How to Go from Yardi to Looset in 60 Days
Step-by-step migration guide for teams moving from legacy systems to Looset.
Who this is for
Teams that want a concrete, low-risk plan for moving from Yardi to Looset without disrupting day-to-day operations.
What you'll take away
- A week-by-week migration plan
- How to organize stakeholders and owners around the change
- Key checkpoints to hit before, during, and after go-live
Why Migrate?
Yardi has served the industry for decades, but modern property management requires modern tools. Looset offers faster implementation, better automation, and a superior user experience. This guide will help you migrate in 60 days or less.
Pre-Migration: Weeks 1-2
Week 1: Planning
- • Identify key stakeholders and form a migration team
- • Audit your current Yardi setup and document workflows
- • Identify data that needs to be migrated
- • Set up your Looset account and initial configuration
- • Schedule training sessions for your team
Week 2: Data Export
- • Export tenant data from Yardi
- • Export unit and lease information
- • Export payment history and accounting data
- • Export maintenance records and vendor information
- • Review and clean exported data
Migration: Weeks 3-4
Week 3: Data Import
- • Import tenant data into Looset
- • Import units and leases
- • Import payment history
- • Import maintenance records
- • Verify data accuracy and completeness
Week 4: Configuration
- • Configure AI agents (Leasing, Collections, Maintenance)
- • Set up integrations (payment processors, listing sites)
- • Configure reporting and dashboards
- • Set up user accounts and permissions
- • Test workflows in sandbox environment
Training: Weeks 5-6
Week 5: Team Training
- • Conduct training sessions for property managers
- • Train accounting team on new workflows
- • Train maintenance coordinators
- • Provide documentation and resources
- • Set up support channels
Week 6: Parallel Run
- • Run Looset in parallel with Yardi
- • Compare outputs and verify accuracy
- • Address any issues or discrepancies
- • Gather feedback from team
- • Finalize go-live plan
Go-Live: Weeks 7-8
Week 7: Go-Live
- • Switch primary operations to Looset
- • Keep Yardi as read-only backup
- • Monitor system performance
- • Provide on-site support
- • Address issues immediately
Week 8: Optimization
- • Fine-tune AI agent configurations
- • Optimize workflows based on usage
- • Gather team feedback
- • Plan advanced features rollout
- • Complete final Yardi data export
Best Practices
- Start Small: Migrate one building or portfolio first, then scale
- Communicate: Keep all stakeholders informed throughout the process
- Train Early: Don't wait until go-live to train your team
- Have a Rollback Plan: Know how to revert if needed (though unlikely)
- Measure Success: Track metrics before and after migration
Common Challenges
Data Quality: Yardi data may need cleaning before import. Budget time for this.
Change Management: Some team members may resist change. Address concerns early and show benefits.
Integration Complexity: Some integrations may need custom work. Plan for this in your timeline.
Conclusion
Migrating from Yardi to Looset is achievable in 60 days with proper planning. The key is to start early, communicate often, and leverage Looset's migration support team. Most teams see ROI within the first month after go-live.