Property Management Software Migration Plan with Rentec Direct

Rentec Direct makes property management software migration simple, streamlined, and stress-free, allowing you to focus on your business with confidence and support.

Switching property management software can feel like a complex hurdle that many property managers and landlords hesitate to cross. The thought of migrating years of data, dealing with contracts, and learning a new system is enough to keep anyone tied to a platform they’ve outgrown. However, that doesn’t have to be the reality of finding the best property management software that meets your rental business goals.

Our mission at Rentec Direct is to provide an intuitive platform and, just as importantly, a seamless on-ramp. That’s why our dedicated Account Setup Advisors are here to provide one-on-one support, making the process of migrating or switching from another platform simple and affordable—even if you are still under contract with your previous software option.

We’ve distilled the entire process into 4 easy-to-follow steps to ensure a smooth, confident transition to your new, more straightforward way of managing properties with Rentec Direct.

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Four Easy Steps for Property Management Software Migration to Rentec Direct

1. Create Your Rentec Direct Account to begin your Free Trial

This is the foundational step toward unlocking a more streamlined and efficient way to manage your properties. By setting up your Rentec Direct account, you gain immediate access to the platform and begin your journey toward consolidating your property management operations in a single powerful system. This simple action marks the beginning of saving time, reducing stress, and leveraging industry-leading tools designed for property managers of all sizes.

2. Schedule a Demo to connect with your Account Advisor 

Once your account is created, your next action is to leverage our most valuable resource: your dedicated Account Advisor. This personalized support is a hallmark of the Rentec Direct experience.

When you meet with them, be sure to discuss a few key details:

  • Your migration status: Confirm that you are migrating from another property management software.
  • Current contract status: Inform your advisor if you are currently under a contract with your previous software company. They can offer guidance on managing this transition.
  • Data Import Needs: Let them know if you’d like help importing your essential data (Properties, Tenants, Vendors, Owners). Utilizing our import services can save you countless hours of manual data entry.

3. Plan Ahead and Pick a Date

The key to a smooth migration is a precise cut-off date. Select a specific day when you would like to begin actively using your new Rentec Direct account. This date should be well-communicated to all involved parties. Choosing a start date allows your Account Advisor to structure your setup assistance and training schedule effectively, ensuring you are fully prepared and operational from day one.

4. Contact Your Current Software Company

To facilitate the data transfer, you must obtain a copy or download of your information from your current software company for your records. Reaching out to them early is vital. The most common and essential information you will need to save and transfer includes:

  • Properties and their associated details.
  • Tenant information and lease data.
  • Vendor and Owner records.
  • Detailed Transaction History.
  • Other account user information.
  • Your Chart of Accounts, if applicable.

Having this information in a usable format is crucial for a quick, accurate data import and for retaining it for your records.

Pro Tips for a Seamless Transition

Beyond the four core steps, a few additional practices can make your switch even smoother:

  • Dedicated, Free Support: Remember that every Rentec Direct account receives a dedicated Account Advisor who provides free, personalized training, support, and setup assistance. Utilize this resource! You can schedule meetings directly with your Advisor at a time that works for you.
  • Prepare for Online Rent Payments: If you plan to offer your tenants the convenience of paying rent online, apply for a merchant account directly through your Rentec Direct account. We recommend starting this process about 30 days before your chosen beginning date to ensure it is approved and active in time.
  • Quicker Data Import Format: To ensure the fastest, most efficient data import, obtain your reports from your old system in a spreadsheet format (e.g., CSV or Excel).

Property Management Software Data Import Services: We’ll Handle the Heavy Lifting

For clients managing more than 25 units, Rentec Direct offers professional data import services. This service helps you upload your existing data for Tenants, Properties, Vendors, and Owners from your previous system directly into your new Rentec Direct account.

To take advantage of this time-saving service, you will copy your historical data into simplified spreadsheet templates provided by Rentec Direct, and our team will handle the upload and mapping. This ensures accuracy and saves you from having to manually enter information. For comprehensive details on the process, including limitations and required data formats, please check out our article about Data Import Services or simply ask your dedicated Account Advisor for more information.

Click here to schedule time with your dedicated Account Advisor today and start your journey to simpler property management.

Final Thought

Property management software migration is not a hurdle; it’s an upgrade. With a straightforward process and dedicated one-on-one support, Rentec Direct transforms migration from a burden into a simple, positive step for your rental business.