Make an inventory
List your companies, properties, units, residents, leases, vendors, documents and current software. Choose one person to coordinate the move.
BRING YOUR WORK WITH YOU
A thoughtful move.
A clearer place to work.
Move to Key Managing in manageable steps. Your records, permissions and opening balances deserve a careful handoff.
Prepare the records
Export the records you are authorized to move. Keep the original exports, identify each property and unit consistently, and remove duplicate contacts. Use the import tools available in your Owner Portal.
Check a small sample
Start with one property. Review its resident details, lease dates, rent, opening balances and document ownership before expanding the import.
Reconcile the money
Compare the source reports with the new records by property and resident. Have an authorized reviewer approve opening balances, deposits and any adjustments.
Invite your team
Assign company roles and property access, test the everyday workflows and confirm the people who may approve invoices, sign documents or contact residents.
Make the handoff
Choose a cutover date. Review outstanding repairs, upcoming lease dates, bank and payment connections, and the final changes since your original export. Invite residents and investors after their records have been checked.
Prepare these exports first
A property and unit list, resident and lease list, rent and deposit balances as of one date, open maintenance requests, vendor contacts, and an organized document index. Supported formats and required columns are shown in the workspace’s import tools.