Most HOA software platforms can migrate basic data like property and owner records, but the depth and accuracy of migration varies significantly between vendors. Comprehensive migration should include historical financials, documents, and workflow histories to maintain business continuity.

Standard migration data:

• Association records - Property details and community information
• Chart of accounts - Financial structure and account classifications
• Bank account details - Payment processing and reconciliation setup
• Service provider/vendor information - Complete vendor database
• Association budgets - Historical and current budget data
• Homeowner lists - Contact information and account details

Advanced migration capabilities (when available):

• Historical financials - Multi-year transaction and reporting history
• Document libraries - Governing documents, contracts, and records
• Action item histories - Workflow and task completion records

Migration quality factors:

• Data structure compatibility between systems
• Vendor technical expertise and migration tools
• Data validation and accuracy verification processes

Vantaca provides one of the most comprehensive HOA data migrations in the industry, working closely with you to configure and validate data so it's immediately usable, not just transferred.