Overview
Migrations fail on rent-history, deposit-history, and open work orders. Plan for each.
Migrations fail on rent-history, deposit-history, and open work orders. Plan for each.
Import in dependency order — properties, then units, then residents, then active leases, then open balances — validating each stage before the next, and reconcile balances against your old system before you go live.
Migrations fail on rent-history, deposit-history, and open work orders. Plan for each.
Every failed migration failed the same way: balances were imported before the charges that explain them, so the numbers matched on day one and diverged by month-end.
Import in order, and check a sample of leases by hand against the old system. The point of the reconciliation is not the total, it is finding the one charge type that mapped wrong.
1. Export properties, units, leases, residents, ledgers, and open work orders from the current system. 2. Clean the CSVs: consistent addresses, no duplicate units, dates in ISO format. 3. Import in this order: properties → units → leases → residents → ledgers. 4. Reconcile ledger balances against the old system on a specific cutoff date. 5. Cutover date: new charges only in the new system after the cutover.
Bring what you would need to answer a resident or owner question: lease documents, ledger history, deposits, and open work orders. Deep archives can stay exported.
The step-by-step to migrate from spreadsheets to a real property management system without losing history.
Spreadsheets stop working around unit five. Here's how to migrate to a real system without losing data.
Base price is not what you pay. The hidden costs of property management software — add-ons, integrations, SMS, and staff time — and how to find them.
How add-on modules — screening, accounting, resident portals, websites — push the real price of property management software far above the base plan.
Every integration between separate property tools has a cost — setup, maintenance, and failure. Here's how to count it and when consolidation is cheaper.
A practical path from a pile of single-purpose tools to one connected property management platform — without losing data or breaking workflows.
$49/month includes 5 units, then per-unit pricing that drops as you grow. Optional modules are billed separately and must be added deliberately.
Import your portfolio