Prepare the source
Standardize addresses, property IDs, unit names, owner contacts, tenant contacts, dates, rent amounts, deposits, vendor names, and document filenames. Do not import duplicate or obsolete rows simply because they exist.
Pilot one property
Choose a property with a lease, a payment history, an open repair, and several documents. Test daily work and the owner report before moving everything.
Validate before switching
Compare record counts, balances, lease dates, open tasks, documents, and permissions. Keep a dated source export and a written rollback step.
Read how to measure the manual workflow cost before prioritizing automation.