procedures and update any unconventional data practices and/or general clutter in Rest before moving to Property Tree.

After the Final data migration is complete, your trainer will advise you of any areas in Property Tree that require review before you start transacting in the new system. 

We recommend that you begin preparing your data as soon as you are ready to migrate to Property Tree. The below outlines some areas that can be cleaned up prior to the Trial data migration. 

Master Files – Owners

  • Archive any Ownership Files as applicable
  • Ensure communication method for Income and Expenditure and Ownership Statements. N.B. To make the most of Property Tree’s Automated Communications Email is the preferred method for both
  • Ensure Ownership Address format follows the below format
    • Line 1: [Number] [Street Name] [Street Type]
    • Line 2: [Suburb] [State] [Postcode]
    • Line 3: only required if there is a “property name” (which comes first) then all other details shift down one line
  • Split out multiple Ownership contacts
  • Ensure ABN information and GST registration status is entered and accurate for Commercial Owners

Master Files – Properties

  • Archive any Property Files as applicable
  • Ensure Portfolios are set up and accurate
  • Property Tree can store smoke alarm and key information, as well as automate your routine inspections. To make the most out of Property Tree Audit and Check:
    • Key Numbers
    • Smoke Alarm information is entered and accurate
    • Inspection Dates & Times are entered and accurate
  • Ensure Property Address format follows the below format:
    • Line 1: [Number] [Street Name] [Street Type]
    • Line 2: [Suburb] [State] [Postcode]
    • Line 3: only required if there is a “property name” (which comes first) then all other details shift down one line

Master Files – Tenancies

  • Archive any Tenancy Files as applicable
  • Split out multiple Tenancy contacts
  • Audit and update;
    • Tenancy Lease Dates
    • Tenancy Rent Review Dates
    • Any scheduled changes to rent
  • Enter Vacate Dates for terminated or vacating tenancies

Master Files – Creditors

  • Archive any Creditor Files as applicable
  • Ensure Address format follows the below format:
    • Line 1: [Number] [Street Name] [Street Type]
    • Line 2: [Suburb] [State] [Postcode]
    • Line 3: only required if there is a “property name” (which comes first) then all other details shift down one line
  • Audit and Update Creditor Payment Information

Preparing for Go Live

  • Prepare your Company and User Branding for Property Tree
    • Logo should be either jpg or .png format, 400KB maximum file size and recommended dimensions of 400 x 120 pixels
    • Company Banner should be either jpg or .png format, 400KB maximum file size and recommended dimensions of 400 x 120 pixels
    • User Banner should be jpg or .png format and be a maximum of 750 x 210 pixels in size.
  • When you move to Property Tree you will need to update your Mail Merge templates with Property Tree Merge Fields. It is a good idea to audit your templates and remove any unnecessary templates prior to the migration
  • If you are using Rockend SMS you will need to notify Edgility of your end date with Rest Professional. Property Tree uses an in-app SMS feature that you can activate as you go live with Property Tree
  • At the trial migration you may be directed by your consultant to change certain system options. This will ensure that you are able to make the most of the automated communications and accounting options.
  • If you would like to use Property Tree's Inspections API an arrangement must be made with a 3rd party provider to sync inspections with.
  • Notify Owners, Tenants and Creditors of the software change

30/10/2019 1:47 pm AEDT

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