Migration Guide
Switch from SimplifyEm to LeaseBase
Export your reports from SimplifyEm in Excel format, then upload them to LeaseBase. Our AI reads your spreadsheets and builds your portfolio automatically — no re-typing required.
What You Can Export from SimplifyEm
| Data Type | Format | Notes |
|---|---|---|
| Rent Roll | Excel | Properties, units, tenants, rent amounts |
| Profit & Loss | Excel, PDF | By property or portfolio-wide |
| General Ledger | Excel, PDF | Full transaction history |
| Balance Sheet | Excel, PDF | Asset and liability summary |
| Income & Expense Summaries | Excel, PDF | Customizable date ranges |
| Tenant Transactions | Excel, PDF | Per-tenant payment and charge history |
| QuickBooks Export | IIF | Via separate Windows utility |
SimplifyEm offers 60+ customizable reports — all exportable. Excel is the primary format (no native CSV export).
How to Export Your Data from SimplifyEm
- Export the Rent Roll: Go to Reports → Rent Roll. Set the date range to include all active leases. Click the Excel icon to download. This file contains properties, units, tenant names, and rent amounts.
- Export Tenant Details: Go to Reports → Tenant Transactions. Select “All Properties” and your full date range. Click Excel to download the complete tenant transaction history.
- Export Financial Reports: Go to Reports and run the P&L, General Ledger, or Income/Expense Summary. Each report has an Excel download icon in the toolbar.
- Save as CSV (optional): If you prefer CSV, open any downloaded Excel file in Excel or Google Sheets and use File → Save As → CSV. LeaseBase accepts both Excel and CSV.
- Upload to LeaseBase: Go to app.leasebase.ai/app/import and drop your exported files. Our AI classifies each document and extracts your data automatically.
How LeaseBase Imports Your Data
- Upload — Drop your Excel, CSV, or PDF files into the importer. Multiple files at once are fine.
- AI classifies & extracts — Our AI identifies each document type (rent roll, tenant list, ledger, lease) and extracts every property, unit, tenant, and lease term. Address normalization and fuzzy matching resolve formatting differences automatically.
- Review & confirm — You see exactly what was found. Green means auto-matched to existing records. Amber means confirm. Nothing is created until you approve.
What Gets Imported
- Properties — addresses, property types, and all associated details
- Units — unit numbers, bedrooms, bathrooms, square footage, rent amounts
- Tenants — names, contact information, unit assignments
- Leases — start and end dates, rent amounts, lease terms
Payment history can be exported from SimplifyEm for your records, but LeaseBase starts fresh with rent collection. Your historical financial data remains in your exported Excel files.
Why Landlords Switch from SimplifyEm
- Compliance automation: LeaseBase monitors AB 1482 rent caps, local rent control ordinances, and required disclosures across 60+ California cities — updated nightly and surfaced before you make a mistake.
- AI-powered operations: Smart briefings, renewal risk detection, and proactive maintenance triage replace manual monitoring and spreadsheet tracking.
- White-labeled payments: Tenants see your brand, not a third-party processor. ACH and card payments built in with no per-unit fees.
- Full vendor management: Assign vendors to work orders, track quotes and invoices, coordinate repairs — all connected to your properties and financial reporting.
Ready to switch from SimplifyEm?
Upload your exports and be live in an afternoon. No per-unit fees. No credit card required.