Step 1: Export Your Existing Records

Most buildings start by exporting owner records, maintenance history, and financial data from BuildingLink. This typically takes a few days depending on building size.

Step 2: Map Your Compliance Requirements

Before go-live, your strata manager should confirm state-specific compliance settings are configured correctly inside document management.

Step 3: Set Up Financial & Maintenance Modules

Historical financial records and open maintenance tickets are imported into financial management and maintenance tracking so nothing falls through the cracks.

Step 4: Onboard Owners and Committee Members

Resident communication about the switch matters as much as the technical migration. Clear, low-friction onboarding through communication tools keeps adoption high.

Step 5: Go Live and Review

Most buildings run a short parallel period before fully switching off the old platform. A committee transition risk check can help flag anything missed before go-live.

Ready to Plan Your Migration?

Book a demo to walk through the migration timeline for your specific building.