Switching platforms

Migrating to LeasePilot HQ is as easy as 1, 2, 3

You didn't build your portfolio one spreadsheet cell at a time, and you shouldn't have to rebuild it that way either. Download a template, drop in your existing data, and your properties, units, and tenants are ready to go — no manual re-entry, no starting from zero.

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How it works

Three steps. No re-typing.

1

Download the template

Every import gives you a ready-made spreadsheet with the exact columns we need and example rows already filled in, so there's no guesswork about formatting.

2

Fill it in with your data

Export your property, unit, and tenant list from your old platform (or copy it from whatever spreadsheet you've been tracking it in) into the template. Takes minutes, not hours.

3

Upload and go

Drop the file in, review the preview, and import. Any row with a problem is flagged with a clear reason before anything is created — fix it and re-upload, everything else goes through.

What moves with you

Everything that matters, brought over at once

Properties & units

One spreadsheet, one row per unit. List the same property name across multiple units and LeasePilot HQ creates the property once, then adds every unit under it — bedrooms, bathrooms, square footage, rent, deposit, and pet policy included.

Tenants — including co-tenants

Import your tenant roster with contact info in one pass. Households with roommates or a married couple on the lease aren't a problem — each row supports up to 6 adults, so nobody gets left off.

Your existing signed leases

Already have leases signed on your old platform or on paper? Upload the PDF and attach it to the right tenant and unit — your paper trail comes with you instead of getting stranded behind a login you're about to cancel.

Expense history

Bring in past expenses from a spreadsheet export — description, category, amount, date, and which property or unit it belongs to — so your books don't have a gap the month you switched.

Why landlords switch

You're not just changing software — you're getting more of it

Every feature, every plan

No feature locked behind a higher tier. Leases, rent collection, maintenance, vendor management, screening, and the AI leasing assistant are included starting at $9.99/mo — plans differ only by portfolio size and team seats.

Minutes, not a migration project

Most landlords import their whole portfolio in under 15 minutes and are generating their first lease the same day — no onboarding calls or waiting on a support ticket required.

Nothing held hostage

Your data is yours. Import it in, export your records any time from the Financials and Documents tabs, and never feel locked into a platform because leaving would mean losing everything.

Questions

Migration FAQ

What exactly can I import?

Properties and units together (one spreadsheet, one row per unit — the property is created once and each row adds a unit to it), and tenants (including up to 6 adults per household). You can also upload your existing signed leases as PDFs and bring in your expense history from a spreadsheet.

Do I need special software to prepare my file?

No. Every import gives you a downloadable template (.xlsx or .tsv) with the exact columns expected and example rows. Fill it in using Excel, Google Sheets, or Numbers — whatever you already use — and upload it back.

What if some rows have errors?

You'll see exactly which rows failed and why before anything is imported incorrectly — for example a missing required field or an invalid property type. Fix those rows and re-upload; everything else imports normally.

Will I lose any tenant or lease history from my old platform?

Your existing signed leases can be uploaded as PDFs and attached to the right tenant and unit, so that paper trail comes with you. Payment history and maintenance logs from your old platform typically aren't portable between systems — most landlords start rent tracking fresh in LeasePilot HQ going forward.

How long does {{TRIAL_DAYS}} days give me to get set up?

Most landlords import their whole portfolio — properties, units, and tenants — in under 15 minutes. That leaves the rest of your trial to generate a lease, invite a tenant to their portal, and see the platform running for real before you decide.

Your portfolio, imported in one sitting

Download a template, fill it in, upload it — and spend the rest of your trial actually using the platform instead of setting it up.

Start your free trial →

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