Source
Kasisto

Kasisto

Destination
Yardi

Yardi

CRM MigrationStarting at $500

Migrate from Kasisto to Yardi

Effortlessly & Accurately

Transfer contacts, companies, activities, and more from Kasisto to Yardi. 6 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 Kasisto to Yardi 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

Kasisto vs Yardi

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

Migrating from
Kasisto

Kasisto

The trusted agentic AI platform for financial services

Kasisto is a conversational AI platform specializing in banking and finance, powering intelligent digital assistants through its KAI platform that deliver personalized, human-like banking experiences across mobile, web, and voice channels.

Founded 2013
New York, New York
Best for
Mid-MarketEnterprise
Industries
BankingFinancial ServicesCredit Unions+2 more
Top Strength

Banking-specific AI trained on financial domain

Migrating to
Yardi

Yardi

Real Estate Software Energized For Tomorrow, Today

Yardi provides comprehensive property management and CRM software for real estate portfolios of all types, including residential, commercial, affordable housing, and self-storage, with AI-enabled analytics and accounting.

Founded 1984
Santa Barbara, California
Best for
Small BusinessMid-MarketEnterprise
Industries
Real EstateProperty ManagementCommercial Real Estate+2 more
Top Strength

Industry leader with over 20,000 businesses relying on Yardi software

Your New CRM

Why Yardi is a great choice

Yardi

Yardi

"Real Estate Software Energized For Tomorrow, Today"

Yardi provides comprehensive property management and CRM software for real estate portfolios of all types, including residential, commercial, affordable housing, and self-storage, with AI-enabled analytics and accounting.

Ideal for: Real estate companies of any size seeking an enterprise-grade, fully integrated platform for property operations, accounting, leasing, and maintenance management.

Industry leader with over 20,000 businesses relying on Yardi software

Comprehensive Voyager and Breeze platforms for different portfolio sizes

Industries
Real EstateProperty ManagementCommercial Real Estate+2
Best For
Small BusinessMid-MarketEnterprise

AI-enabled analytics and decision-making tools

RentCafe CRM IQ for full leasing and resident lifecycle management

Learn more at

yardi.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Kasisto to Yardi

Kasisto
Yardi
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Mapping Required
Leads
Mapping Required
Activities
Supported

Communication

Emails
Mapping Required
Notes
Supported
Tasks
Mapping Required

Advanced Features

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

Specialized

Tickets
Supported
Invoices
Mapping Required
Subscriptions
Mapping Required

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

FAQ

Kasisto to Yardi Migration FAQ

Common questions about migrating from Kasisto to Yardi.

Related Migration Paths

Explore other popular CRM migrations similar to Kasisto to Yardi

Reverse Migration

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

Yardi → Kasisto

Ready to get started?

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

Prefer email? talk@ambrstack.com