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How to export data from Arthur Online

A practical export path for Arthur Online, then a supported import into Yorlet. Start with what you can download yourself; Yorlet handles the rest of the migration.

Export from Arthur Online

4 data types to download

  1. 1

    Transactions

    CSV.

  2. 2

    Properties, units and tenancies

    CSV or Excel from reports.

  3. 3

    Contacts

    CSV.

  4. 4

    Documents and compliance

    PDF/image files plus a CSV index of expiry dates.

Export guide

How to export your data from Arthur Online

Arthur’s support site documents a transactions export list report under Financials, with CSV as the destination and filters for group, transaction type and date range. Use that for the money trail, then export occupancy, people and documents from the corresponding modules before you cancel.
  1. 1

    Transactions

    Go to Financials, then the transactions export list report. Choose CSV as the destination, select the group the transactions apply to, set transaction types and a date range, then run the report.

    Typical format: CSV.

  2. 2

    Properties, units and tenancies

    Run occupancy and property reports for buildings, units or rooms and current tenancies. Include void and HMO room records so the hierarchy survives the move.

    Typical format: CSV or Excel from reports.

  3. 3

    Contacts

    Export tenants, owners, contractors and applicants from the stakeholder records. Keep email and phone fields complete so portals can be re-invited.

    Typical format: CSV.

  4. 4

    Documents and compliance

    Download certificates, tenancy agreements and files stored on property and occupancy records. Compliance dates should be exported as a report as well as files.

    Typical format: PDF/image files plus a CSV index of expiry dates.

Watch-outs before you leave

  • Transaction reports are filtered before they run so large ledgers do not time out. Export several date ranges rather than “all time” in one go.
  • Room-level HMO records need a target system that understands the same hierarchy. Confirm mapping with Yorlet before go-live.
  • Owner and occupant apps will lose access at cutover. Issue final statements and a forwarding path first.
Import

Importing into Yorlet

Grant Yorlet access to Arthur Online (and any connected CRM, collector or maintenance tool). We transfer properties, people, tenancies, balances and documents, train your team and stay with you through go-live. Read the generic switch process if you want the four-stage view.

Before you export

  • Keep identifiers (tenancy ID, property ID, email) consistent across every export file.
  • Export connected systems in the same window so repairs and payments still join to the tenancy.
  • Plan Direct Debit re-enrolment if the collector is changing.

Switch from Arthur Online

Tell us about your book. We will scope the Arthur Online extract with you and map it onto Yorlet.

Moving off Arthur Online?

Share a work email and we will take the next step.

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FAQ

Exporting from Arthur Online

How do I export Arthur transactions?
Financials → transactions export list report → CSV, then filter by group, transaction type and date range. Large books should be split by date.
Can Yorlet migrate an HMO book from Arthur?
Yes. Room, unit and building records can be mapped during a supported switch so occupancy is not flattened into a single unit.

Last reviewed 15 September 2026.

Sources: Arthur Online PMS, Arthur Online pricing, Arthur transaction export.

Comparisons use publicly available product, help-centre and pricing pages. They are not an official statement by Arthur Online and are not a complete catalogue of every module or partner integration. Capabilities change; check the vendor’s own site before you buy. Arthur Online and related marks are trademarks of their owners. Yorlet uses competitor names only to identify those products. If something is wrong, contact us and we will correct it.

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