Source
Yardi

Yardi

Destination
dotloop

dotloop

CRM MigrationStarting at $500

Migrate from Yardi to dotloop

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from Yardi to dotloop. 10 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 Yardi to dotloop 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

Yardi vs dotloop

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

Migrating from
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

Migrating to
dotloop

dotloop

Where deals get done

dotloop is a real estate transaction management software founded in 2009 and acquired by Zillow Group in 2015. It streamlines real estate transactions with digital solutions including eSignatures, document editing, secure file sharing, and customized templates, boosting closings by 60% through predictive analytics.

Founded 2009
Cincinnati, Ohio, USA
Best for
Small BusinessMid-MarketEnterprise
Industries
real estatetransaction managementproperty sales+2 more
Top Strength

Comprehensive transaction automation

Your New CRM

Why dotloop is a great choice

dotloop

dotloop

"Where deals get done"

dotloop is a real estate transaction management software founded in 2009 and acquired by Zillow Group in 2015. It streamlines real estate transactions with digital solutions including eSignatures, document editing, secure file sharing, and customized templates, boosting closings by 60% through predictive analytics.

Ideal for: Real estate professionals and brokerages seeking to streamline transactions and improve client collaboration.

Comprehensive transaction automation

60% boost in transaction closings

Industries
real estatetransaction managementproperty sales+2
Best For
Small BusinessMid-MarketEnterprise

Secure eSignature capabilities

Integrates with 75+ real estate platforms

Learn more at

dotloop.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Yardi to dotloop

Yardi
dotloop
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
Not Available
Products
Not Available
Quotes
Not Available
Documents
Supported
Campaigns
Not Available

Specialized

Tickets
Not Available
Invoices
Not Available
Subscriptions
Not Available

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

FAQ

Yardi to dotloop Migration FAQ

Common questions about migrating from Yardi to dotloop.

Related Migration Paths

Explore other popular CRM migrations similar to Yardi to dotloop

Reverse Migration

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

dotloop → Yardi

Ready to get started?

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

Prefer email? talk@ambrstack.com