Guide

How to replace your property management spreadsheets

Spreadsheets work until they don't. The switch is a project, not a click, and worth doing methodically.

Overview

Spreadsheets work until they don't. The switch is a project, not a click, and worth doing methodically.

Checklist

  • Freeze the current spreadsheet on a date.
  • Export properties, leases, ledgers.
  • Import into the new system.
  • Reconcile balances on the freeze date.
  • Run parallel for one full month, then retire the spreadsheet.
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