Software Migration Planner
Generate a practical migration checklist based on the complexity of your portfolio and the data and workflows you plan to move.
75 units · 12 properties · 68 residents · 8 owners
Inventory
Export properties, units, residents, owners, balances, active charges, and staff access.
Data cleanup
Resolve duplicates, inactive records, stale contacts, incorrect unit assignments, and naming inconsistencies.
Opening balances
Reconcile resident balances, owner balances, deposits, reserves, and other financial starting points.
Configuration
Set properties, staff access, charge types, payment settings, communications, maintenance, inspections, and move-in workflows.
Documents
Decide which resident, property, owner, and operational documents must be migrated versus archived.
Payments
Complete payment-provider onboarding, verify bank/payment setup, test ACH, confirm fee behavior, and validate AutoPay enrollment strategy.
Validation
Compare record counts, balances, owner assignments, documents, and key reports against the source system.
Communication
Prepare staff, resident, and owner communications with login instructions, payment guidance, dates, and support contacts.
Go-live
Monitor payments, balances, resident access, communications, maintenance, and owner workflows closely through the first billing cycle.
Continue exploring
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Software Cost Calculator
Compare two software options using subscription, per-unit, onboarding, payment, and add-on costs.