Importing data from a previous system
by Platuni | 30 Dec, 2025 | 5 mins read
Platuni
30 December, 2025
5 mins read
Moving from another property management system into Platuni does not need to disrupt your operations. Platuni supports structured imports so you can bring your existing data into one unified environment and continue working without starting over.
Data you can import
You can import core operational data, including:
• Tenant and resident profiles
• Properties, buildings and units
• Current balances and outstanding charges
• Lease records and key lease dates
Importing this information ensures continuity in billing, reporting and resident history.
Best practice order of operations
To avoid errors and duplication, follow this recommended order:
- Import properties and units first
- Import tenant or resident profiles
- Import active leases and lease dates
- Import balances and financial data
This order ensures that records link correctly and that residents, leases and balances attach to the right units.
Common data mapping questions
During import, teams often ask:
• How units match across systems
• Whether tenant IDs must be unique
• How shared units or roommates are handled
• How balances apply to current billing cycles
Platuni provides import templates and validation checks to help you map your data correctly before finalizing the upload.
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