Source
Entrata

Entrata

Destination
XLR8

XLR8

CRM MigrationStarting at $500

Migrate from Entrata to XLR8

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from Entrata to XLR8. 12 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your Entrata to XLR8 migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

Entrata vs XLR8

A quick look at both platforms to help you understand your migration path

Migrating from
Entrata

Entrata

Comprehensive property management software

Entrata is a cloud-based property management platform serving the multifamily housing industry with comprehensive solutions for leasing, resident management, accounting, and facilities management. It includes AI-powered features and integrates with third-party services for seamless operations.

Founded 2003
Lehi, UT
Best for
Mid-MarketEnterprise
Industries
Property ManagementMultifamily HousingReal Estate+1 more
Top Strength

Single-login platform serving 20,000+ apartment communities nationwide

Migrating to
XLR8

XLR8

CRM Built Specifically for Financial Advisors

XLR8 is a highly customized Salesforce-based CRM designed specifically for financial advisors, wealth managers, and financial planners, offering entity management, workflow automation, and deep custodian integrations.

Founded 2010
Plano, Texas
Best for
Small BusinessMid-Market
Industries
Financial ServicesWealth ManagementFinancial Advisory+1 more
Top Strength

Purpose-built Salesforce configuration for financial advisors

Your New CRM

Why XLR8 is a great choice

XLR8

XLR8

"CRM Built Specifically for Financial Advisors"

XLR8 is a highly customized Salesforce-based CRM designed specifically for financial advisors, wealth managers, and financial planners, offering entity management, workflow automation, and deep custodian integrations.

Ideal for: Financial advisory firms and wealth managers seeking a purpose-built Salesforce overlay with robust entity management, planning tools, and custodian integrations.

Purpose-built Salesforce configuration for financial advisors

Entity-based architecture with household and relationship tracking

Industries
Financial ServicesWealth ManagementFinancial Advisory+1
Best For
Small BusinessMid-Market

Deep integrations with Charles Schwab, TD Ameritrade, and portfolio management systems

Custom Process Engine for repeatable workflow automation

Learn more at

concenterservices.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Entrata to XLR8

Entrata
XLR8
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Supported
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Supported
Products
Mapping Required
Quotes
Mapping Required
Documents
Supported
Campaigns
Supported

Specialized

Tickets
Mapping Required
Invoices
Not Available
Subscriptions
Mapping Required

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

Entrata to XLR8 Migration FAQ

Common questions about migrating from Entrata to XLR8.

Related Migration Paths

Explore other popular CRM migrations similar to Entrata to XLR8

Reverse Migration

Need to go the other way? We support bidirectional migrations.

XLR8 → Entrata

Ready to get started?

Join hundreds of revenue teams using Switcher to streamline their CRM migrations.

Prefer email? talk@ambrstack.com