Guide

How to switch property management software (without breaking anything)

Migrations fail without a cutover plan. Ledger continuity, resident portal migration, and pending work orders are where breakage lives.

Overview

Migrations fail without a cutover plan. Ledger continuity, resident portal migration, and pending work orders are where breakage lives.

Checklist

  • Pick a cutover date one month out.
  • Export everything from the current system.
  • Import to the new system.
  • Reconcile against the cutover date.
  • Notify residents of the portal change.
  • Retire the old system after 60 days of parallel.
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