Migrate your Rent Manager data

Properties are the top-level container in Rent Manager, containing Buildings and Units. The API exposes read/write access to property records including address, type, amenities, and classification (Standard, Premium, Deluxe). We migrate properties 1:1 and preserve amenity categorization as a custom property field.

Buildings nest under Properties and group Units spatially. Rent Manager uses a hierarchical parent-child structure. We preserve building-to-property linkage during migration by maintaining the parent Property ID reference in the target system.

Units are the leaseable asset level, linked to Buildings and assigned to Tenants via active leases. Unit fields include rent amount, bed/bath count, and occupancy status. We map unit records 1:1 and flag any Make Ready scheduling data for manual reconciliation.

Tenants are the primary resident records, housing contact details, lease associations, payment history, and balances. Sensitive fields (SSN, credit card data) are encrypted in Rent Manager; we require admin-issued API credentials with appropriate read scopes to access tenant PII.

Prospects are pre-lease leads tracked through a leasing pipeline with status stages. The Prospect Leasing Board captures each individual's progress. We migrate prospect records and preserve their pipeline stage as a custom field in the destination system, since most CRMs lack the native leasing-board concept.

Owners are investor or property-title holders linked to Properties and receiving owner statements. Owner portal access is included in all bundles. We migrate owner records with their linked property associations intact.

Vendors are linked to work orders, purchase orders, and AP transactions. The Plus tier includes Vendor Management with no-cost vendor pay. We migrate vendor records including contact info, W-9 status, and AP account assignments.

Leases tie Tenants to Units, define rent terms, and govern security deposits. Rent Manager handles lease renewals and move-out processing with deposit deductions. We map active leases 1:1 and flag expired leases for archival treatment based on customer scope.

Work orders link Tenants, Vendors, and Units and track maintenance request lifecycle. Service Tech Mapping (Plus tier feature) assigns technicians to routes. We migrate open work orders and their key fields; technician assignment routing logic requires manual reconfiguration in the destination.

Rent Manager ships with a complete double-entry accounting system. The chart of accounts supports property-level segmentation and department/cost-center assignments. We migrate GL account codes and structures 1:1 and validate that account types map correctly to the destination's accounting model.

Rent Manager separates AR charges and AP invoices as distinct line items; paid invoices generate separate check lines rather than updating the invoice record. This bifurcation in the transaction model requires mapping to avoid duplication in the destination system's invoice registers.

All bundles include unlimited custom fields. Rent Manager's Wizard Designer controls which fields are required at entity creation. We capture custom field definitions during the discovery phase and apply them as custom properties in the target, using value-mapping where dropdown options differ.

Role types include Property Manager, Resident/Tenant, Owner, and Vendor. Custom permission sets gate access to features like journal entry corrections and invoice payment approval. We map user-to-role assignments but note that permission structures are destination-platform-specific and require manual ACL rebuilding.

Rent Manager stores documents linked to entities (leases, tenants, properties) but the attachment binary storage is not exposed via the public API. We do not migrate attachment blobs. We flag affected records and recommend manual document re-upload post-migration or a guided file-transfer session.