Zion Data Solutions
Precise migrations. Verified data. No exceptions.
01Home02Data03Process04Trust05Contact
Old system

Switching property management software shouldn't mean losing your history.

Whether you're switching platforms or bringing over data from a new acquisition, we migrate owner ledgers, property records, and lease files between AppFolio, Buildium, Rentvine, Yardi, and more, all verified against the source before we hand back the keys.

verified
complete
Migration manifest
No. 0417
FromOld Software
ToNew Software
Portfolio / ownersIncluded
Properties / unitsIncluded
LeasesIncluded
Marketing detailsIncluded
Assessed◆Migrated◆Verified◆Handed off◆Assessed◆Migrated◆Verified◆Handed off◆Assessed◆Migrated◆Verified◆Handed off◆Assessed◆Migrated◆Verified◆Handed off◆

Where your data actually lands

Not just a promise. Here's what your records look like once they're organized in your new system.

Illustrative example
Owner / Portfolio
FilesStatementsBills
Owner Statement 2025
Owner Ledger All Time
Management Agreement
Owner Communication

Owner records, organized by folder

Illustrative example
Property
FilesMarketingMaintenance
Marketing Photos
Utilities & Appliances
Maintenance Notes
Custom Fields

Property files, structured and searchable

Illustrative example
Lease
FilesLedgerDocuments
Lease Document
Lease Ledger All Time
Tenant Communication
Insurance Details

Lease history, ready when you need it

Illustrative example
Owner / Portfolio
FilesStatementsBills
Owner Statement 2025
Owner Ledger All Time
Management Agreement
Owner Communication

Owner records, organized by folder

Illustrative example
Property
FilesMarketingMaintenance
Marketing Photos
Utilities & Appliances
Maintenance Notes
Custom Fields

Property files, structured and searchable

Illustrative example
Lease
FilesLedgerDocuments
Lease Document
Lease Ledger All Time
Tenant Communication
Insurance Details

Lease history, ready when you need it

Illustrative example
Owner / Portfolio
FilesStatementsBills
Owner Statement 2025
Owner Ledger All Time
Management Agreement
Owner Communication

Owner records, organized by folder

Illustrative example
Property
FilesMarketingMaintenance
Marketing Photos
Utilities & Appliances
Maintenance Notes
Custom Fields

Property files, structured and searchable

Illustrative example
Lease
FilesLedgerDocuments
Lease Document
Lease Ledger All Time
Tenant Communication
Insurance Details

Lease history, ready when you need it

Real screenshot
Owner folders organized in Rentvine

Owner records, organized by folder

Real screenshot
Property folders organized in Rentvine

Property files, structured and searchable

Real screenshot
Lease folders organized in Rentvine

Lease history, ready when you need it

Not a copy-paste job

Anyone can move files. We analyze how your data is structured, then place every record where it belongs in your new system, not just where it happened to sit in your old one.

No confusion

Every record lands in the field it's meant for, mapped to how your new system actually works.

No digging

Owners, properties, and leases are organized from day one, not scattered across mismatched folders.

No misfiled financials

Ledgers and statements are checked line by line, so nothing ends up in the wrong account.

What moves with you

Every transfer covers three core areas of your portfolio, mapped and configured to match how your new system is organized.

Portfolio & owners

  • Cash flow and owner ledger reports
  • Management agreements
  • Files, attachments & notes
  • Owner communication history

Properties & units

  • Marketing details, photos & custom fields
  • Utilities, appliances & maintenance notes
  • Keys, filter sizes & property notes
  • Files & attachments

Leases

  • Full lease ledger & lease documents
  • Insurance details & screening records
  • Emergency contacts, vehicles & animals
  • Tenant communication & notes
Optional add-ons: historical work orders, tenant applications, owner statement packets, inspections, and historical bills, priced by data volume.

Built for compliance, not just convenience

Owner statements and tenant ledgers typically need to be kept for 5 to 7 years to meet IRS requirements. We organize your historical records so they hold up if you're ever audited, not just moved, but genuinely retrievable.

Stay compliant

Records are retained and organized to meet standard IRS retention guidance.

Stay audit-ready

Every ledger and statement is filed where an auditor would expect to find it.

Stay in control

You know exactly where your historical data lives, long after the migration is done.

Want exact numbers for your portfolio?

We use a live pricing calculator scoped to your unit count and add-ons. Request a quick call and we'll set you up with access, so you can see your real numbers, not just a range.

Request calculator access

How a migration runs

Chapter 0101

Assessment

We audit your current system and scope the transfer to the size of your portfolio.

Chapter 0202

Mapping & preferences

Custom fields, folder structure, and how notes carry over are configured to your preference.

Chapter 0303

Transfer at cutover

Records move once your financial cutoff is set, without disrupting daily operations.

Chapter 0404

Validation & handoff

Every ledger, lease, and file is checked against the source, with a walkthrough of your new system.

0
records lost across completed migrations
7
property management platforms supported
Scoped
timeline, sized to your number of units
”
★★★★★

The Zion Data Solutions team assisted us greatly in our software transition. They were instrumental in successfully transferring all documentation, and addressed our questions promptly with thorough explanations of the process and timeline.

Jeremy Fuller
Fayetteville Homes for Rent
”
★★★★★

PJ and his team saved us so much time. I appreciate this team so much for handling all of our data file transfer. They even took care of items I didn't even think of. I will always reach out to PJ when I need help with data migration.

Jessica Duncan
512 Society Property Management · Google review
”
★★★★★

We recently changed property management companies and software, transitioning a couple hundred single-family homes in the process. Zion was recommended to us, and I truly can't say enough good things about them. Their communication was excellent, they were incredibly flexible with our needs, and they made a huge transition so much easier. I would give them 10 stars if I could.

Michelle Hayes
Oregon Real Estate Group

Ready to see your numbers?

Tell us a bit about your portfolio, and we'll set up a meeting to walk through pricing and next steps.

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Works with the platforms you already use
Rentvine logoRentvine
AppFolio logoAppFolio
Buildium logoBuildium
Propertyware logoPropertyware
Rent Manager logoRent Manager
Doorloop logoDoorloop
Yardi logoYardi