Migration

Switch from spreadsheets or legacy tools in under 2 hours

Switch from AppFolio/Excel in under 2 hours.

We've eliminated the friction of switching property management software. Our migration engine handles the heavy lifting so you can focus on your portfolio.

The 10-Step Migration Blueprint

The exact process our team uses to onboard new portfolios.

1.Export your current data

Download your properties, tenants, and active leases from Excel, AppFolio, or Buildium as CSV files.

2.Download our templates

Get our standardized import templates designed for perfect data mapping.

3.Map your portfolio

Copy and paste your data into our simple property and unit templates.

4.Import properties

Upload your property file. Our system validates addresses and unit structures instantly.

5.Add tenant profiles

Bulk upload your resident contact information and history.

6.Initialize active leases

Set your rent amounts and expiration dates to restart the automated rent cycle.

7.Review financials

Verify starting balances and recurring charges before going live.

8.Connect bank accounts

Securely link your operating accounts for automated reconciliation.

9.Send portal invites

Automate the rollout of the new tenant portal to all your residents.

10.Switch complete

You are now running on autopilot. Your next rent run is fully automated.

Standardized Data Templates

Our import templates are pre-configured to match the core entities of your portfolio. Simply copy-paste and upload.

  • Properties & Units Mapping
  • Tenant Profiles & Contact History
  • Active Lease Financials
  • Open Maintenance Requests
properties_template.xlsx

Worried about complex data?

Our migration specialists are available to handle custom data transformations for portfolios over 100 units at no additional cost.