Get Started
Guide to onboarding data from acquired HOA management companies into the TownSq ecosystem
Overview
Welcome! This documentation guides you through the process of onboarding data from acquired HOA management companies into the TownSq ecosystem. Whether you're coordinating a migration, preparing data files, or reviewing requirements, you'll find the resources you need here.
Who This Is For
- Business users who need to understand the onboarding process at a high level
- Operations teams who coordinate and manage onboarding workflows
- Data analysts who prepare, validate, and transform data files
- Technical users (DBAs, engineers) who assist with data migration and integration
- Implementation managers who plan and coordinate multi-wave rollouts
Getting Started
New to data onboarding? Start here:
- Data Migration Guide - Understand the complete migration process from start to finish
- Required Data - Learn what data is needed for a successful onboarding
- Data Identity Model - Understand how data entities relate to each other
Key Resources
Understanding the Data
- Entities - Detailed reference for each data entity (Associations, Units, Members, etc.)
- Data Formats - Acceptable file formats and data types
- Field Mappings - How source data maps to TownSq fields
Planning and Coordination
- Implementation Waves - Organize associations into phased rollouts
- Portfolio Management - Track and manage your association portfolio
- Field Mapping Notes - Document data availability and mapping decisions
Configuration and Standardization
- Operational Setup - Configure banking, billing, and other operational settings
- COA Mapping - Map chart of accounts to Associa standards
- Vendor Type Mapping - Standardize vendor classifications
Common Questions
Support
For questions not covered in this documentation, contact the TownSq Data Operations team.