The switching desk / BayRoster

Planning your move to BayRoster

Start with the system you use today. Find the reports. Check one renter, one space and one balance before planning the rest.

These guides are working notes for a conversation with Ben. They are not an automatic transfer service or a promise that every workflow carries over.

Find your export guide
Three source paths into one BayRoster ledger A customer file, report set, and cutoff packet converge at review before entering the BayRoster ledger. From exports to BayRoster Contacts Reports Cutoff REVIEW BayRoster LEDGER
Three report packets converge on a reviewed BayRoster ledger.

Start here

Three systems. Three different starting points.

Storable Easy export, review, and setup A paper export with Unit, Rent Amount, and Paid to Date is placed in a review folder before setup. EXPORT REVIEW SET UP Unit Rent Amount Paid to Date
Tenant Data fields to check.

01 / Ask for the file

Storable Easy

Start with Tenant Data. Choose the export, preserve the original and check what Full Tenant Data adds.

Plan a move from Storable Easy
SiteLink report reconciliation A Directory ledger and a Rent Roll ledger align across a center review rule, producing a matched setup record. Directory Rent Roll MATCHED RECORD
Match Directory with Rent Roll.

02 / Match the reports

SiteLink

The Directory and Rent Roll answer different questions. Keep customer details and financial history connected.

Plan a move from SiteLink
storEDGE cutoff report packet A calendar cutoff separates the Rent Roll and Contact List snapshot from later activity occurring today. One cutoff. Two report sheets. CUT CUTOFF TODAY Rent Roll Contact List Later activity
Separate the snapshot from later activity.

03 / Mark the cutoff

storEDGE

Choose report formats deliberately. A trailing-day report needs a separate note of today's activity.

Plan a move from storEDGE

Before a date goes on the calendar

How Ben reviews a sample export.

  1. Original exports
  2. Reviewed mapping
  3. Accepted setup
01

Bring an anonymized sample.

Use fictional renter details. Remove gate codes and payment credentials. Show the column names and a few representative records, including one prepaid account and one renter with multiple spaces.

02

Write down what will be rebuilt.

BayRoster's versioned CSV accepts its own customer, asset and location-history format. A vendor file needs review and conversion. Layout, rates, historical money and the waitlist need separate decisions.

03

Accept the numbers before the move.

Agree on the snapshot date. Match occupants and financial totals. Keep a written exception list and name the person who will resolve it.

Know what you are taking on.

What you gain in BayRoster

A property map tied to customer and space records. A reviewed setup for the property you run. Your records remain ordinary files, with a CSV export for customers, assets and location history.

Read the current features and limits, then try the fictional demo.

What does not come across

No drop-in importer for these vendor reports. Balances, deposits and prepaid rent need separate financial reconciliation. Historical payments, charges and signed documents stay in your retained records. Active waitlist requests need separate inquiry setup; none of these are carried by the migration CSV.

Access-control connections, saved payment credentials and existing automated workflows do not move just because names and units do. Confirm each job before choosing BayRoster.

At your desk

One snapshot. One billing system.

Choose a cutoff you can reconcile.

Write down the date, time, timezone and report period. Keep original files untouched. If a report closes at the end of the previous day, list payments, move-ins and move-outs since that cutoff separately.

Compare both sets of records through a full billing month. Only one system should issue bills or collect money. Parallel checking must not mean duplicate billing.

Keep the evidence within reach.

Retain signed agreements, financial history, deposits, prepaid-rent records and attachments separately. Confirm your vendor's notice period and record-access window before ending service.

Tell renters where to pay only after the new instructions are confirmed. Saved cards and autopay permissions are not assumed to transfer.

  • Write the snapshot date and the last transaction included.
  • Match every occupied space to its renter; resolve duplicates.
  • Reconcile unpaid balances, deposits and prepaid rent separately.
  • Review an anonymized sample and agree on mapped fields and manual work.
  • Set up the property layout, rates, payment account and renter instructions.
  • Name the one billing authority; compare a full month before accepting the move.

Property: __________________   Cutoff: __________________   Checked by: __________________

Talk through the records with Ben

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