Lesson 3 of 5 · 10 min

Import your data and switch systems

Use the Migration Wizard to upload your old system's export, fix what the audit finds, load opening balances and reconcile before you go live.

You do not have to rebuild your portfolio by hand. The Migration Wizard takes an export from your old system, checks it, and holds it in a sandbox until you have proven the numbers tie. Nothing affects live operations until you choose to go live.

Start a migration

Open Setup › Onboarding / migration.
Choose the system you are leaving: AppFolio, Yardi, Buildium, Rent Manager, or CSV for anything else.
Leave the sandbox option on for your first run, then start the migration.
Upload your export files on the Upload export files step.
Run the audit and work through the findings: duplicate owner records, missing or invalid lease dates, orphaned records and unreconciled balances.
Map charge codes. Your old system names charges its own way; choose which of your charge codes each one imports as.
Promote the audited data to live records when the findings are clear.

Dashboard tiles: occupancy, rent collected, delinquent balance, open work orders, net operating income and days to lease. — The screen this lesson works in, from the StrivBridge sample company.

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