Skip to main content

Onboarding automation

Taking over a new property management mandate typically involves weeks of tedious, manual data entry: re-typing properties, units, contracts, owner directories, and tenant contacts from legacy software exports.

On etg24, portfolio onboarding can be automated end-to-end. A dedicated migration agent with a tenant-bound API key ingests your structured source files, creates properties, units, and contacts via API, and automatically categorizes associated historical documents. The platform is engineered for enterprise throughput: bulk-uploading thousands of documents within an hour is a standard supported pattern.

Because the API provides complete functional and data coverage, no manual intervention in the UI is required. And because every mutation is attributable and deletions are soft-deleted, any migration discrepancy is easily identified in the audit log and reversed without risking database corruption.

Architectural building blocks

  • Property Management v2 endpoints: Batch creation commands for properties, units, contacts, and documents.
  • Tenant-bound API credential: Provides organizational-level attribution for the automated migration worker.
  • Soft delete & rollback: Comprehensive safety net to cleanly undo accidental or malformed imports.
  • Webhooks: Signal external downstream systems once properties and units transition to active status.

Coordinating large migrations

Planning to onboard a portfolio with tens of thousands of units or historical documents? Reach out to our engineering team prior to your import window — we will coordinate scaling capacity to ensure your migration completes swiftly.