Guide

How to import a property portfolio into a new system

Migrations fail on rent-history, deposit-history, and open work orders. Plan for each.

Import your portfolio

Overview

Migrations fail on rent-history, deposit-history, and open work orders. Plan for each.

Checklist

Export properties, units, leases, residents, ledgers, and open work orders from the current system.
Clean the CSVs: consistent addresses, no duplicate units, dates in ISO format.
Import in this order: properties → units → leases → residents → ledgers.
Reconcile ledger balances against the old system on a specific cutoff date.
Cutover date: new charges only in the new system after the cutover.

Related resources

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