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Migrate from Yardi Kube
Migrate from Yardi Kube
Updated over 2 weeks ago

Once you have decided to migrate from Yardi Kube to an easier-to-use and reliable platform, you can follow this simple guide on smooth migration.

Prerequisites

  • Have the subscription for Spacebring active. Schedule a quick demo to sign up.

  • Have access to the Yardi Kube dashboard to download all data on your users, such as names, emails, and plans.

Step 1. Export data from Yardi Kube

To seamlessly transfer all data to Spacebring, export your members' list with their contact information, plans, and billing info.
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To export this data from Yardi Kube, do the following:

  1. Log in as an administrator to Yardi Kube.

  2. Export your customers: locate the Customers or Contacts tab from the main dashboard or menu > look for an Export button or option > choose the format for the export > download the file.

  3. Export other data if you need to save reports on past bookings, revenue, and attendance from the Reports or Analytics section.

Step 2. Cancel memberships with Yardi Kube

To make sure that your customers are invoiced through a new platform in the next month and are not double-charged through Yardi Kube, we recommend you proceed in the following way:

  1. One-two weeks before the future date of invoicing your customers, cancel invoicing cycle in Yardi Kube.

  2. Notify your customers that the next invoice cycle will be done through the new system.

Step 3. Set up Spacebring

With Spacebring intuitive interface, you can easily tailor your workspace to your requirements.

To continue, follow our simple "Get Started" guide (1-3 hours to add all data). Once you are ready, mass invite your members (up to 1 hour to upload everyone).

While migrating to a new platform, updating the custom domain records might be challenging. To set up a record in DNS, make sure to remove the previous record created for Yardi Kube, first, and then add a new one.

Get inspired with other incredible spaces and explore what content they add to Spacebring πŸ”₯

Step 4. Sync bookings

To make sure that your members and nonmembers book through a member web portal and mobile apps, transfer all future room bookings from Yardi Kube to Spacebring.

If all your room bookings were synced to Google Calendar with Yardi Kube earlier, enable two-way sync with a Google Calendar integration in Spacebring, and all room bookings will instantly appear there, which will help to move all bookings history.

Step 5. Accept first bookings & payments through Spacebring

With everything set up, your members invited, and users' subscriptions created, your customers can explore member web portal:

  • Members receive their first invoices for the created subscriptions and make the first payment manually with their desired payment method.

  • Users with active subscriptions can book with expiring credits and use their plan's benefits.

  • All users can book by paying online via the connected payment gateway at any time.

To set up automatic invoice payments in Spacebring while migrating from Yardi Kube, your members must manually make only the first payment for the invoice in the member web portal or mobile apps; therefore, they'll be set on auto-pay. After paying the first invoice online, all further payments will be fully automated by default.

Throughout the entire process, a dedicated happiness manager will be available to support you and answer any questions.

Step 6. Order branded member mobile apps

Get fully white-labeled mobile apps for your space to improve user engagement and manage your workspace on the go. To proceed, do the following:

  1. Wait for our team to inform you about your apps ready πŸš€.

If you have any questions on the migration process, contact our support.

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