Source
Yardi

Yardi

Destination
Kasisto

Kasisto

CRM MigrationStarting at $500

Migrate from Yardi to Kasisto

Effortlessly & Accurately

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

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
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

Your New CRM

Why Kasisto is a great choice

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.

Ideal for: Financial institutions seeking to deploy AI-powered virtual assistants for customer service, digital banking experiences, and omnichannel engagement.

Banking-specific AI trained on financial domain

Omnichannel deployment across mobile, web, and voice

Industries
BankingFinancial ServicesCredit Unions+2
Best For
Mid-MarketEnterprise

Integration with major digital banking partners

Agentic AI with compliance system predictability

Learn more at

kasisto.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Yardi to Kasisto

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

Core Objects

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

Communication

Emails
Not Available
Notes
Supported
Tasks
Not Available

Advanced Features

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

Specialized

Tickets
Supported
Invoices
Not Available
Subscriptions
Not Available

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

FAQ

Yardi to Kasisto Migration FAQ

Common questions about migrating from Yardi to Kasisto.

Related Migration Paths

Explore other popular CRM migrations similar to Yardi to Kasisto

Reverse Migration

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

Kasisto → Yardi

Ready to get started?

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

Prefer email? talk@ambrstack.com