Switching from Yardi Voyager

Moving from Yardi Voyager to ScoutzOS is done by exporting reports as CSV files and uploading them.

Step 1: Export your data from Yardi

You will use Yardi Report Writer to create exports. If you are not familiar with Report Writer, your Yardi admin can help.

Properties:

1. Open Report Writer
2. Select the Property Information report
3. Choose your property set (or select all)
4. Make sure these columns are included: Property Code, Property Name, Address, City, State, Zip, Bedrooms, Bathrooms, Square Feet, Market Rent
5. Click Export and choose CSV format
6. Save the file

Residents (Tenants):

1. In Report Writer, select Resident Information
2. Include: First Name, Last Name, Email, Phone, Move-In Date, Unit
3. Export as CSV

Leases:

1. Select Lease Information or Rent Roll report
2. Include: Property, Unit, Resident, Lease Start, Lease End, Monthly Rent, Deposit
3. Export as CSV

Step 2: Upload to ScoutzOS

1. During ScoutzOS onboarding, select Upload CSV/Excel
2. Upload your Property Information CSV first
3. ScoutzOS recognizes Yardi column names (sAddr1, sCity, sState, iBedrooms, mMarketRent, etc.) and maps them automatically
4. Review and import
5. Repeat for Residents and Leases

Tips

• Yardi column names often have prefixes: "s" for string fields (sFirstName), "i" for integer (iBedrooms), "m" for money (mMarketRent). ScoutzOS handles all of these.
• If your Yardi instance uses custom column names, you can manually map them in the preview step.
• For large portfolios (500+ units), consider our white-glove migration service. Email [email protected].

After importing

Check your ScoutzOS dashboard, verify property counts and occupancy, then set up your team and payment processing.