Data Migration Guide
What data we need and how to provide it
What You Need to Know
As part of onboarding to TownSq, we need specific data from your current systems to ensure smooth operations for associations, homeowners, and accounts.
This guide covers:
- What data is required for core operations
- How your IDs map to our system
- Which entities and fields are needed
The Process
1. Provide Your Data
Export the required entities from your current system:
- Organization
- Associations
- Units
- Unit Types
- Accounts
- Members
- Operating Bank Accounts
- Recurring Charges
- Delinquencies
2. We Handle the Mapping
We create a bridge between your existing IDs and our internal system using the data identity model.
3. Start Operating
Once the minimum required data is loaded, your system is ready to use.
Key Concepts
Your IDs Work
Keep using your existing identifiers. We'll map them to our system automatically.
Learn more: Data Identity Model
Required vs. Optional
Each entity has minimum required fields and optional fields that add functionality.
Learn more: Required Data
Entity Dependencies
Some entities depend on others (e.g., Units need Associations).
Learn more: Entities
What's Next?
- Review the Required Data page
- Check the Entities documentation
- See field mappings in Field Mappings
Questions?
See the FAQs or contact your onboarding coordinator.