Switch to Kodiak.We help you bring your records with you.

How switching to Kodiak works

We handle the import with you. You review the records and check your facility before using Kodiak for daily work.

1. Step 1

   Tell us what you use today

   Show us your current storage software or spreadsheets. We help you work out which reports to export, such as your unit list, tenant directory, rent roll, and unpaid balances. You do not need to retype everything into Kodiak.

2. Step 2

   We check your files with you

   We match your records to the right fields in Kodiak and prepare a summary of what will be imported. We check unit and tenant counts, rent amounts, and balances. If something is missing or does not match, we work through it with you before importing.

3. Step 3

   Approve the records you want to bring over

   You review what is included and what needs separate setup. Once you approve it, we set up your Kodiak workspace and import the agreed records. We then check that the imported records and totals match the files we reviewed.

4. Step 4

   Check your facility and get ready to switch

   Sign in and check your units, tenants, rents, and balances with us. We help resolve any differences and set up staff access, payments, phone numbers, and email as needed. Once you are ready, we agree on a day to switch.

Questions about switching

Can you move records from my current storage software?

Yes. We have already imported records from Hummingbird. If you use another system, we will review its exports with you and confirm what we can bring over before you agree to switch.

Can I start with spreadsheets?

Yes. We have also imported facility records from spreadsheets. We check your file's columns and contents first, then explain what can be imported and what needs more information.

Can I check my records before I start using Kodiak?

Yes. You review the import summary first. After the import, you can sign in and check your units, tenants, rents, and balances with us before making Kodiak your everyday system.

Will my tenants' saved cards and autopay move automatically?

No. Saved cards and permission to take automatic payments do not come over with a data export. We help you set up payment processing separately and explain what your tenants need to do before autopay can start.

Can you help my staff get access?

Yes. We help set up staff sign-ins and access to the right facilities. Training is self-service through our walkthrough library as it becomes available.

Do I need to cancel my current software before we start?

No. Keep your current system available while we review your files and check your records in Kodiak. We agree on a day to switch with you before you end your old service.