How to Switch Property Management Software Without Losing Tenants or Data | RentAdminly

Switching PM software feels scarier than it is. Here's the playbook: what to export, what to communicate to tenants, what to set up first, and how to avoid double-billing.

By Alex Morgan | April 21, 2026

Switching PM software feels scarier than it is. Here's the playbook: what to export, what to communicate to tenants, what to set up first, and how to avoid double-billing.

The Real Reason Landlords Don't Switch

Most landlords and PMs we talk to know they're paying for features they don't use, or putting up with a UI they hate. They don't switch because the migration feels risky: what if rent stops collecting? What if a tenant gets confused and stops paying? What if I lose a year of expense data?

The truth is the migration is mostly mechanical. Here's the playbook we use with landlords moving onto RentAdminly from Buildium, AppFolio, DoorLoop, RentRedi, and TenantCloud.

Step 1: Pick a Cutover Date

Cutover should land on the first of a month between rent cycles. If rent is due on the 1st, cut over after that month's rent has cleared on the old system, before the next month's invoices generate. That's usually 7–10 days into the month.

Don't cut over mid-cycle. Don't cut over the day before rent is due.

Step 2: Export Everything from the Old System

From your current platform, export at minimum:

  • **Tenants**: name, email, phone, current lease start/end, current rent amount, security deposit held
  • **Properties and units**: address, unit number, beds/baths, sqft, current occupancy
  • **Active leases**: PDF of the signed lease, renewal date, late-fee terms
  • **Payment history**: at least the last 12 months of rent payments (for tax records and tenant disputes)
  • **Expense history**: at least the last 12 months of expenses, with categories
  • **Maintenance history**: open tickets and recent closed tickets
  • Most platforms support CS

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