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MigrationHub:BulkDataImport

Objective

Import properties, units, tenants, leases, and payments from legacy systems (Yardi, AppFolio, Buildium, spreadsheets) using CSV or PDF ingestion.

Prerequisites

  • •You must be signed in as a Manager, Admin, or Master Admin
  • •Export files from your old system (CSV, XLSX) OR PDF leases to ingest

Step-by-Step Instructions

  1. 1

    Navigate to Settings → Import Data (Migration Hub).

  2. 2

    The Hub walks you through 8 steps:

    • —1. Upload: Drop your CSV/PDF files.
    • —2. Map Columns: Match your source columns to Valix fields.
    • —3. Validate: Valix checks for missing required fields and data quality issues.
    • —4. Review: See a preview of what will be imported.
    • —5. Execute: Run the import in a transaction.
    • —6. AI Extract (PDFs only): For lease PDFs, Gemini extracts 22 fields per document.
    • —7. Approve: Review AI-extracted leases and approve each one.
    • —8. Send Portal Invites: Batch-invite migrated tenants to the Tenant Portal.
  3. 3

    Each step logs progress to the audit trail so you can trace any issues.

Troubleshooting Tips

Pro Tip:For Yardi Breeze exports, Valix has a pre-configured column mapping template — select 'Yardi Breeze' during Step 2 to skip manual mapping.
Note:If your source CSV has addresses like '59 Plain Avenue, New Rochelle, NY 10801' in a single column, Valix will automatically parse them into street/city/state/zip.
Note:Duplicate detection uses property name + address. Re-running an import with the same data is safe — existing records are skipped.

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