Start with active records, clean duplicate and outdated rows, map spreadsheet columns to the new system, import a small sample, and verify totals before the full move. Keep the spreadsheet read-only during a short parallel-check period, assign an owner for each data set, and document which system becomes the source of truth on cutover day.
Property management answer
How do I switch from spreadsheets to property management software?
Keep property operations in one place
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