Source
Yardi

Yardi

Destination
Epic

Epic

CRM MigrationStarting at $500

Migrate from Yardi to Epic

Effortlessly & Accurately

Transfer contacts, activities, and more from Yardi to Epic. 8 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 Epic 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 Epic

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
Epic

Epic

Healthcare CRM for patient engagement

Epic Cheers is a healthcare-specific CRM system launched in 2022 that helps medical organizations automate patient communications, manage contact centers, and execute personalized care campaigns. It integrates directly with Epic's EHR system for seamless data access.

Founded 1979
Verona, WI
Best for
Mid-MarketEnterprise
Industries
HealthcareHospitalsMedical Systems+1 more
Top Strength

Direct integration with Epic's market-leading EHR system

Your New CRM

Why Epic is a great choice

Epic

Epic

"Healthcare CRM for patient engagement"

Epic Cheers is a healthcare-specific CRM system launched in 2022 that helps medical organizations automate patient communications, manage contact centers, and execute personalized care campaigns. It integrates directly with Epic's EHR system for seamless data access.

Ideal for: Large health systems and hospitals seeking integrated CRM embedded within their Epic EHR platform.

Direct integration with Epic's market-leading EHR system

Dual-pillar architecture: contact management and campaign management

Industries
HealthcareHospitalsMedical Systems+1
Best For
Mid-MarketEnterprise

Personalized patient outreach using PHI data and clinical history

Contact center capabilities with caller history and informed conversations

Learn more at

epic.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Yardi to Epic

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

Core Objects

Contacts
Supported
Companies
Not Available
Deals
Not Available
Leads
Not Available
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Not Available

Advanced Features

Custom Fields
Supported
Custom Objects
Supported
Products
Not Available
Quotes
Not Available
Documents
Supported
Campaigns
Supported

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 Epic Migration FAQ

Common questions about migrating from Yardi to Epic.

Related Migration Paths

Explore other popular CRM migrations similar to Yardi to Epic

Reverse Migration

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

Epic → Yardi

Ready to get started?

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

Prefer email? talk@ambrstack.com