Software Conversion Guides

Migrate to the standard in your software

Step-by-step guides for setting up the NARPM Trust COA inside your property management platform — no guesswork, no consultants required.

Available guides
Choose your software

Each guide walks you through mapping your existing accounts to the NARPM standard, step by step.

Rentvine
Available

A complete walkthrough for configuring the NARPM Trust COA inside Rentvine, including account mapping and setup tips.

AppFolio
Coming soon

A complete walkthrough for configuring the NARPM Trust COA inside AppFolio, including account mapping and setup tips.

Buildium
Coming soon

A complete walkthrough for configuring the NARPM Trust COA inside Buildium, including account mapping and setup tips.

What's inside
What each guide covers
Account mapping

Help mapping from your software's default accounts to the NARPM standard categories.

Step-by-step setup

Step-by-step instructions for configuring accounts directly inside your PM software.

Data migration tips

Guidance on how to handle existing transactions and historical data during the switch.

Compliance notes

Key considerations for maintaining compliance with trust accounting rules during migration.

Don't see your software?
Request a guide for your platform

We're actively building guides for more platforms. Let us know which software you use and we'll prioritize it.

Before you start
Get ready for your migration

Have these in place before you begin the migration -- it'll make the process much smoother.

Download the NARPM Trust COA document
The conversion guide references the standard document throughout. Have it open alongside the guide as you work.
Confirm admin access to your PM software
You'll need full admin permissions to create, edit, and reorganize accounts in your chart of accounts.
Choose a low-activity window to migrate
Plan the migration during a quiet period to minimize disruption to your team and owners.
Set January 2026 as your reclassification start date
We recommend reclassifying data only back to January 2026. Leave prior historical data as-is to keep your records clean.
Common questions
FAQ
Do I need to download the COA document first?
The conversion guides reference the NARPM Trust COA document, so we recommend downloading it from the Chart of Accounts page first so you have it alongside the guide.
Will the guide work if I've already customized my COA?
Yes. The guides are designed to work whether you're starting from a default COA or a heavily customized one. The account mapping section helps you reconcile any custom accounts you've already created.
How long does the migration typically take?
For most companies, a self-guided migration takes a few hours to a full day depending on portfolio size and complexity.
Should I reclassify my historical data?
We recommend reclassifying historical data only back to January 2026, leaving prior historical data as-is. This keeps your records clean and avoids the complexity and risk of retroactive changes.
Are the guides free?
Yes, all conversion guides are free to download.
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