Migration
Moving Non-Profit Housing Records Off Spreadsheets
Import your unit list and rent roll with a review step, upload existing agreements, and keep historical payments on their true dates.
Most non-profit housing providers already have the data — it is just spread across workbooks, PDFs and someone's memory. Migration into Propvera is deliberately reviewable: a spreadsheet import that shows you exactly what will be created before anything is saved, PDF agreement upload that matches records to units, and historical payments recorded on their true received dates so past months still report correctly.
Summary
- Propvera imports non-profit housing records from spreadsheets with a preview and correction step before anything is saved.
- Imports create properties, units, households, agreements and payment history in the correct hierarchy.
- Historical payments keep their true received date, so prior months report accurately after migration.
- Each import is grouped under a batch so it can be undone if the source data was wrong.
- Founder-led onboarding and migration help are included, with preferred pricing for eligible non-profit organizations.
Who this is for
Providers on spreadsheets
Organizations tracking units, rent and repairs across several workbooks.
Teams leaving a legacy system
Providers exporting from an older platform and needing a clean structure.
Paper-heavy portfolios
Operators with agreements in binders that need to become searchable documents.
New administrators
Staff inheriting records and wanting one dependable source going forward.
How migration works
Spreadsheet import
Upload your rent roll or unit list; columns are mapped and the structure is detected before saving.
Preview and correct
See the properties, units, households and agreements that will be created, and fix mappings first.
Agreement upload
Existing agreements upload as PDFs, with details extracted and matched to the right unit for review.
Historical payments
Past charges and receipts recorded on their true dates so prior periods report correctly.
Batch undo
Every import is grouped, so an import built on bad source data can be rolled back to the recycle bin.
Founder-led help
Walkthroughs of your actual files before you commit, included with onboarding.
Nothing is saved before you approve it
The importer reads your file, detects the portfolio structure, groups rows into properties, units, households and agreements, filters blank and header rows, and then shows you the result. Mapping corrections happen at the preview stage, and duplicate warnings appear before anything is created.
- Column mapping with correction before saving
- Property, unit, household and agreement grouping detected
- Duplicate and skipped-row reporting, not silent failures
- Every import grouped under a batch for undo
History that still reports correctly
Migrating records is only useful if last year still reads correctly. Historical payments carry their true received date, rent schedules can start from a chosen date, and previous rent increases can be recorded as a baseline without changing current rent or notifying anyone.
Documents become searchable
Agreements, notices and inspections upload into a document vault attached to the property and unit, stored privately with controlled visibility and download links that expire — so a binder becomes something staff can find in seconds.
Preferred pricing and a walkthrough first
Eligible non-profit and charitable organizations can access preferred pricing. Book a migration walkthrough with your actual files and see the structure before you commit to anything.
Frequently asked questions
What can we import from a spreadsheet?
Properties, units, households, agreements and payment history. The importer detects the structure of a rent roll and shows you the grouped result before anything is saved.
What if our spreadsheet is messy?
Blank and header rows are filtered, unmapped columns are surfaced, duplicates are flagged and skipped rows are reported rather than silently dropped. You correct the mapping at the preview stage.
Can an import be undone?
Yes. Each import is grouped under a batch, so it can be rolled back to the recycle bin if the source data turns out to be wrong.
Will last year still report correctly?
Yes. Historical payments keep their true received date, which is the authoritative financial date, so prior months and years report accurately.
What about our existing leases and agreements?
They can be uploaded as PDFs, with details extracted for review and matched to the correct unit, and are stored in the unit's document vault.
Do we get help, or is it self-serve?
Both. You can import yourself, or book a migration walkthrough and go through your actual files with the founder before committing.
Is there preferred pricing for non-profit organizations?
Yes, for eligible non-profit organizations and registered charities. Book a walkthrough and eligibility is confirmed with you.