Migration Guide
Switch from AppFolio to LeaseBase
Export your properties, tenants, and leases from AppFolio and import them into LeaseBase in minutes. No re-typing. No starting over.
What You Can Export from AppFolio
AppFolio exports data through its Reports section. There is no single “export all” button — each report must be exported individually.
| Data Type | Exportable? | Format |
|---|---|---|
| Rent Roll | ✓ | CSV, Excel, PDF |
| Tenant Directory | ✓ | CSV, Excel |
| Owner Statements | ✓ | |
| Financial Reports | ✓ | CSV, Excel, PDF |
| Lease Documents | ✓ | PDF (individual) |
| Bulk Data Export (API) | Limited | Requires Plus/Max plan, 50+ units |
Step-by-Step: Export Your Data from AppFolio
- Log in to your AppFolio account and navigate to Reports in the main menu.
- Open the Rent Roll report — this contains your properties, units, tenants, lease terms, and rent amounts. Click the Export button and select Excel (.xlsx).
- Go to Reports → Tenant Directory. Export as CSV to get tenant names, contact info, and unit assignments.
- For financial history, open Reports → General Ledger or Transaction Detail. Export as Excel or CSV.
- To download lease documents, go to Documents for each property, select the lease PDFs, and download individually.
- If you use AppFolio’s Report Connection plugin, you can pull live data directly into Excel — save the workbook and upload it to LeaseBase.
Tip: The Rent Roll export is usually the single most useful file. It gives LeaseBase everything it needs to build your portfolio.
How LeaseBase Imports Your Data
- Upload — Drop your exported CSV, XLSX, or PDF files into the LeaseBase importer. Upload multiple files at once.
- AI classifies & extracts — Our AI identifies the document type, extracts properties, units, tenants, and lease terms automatically. Address normalization and fuzzy matching resolve formatting differences between files.
- Review & confirm — Everything is shown for your approval before anything is created. Green means auto-matched, amber means confirm. One click and your portfolio is live.
What Gets Imported
- Properties — addresses, property types, ownership details
- Units — unit numbers, bedrooms, bathrooms, square footage, rent amounts
- Tenants — names, contact information, unit assignments
- Leases — start/end dates, rent amounts, deposit amounts, lease terms
Payment history can be exported from AppFolio for your records, but LeaseBase starts fresh with rent collection — tenants get a clean ledger and a new payment portal from day one.
Why Landlords Switch from AppFolio
- No minimum unit requirements — AppFolio requires 50+ units on Plus/Max plans. LeaseBase works for landlords with 1–75 units on flat-rate pricing.
- Built-in compliance engine — Rent caps, deposit limits, and required disclosures for 60+ California cities, tracked and updated automatically. AppFolio has no compliance automation.
- AI-powered automation — Smart briefings, market intelligence, and proactive alerts that go beyond basic reporting.
- White-labeled payments — Your tenants see your brand, not a third-party payment processor. No tenant-facing fees.
Ready to switch from AppFolio?
Upload your AppFolio exports and be live on LeaseBase in an afternoon.