Spreadsheets and paper
A CSV template per facility: unit, customer, rent, start date, billing arrangement.
Migration
Moving in without closing the site.
The import runs overnight. In the morning your customers get an SMS with a link to the portal and their gate code. You switch the old system off once everything adds up.
Where we migrate from
Four starting points, one process.
Another self-storage package
A data dump from its export or API, a dry-run import, then the real one. We correct the billing anchors so payment dates match to the day.
A large facility
Size does not change the process. We migrated a 188-unit site in a single night, using exactly the same steps as for small ones.
A system with no export
If there is neither an export nor an API, a list of tenants with rent and start dates is enough. We fill in the rest together.
Two phases
A dry run first, then the real thing.
- 01
The data dump
We export occupancy, customers, contracts and payment history into one file. You check the list.
- 02
The dry run
Boxi reads the data without saving it and produces a report: how many units, how many contracts, how many amounts do not add up. We fix things until the report is clean.
- 03
The real import, overnight
We save the data, issue gate codes and set the billing anchors. In the morning your customers get an SMS.
A 14-day plan
From your first account to go-live.
| Day | What happens |
|---|---|
| 1 | Company, facility and your Boxi account |
| 2–3 | Invoicing and payments: API keys, a test invoice and a test payment |
| 4–5 | Gate and locks: the controller, a test code |
| 6 | Rental website: logo, colours, description |
| 7–9 | Data dump and the dry-run import |
| 10–12 | Corrections and operator training |
| 13 | The real import, overnight |
| 14 | Go-live, with the Boxi team on hand all day |
Questions about migration
Does the facility have to close during the migration?
No. The real import runs at night and the old system keeps working until the morning. You switch it off once the numbers match.
What if my current system has no export?
A list of tenants with their rent and start dates is enough to begin. We fill in the rest together during onboarding.
What happens to payment dates?
We correct the billing anchors so that each contract keeps billing on the same day of the month it always has. That is the part most migrations get wrong.
Do customers have to do anything?
They receive an SMS in the morning with a link to the portal and their gate code. There is nothing for them to install.
How long does it take?
Two weeks from the first call to go-live is the usual pace, and most of that is waiting on integration keys rather than on data.
Demo
Show us your spreadsheet.
During the demo we will tell you what can be moved automatically and how long it takes.
Prefer to write or call? [email protected] · 728 060 606
Leave an email and a phone number; we will call you back within one working day.