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DeleteAllPortalData(StartOver)

Objective

Wipe every property, unit, lease, tenant, vendor, charge, payment, expense, and accounting record imported into your portal so you can re-import a fresh dataset from a different property management system. Available throughout the beta — a 30-day post-activation window will apply at GA.

Prerequisites

  • •You must be signed in as a Manager, Admin, or Master Admin
  • •You should have your replacement export from Yardi, AppFolio, Buildium, or another PM system ready before wiping — the import banner reactivates immediately after deletion

Step-by-Step Instructions

  1. 1

    Navigate to Settings from the left sidebar.

  2. 2

    Scroll past the Account, Two-Factor, Notifications, and Advanced sections to the red Delete All Portal Data card at the bottom of the page.

  3. 3

    > [Screenshot: Settings page scrolled to the red Danger Zone card]

  4. 4

    During beta the card is always available. At GA a 30-day post-activation window will apply: after that the card disappears and you can only revert individual import batches via Advanced → Revert Specific Import.

  5. 5

    Read the description of what gets deleted vs. what is kept (see the lists below). Click Delete All Portal Data.

  6. 6

    In the confirmation panel:

    • —Type your company name exactly as shown (case-insensitive) into the input field.
    • —Tick the acknowledgement checkbox: "I understand this permanently deletes all imported data and cannot be undone."
    • —Click Permanently Delete All Data.
  7. 7

    > [Screenshot: Confirmation panel with company name typed in and the checkbox ticked]

  8. 8

    The wipe runs inside a single database transaction (typically 5-30 seconds for small portfolios, up to 3 minutes for large ones). On success, a green summary card lists how many of each record type were removed.

  9. 9

    The Migration Hub banner and sidebar Import Data link reactivate automatically. Open the Migration Hub and re-import from your replacement source.

  10. 10

    What gets DELETED:

    • —All properties, units, ownerships, and property managers
    • —All leases, lease parties, renewals, rent schedules, and security deposit dispositions
    • —All tenants, tenant portal users, autopay enrollments, screening results, credits, and notices
    • —All vendors, 1099 statuses, vendor contracts, and recurring payables
    • —All financial transactions: charges, payments, payment allocations, expenses, payment batches
    • —All accounting: journal entries, journal lines, recurring journals, closed periods, entry counters
    • —All bank accounts, bank reconciliations, and bank transactions
    • —All maintenance requests, work orders, inspections, and preventive tasks
    • —All documents, listings, violations, insurance policies, and fixed assets
    • —All investors, investments, capital calls, distributions, K-1s, and waterfall structures
    • —All owner distributions, owner tax documents, and owner payout allocations
    • —All prospects, applications, quotes, tasks, compliance items, and notice templates
    • —All reserve accounts, reserve transactions, CAM distributions, recovery pools, and tax escalations
    • —All construction projects, draw requests, and HPD rent increases
    • —All custom roles and migration job history
  11. 11

    What is KEPT (so you can keep working):

    • —Your Company profile and Company Settings (default management fee, billing config, etc.)
    • —Your Manager / Admin / Master Admin user accounts (you stay logged in)
    • —Your subscription, billing invoices, and Stripe linkage
    • —Your GL chart of accounts so the books are pre-seeded for the next import
    • —The audit trail (regulatory: every destructive action remains in history)
    • —Support tickets, replies, and attachments (account history)
    • —Admin impersonation requests / grants (admin tooling state)
  12. 12

    After completion, Company.onboardingStatus is reset to PENDING_MIGRATION, which restores the amber migration banner at the top of every page and the Import Data link in the sidebar.

Troubleshooting Tips

Pro Tip:If you only need to undo a single mistaken import, use Settings → Advanced → Revert Specific Import instead. That route accepts a batch ID and only deletes records created during that one import run.
Note:The deletion runs inside a single Prisma transaction with a 3-minute timeout. If it fails partway through (e.g. database timeout on a very large portfolio), nothing is deleted — the transaction rolls back to the pre-delete state. Re-run safely.
Note:Every Delete All Portal Data action writes a CRITICAL-severity audit trail entry tagged COMPANY_PORTAL_DATA with row counts for each table. Audit history persists across the wipe so the action is permanently recorded.
Note:During beta the wipe is always available. At GA a 30-day post-activation window will apply, after which the per-batch Advanced → Revert Specific Import is the only way to recover from a bad import. Plan your initial migration carefully — Valix Support can help if you need an extension.

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