Switching From Spreadsheets: A 30-Minute Migration Plan
Most small landlords run on a spreadsheet and a stack of PDFs. Here's how to get to a real system in one afternoon without losing your historical data.
If you're managing 1–20 units in Excel or Google Sheets, you don't need a 90-day rollout. You need a focused afternoon. Here's the playbook.
Step 1 — Inventory (10 min)
List every unit (address, beds, baths, rent), every active tenant (name, email, phone, lease start, lease end, current rent), and every recurring vendor. That's the entire dataset most landlords need to move.
Step 2 — Import (5 min)
Drop the CSV into Oscar. Properties, units, and tenants land in one pass. Lease PDFs upload separately and attach to the tenant record.
Step 3 — Invite tenants (10 min)
Tenants receive a one-tap onboarding link, set up their portal, and enroll in ACH autopay. From the next 1st, rent collects itself.
Step 4 — Connect your bank (5 min)
Link the operating account so rent settles directly. We never hold or commingle landlord funds — your payment partner deposits to you in 1–2 business days.
What about historical data?
Past rent ledgers import as CSV with date, amount, and tenant. Past maintenance and inspections stay in your file archive — searchable, attached to the unit, but not retroactively re-tracked.
See Oscar In Action.
The platform that backs everything in this guide — free for landlords.