Switching from DoorLoop: a step-by-step checklist
6 min read
Switching software feels risky, which is why people stay on tools they've outgrown. It doesn't have to be. Here's a clean, low-stress way to move — and where the usual mistakes happen.
Pick a clean cut-over date
The easiest time to switch is the start of a month, right after you've collected rent and reconciled. That gives you a natural line: everything through month-end lives in the old system, everything after starts fresh in the new one.
Avoid switching mid-month with rent half-collected — matching partial payments across two systems is the main thing that turns a migration into a headache.
Export everything from DoorLoop
Pull your data out while you still have access: properties and units, tenants and leases (with rent, deposits, and start/end dates), your vendor list, and — most importantly — current balances (who owes what, and any prepaid or deposit amounts held).
Also export a profit & loss and a rent roll as of your cut-over date. These become your 'known good' numbers to check the new system against.
Import and set opening balances
Bring in properties, units, tenants, and leases first, then set opening balances so each tenant's outstanding balance and each account's starting figure match your export exactly. Opening balances are the step people skip — and it's what makes day-one reports correct.
Rentwelly has a DoorLoop CSV importer built for exactly this, so most of the setup is a file upload rather than manual re-entry.
Verify before you go live
Run a rent roll and a balance sheet in the new system as of the cut-over date and compare them line-by-line to your DoorLoop exports. If total receivables, deposits held, and per-property balances match, you've migrated cleanly.
Only once the numbers tie should you collect the next month's rent in the new system and retire the old one. Keep the DoorLoop export archived — it's your audit trail for anything before the switch.
See it in your own books
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