Switch systems without losing a thing
Bring your tenants, units, leases, balances and history — we map it for you and check it with you before go-live.
The migration process, step by step
Kickoff call
We review your current setup, unit mix, rates, fees and lease templates.
Export your data
Export tenants, units, leases, ledgers and notes to CSV — we send step-by-step instructions.
Mapping & test import
We map fields, import into a private test copy and send you a reconciliation report.
Review & sign-off
You spot-check balances, gate codes and occupancy. We fix anything that doesn't match.
Go-live import
On your chosen day we run the final import, switch your website and invite tenants to the portal.
What we bring over
- Units, sizes, rates and status
- Tenants with contacts and alternate contacts
- Active leases, rent rates and paid-through dates
- Open balances, fees and payment history
- Notes, documents and gate codes
- Leads and waitlist entries
Secure transfer
Files are exchanged over encrypted links and deleted after import.
Reconciliation report
Totals for tenants, occupancy and balances side by side — old vs. new.
US-based team
Your migration is handled by our domestic support team, start to finish.
Migration FAQ
Which systems can you migrate from?
Will tenants notice the switch?
How long does it take?
Can we run both systems for a while?
Plan your switch
Tell us about your current system and we'll outline your migration timeline.