General Data Migration to Seayora

How to move existing data from spreadsheets or other software into Seayora — properties, tenants, customers, and historical records.

Not everyone is moving from QuickBooks specifically — many teams arrive from spreadsheets, another property-management tool, or another field-service app. Seayora’s migration tools are built for that broader case too.

What can typically be migrated

Properties, units, and leases.
Tenants and applicants.
Customers, vendors, and jobs.
Historical financial records, where the source system allows an export.

Preparing a clean import

Export your existing data to a standard format (typically CSV) and clean it up first — consistent naming, no duplicate entries, and complete required fields make the import far smoother than trying to fix problems after the fact.

Running and verifying the import

Bring the data in, then spot-check a representative sample against your source before you rely on it — the same discipline described in the QuickBooks migration checklist applies to any migration.

Getting help with a large migration

For large or complex portfolios, contact support — larger migrations sometimes benefit from a guided or assisted import rather than a fully self-serve one.

Frequently asked questions

What file formats are supported for import?

CSV is the most broadly supported format for a general migration — export your source data to CSV if your current tool offers that option.

Can I import properties and accounting data at the same time?

They’re typically separate imports since they populate different parts of the platform, but both can be done back-to-back as part of onboarding a new account.

Will my data be visible to anyone else during migration?

No — migrated data goes directly into your own account and isn’t visible to other Seayora customers at any point in the process.