We handle the whole move. We get your records out of the old system, load your full history into the new one, reconcile every balance, and archive the old one. Your staff keeps working while we do it.
Book a free 20-minute switch planAudio call. We map out what moves, how long it takes, and what it costs.
Switching means getting years of tenant, owner and accounting history out of one system and into another. Vendor imports usually bring over current tenants, the rent roll and opening balances. The rest is left to you: re-keying, cleanup, and paying for the old system just to look things up. So a lot of firms stay on software they've outgrown.
switching is such a monumental task that I am staying for nowPublic review of a property management platform
all of your data is in their system and only some things can be exportedPublic review of a property management platform
Their onboarding team completely screwed up our data migration... every fix they implement, causes another accounting issue!Public review of a property management platform
We get the data out ourselves, through your software's API where it has one, or its built-in reports. Your part is approving access.
Before cutover you get a reconciliation report covering every trust, owner, tenant and deposit balance we moved. If anything we migrated doesn't tie out, we keep working at no charge until it does.
20 minutes, audio only.
Field mapping, data quality review, fixed quote and cutover plan. Credited in full toward your migration.
Most land in this range. Depends on units, years of history and the two platforms.
The compliance archive is a small monthly fee for as long as you want it kept.
AppFolio, Buildium, Rent Manager, Yardi Breeze, Propertyware, DoorLoop, Rentvine, Rentec Direct, TenantCloud, RentRedi, TurboTenant, Innago and spreadsheets. Don't see yours? Ask on the call.
Usually it moves current tenants, the rent roll and opening balances. That's enough to start, but your history stays in the old system. We move the history and prove the balances match.
An hour or two from one person: approving access, answering a few questions, and signing off on the reconciliation report. We do the extraction, mapping, loading and cleanup.
No. We get the data out ourselves, through your software's API where it has one, or its built-in reports. You approve access. That's it.
Getting data out is the easy part. The hard part is getting years of history into the new system, since most imports only accept current records and opening balances. Then every trust, owner and tenant balance has to match the old system to the penny. That reconciliation, and fixing whatever doesn't match, is the work you're paying for.
It depends on size and how clean the data is. The assessment ends with a fixed quote and a cutover date you can plan around.
Encrypted in transit and at rest, access limited to the people doing your migration, and deleted on the schedule you choose. The archive is yours.
Switch & Keep is a small, independent team that does one thing: moving records between property and HOA platforms with the history intact. We don't resell any software.
Or email hello@switchandkeep.com.