The biggest reason boards stay on software they've outgrown is fear of switching. So we make it a non-event: your data comes over intact, and we reconcile the numbers to the penny before you go live.
Most systems export the same handful of tables under different names. This is how each one lands in hoa.to and what we check on the way in.
| From your export | Becomes in hoa.to | What we check |
|---|---|---|
| Unit or lot list, addresses, unit factors or square footage | Units, with the allocation basis used for dues | Unit count matches; allocation factors sum correctly |
| Owner roster, co-owners, tenants, mailing addresses, emails | Owners and residents linked to units, portal invitations | Every unit has a current owner; prior owners kept for history |
| Balances and AR aging as of the cutover date | Opening balances per unit | Total receivable equals the old system to the penny |
| Assessment schedule, late fee and interest policy | Recurring charges and collection rules | Next billing run reproduces the old amounts |
| Chart of accounts, bank and reserve balances | General ledger with operating and reserve funds | Fund balances tie to the last bank reconciliation |
| Governing documents, minutes, policies, insurance | Document library with owner visibility set per file | Public vs owner-only vs board-only visibility reviewed |
| Vendors, open violations, ARC decisions (where exportable) | Vendor list, violation and ARC records with dates | Open items carry their notice dates so cure periods are not reset |
The safest cutover is the day after a billing run and before the next payment due date. Balances are at their simplest, no assessment is issued twice, and owners see one clean statement from the new system. A fiscal year-end is tidy for the accountant but is also the treasurer's busiest month, so many boards choose a quiet mid-year month and let the year-end close happen in hoa.to with the prior months imported as history. Whatever date you choose, freeze changes in the old system from that day and keep it read-only.
Vendor-neutral. It applies whether you are leaving a platform or a spreadsheet.
It depends on the size of your community and how clean your current export is, but most self-managed associations are live within days of sending a complete export, not weeks.
We import what's exportable, most systems support at least units, owners and balances, and work with you on anything that has to be entered manually, like older violation history some platforms don't let you export.
No. You can keep read-only access to your prior system through the transition, which is good practice for any migration regardless of which platform you're leaving.
We match the imported balances against your prior system's records line by line before you go live, so the totals tie out to the penny before residents see anything.
Yes. The setup area accepts spreadsheet uploads for units and owners, and you can go at your own pace. Most boards send us the export instead and review the result.
No. Meeting notices, records deadlines and cure periods run on the statute and your governing documents, not on your software. Time the announcement of the new portal separately from any legally required notice.
Start free and import at your own pace, or email us your export and we'll handle the migration for you.