Switch from AppFolio or Excel in under two 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 ten-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. Copy, paste and upload.
- Properties & Units Mapping
- Tenant Profiles & Contact History
- Active Lease Financials
- Open Maintenance Requests
Worried about complex data?
Our migration specialists are available to handle custom data transformations for portfolios over 100 units at no additional cost.
Talk to a migration specialist