MigrationYardi Voyager

PMS Data Migration

By Angel Campa, Founder · Updated March 2026 · Saves Reduces migration timeline by 60–80% vs. manual abstraction

The Problem

Migrating lease data from spreadsheets or a legacy property management system to Yardi requires systematically re-abstracting every active lease to populate the new system accurately. Manual re-entry of dozens of fields per lease across a large portfolio takes months without extraction tooling.

Step-by-Step Workflow

  1. 1
    Compile all active lease PDFsSource

    Collect every executed lease and amendment PDF for active tenants in the portfolio being migrated.

  2. 2
    Batch process all leases through LextractLextract

    Upload all lease PDFs to Lextract. Process each document to generate a complete 126-field abstract.

  3. 3
    Review abstracts and resolve confidence flagsLextract

    Work through the flagged fields batch by batch. Prioritize high-impact fields: rent amounts, critical dates, and option terms.

  4. 4
    Export Yardi-formatted data packageDestination

    Download the full portfolio extraction as a Yardi-formatted CSV package covering all required modules: tenant, lease, charges, and options.

  5. 5
    Load into Yardi and validateDestination

    Import the CSV package into the new Yardi instance. Run a validation report comparing Yardi records against the Lextract abstracts to confirm accuracy before go-live.

Who Uses This Workflow

Property ManagersLease Administrators

How Lextract integrates with Yardi Voyager

Learn about the full integration between Lextract and Yardi Voyager, including supported export formats and critical fields.

View Yardi Voyager integration →

Frequently Asked Questions

How large a portfolio can Lextract handle for a migration?

Lextract can process hundreds of leases. For large portfolios, batch them by property or region and process in waves aligned with your migration go-live schedule.

What about historical leases that are expired?

Lextract can process expired leases for historical data migration. Whether to include historical leases depends on your Yardi configuration and reporting needs.

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Start the PMS Data Migration workflow

Upload your lease PDF and get 125+ structured fields ready to import into Yardi Voyager. Just $20 per lease — no subscription required.

Start Extracting — $20/lease