How to switch from Innago to DoorKeeping: exports, timing and tenants
In Innago, open Income and click Export for a CSV of your invoices, then open the Reports page from the icon at the bottom left of the dashboard and export the Transaction Report. Both exports include only what your filters show, so clear the filters first, and check your agreement for cancellation terms before you plan a cutover.
What to export from Innago
Innago's help center describes two exports. The first is invoices: in the left menu open Income, click Export in the top right, and a CSV downloads. The article says the export includes only the invoices currently filtered on the Income page, so clear or adjust the filters first, and that Chrome may block the download until you allow it from the notice in the address bar.
The second is reports. A help article about transaction reports, written for the PlacePay landlord screens and dated 2022, adds a note for Innago users: open the Reports page from the paper-looking icon in the bottom-left of the dashboard, where each report has filters and an Export button, and the Transaction Report is one of the exportable options. Because that note sits in an older article, check the labels in your own account.
| What you need | Where to look | Use |
|---|---|---|
| Invoices and rent charged | Income, Export (CSV) | Record of charges and balances |
| Payments received | Reports, Transaction Report, Export | Income history for taxes |
| Tenants and leases | Look for the export option in Reports, or the tenant and lease screens | Source for the file you import |
| Expenses | The Expenses screen and any expense report | Deductions for your preparer |
| Documents | Signed leases and files on each tenant | Download them |
No Innago page found for this guide describes a one-click export of the tenant list, so build that from the Reports and tenant screens.
How long it takes
Plan a few working days over one to two weeks for a small portfolio. Do the first export early to see what the files hold, then repeat on your cutover date. Leave a day to compare each tenant's balance and the deposits held against the new system.
What carries over
- Loaded: properties, units, tenants, rent and lease dates.
- Checked once: balances, deposits and the bank balance on the cutover date.
- Kept as files: invoice and transaction exports, expenses and signed leases.
Leaving Innago: check your agreement
No Innago page with cancellation, refund or data-retention terms could be confirmed for this guide. Check your agreement and any add-on you pay for, such as screening or credit reporting, and ask Innago support whether closing the account affects your records. Settle that before you choose the month you cut over.
Cutover timing and telling tenants
Choose the last day of a month, and export on the first business day after it. Tell tenants once the numbers match: the cutover date, the new way to pay, that the lease and rent do not change, and that online payment or autopay set up in Innago ends on that date. Send a short reminder a few days before the first rent date.
Example a made-up 9 unit portfolio exports the Income page on December 1 with no filters. It lists $1,800 of unpaid invoices across three units. The new system must show the same $1,800 owed before you send the notice.
How DoorKeeping handles it
Arrange the exports as one row per unit with tenant, rent and lease dates and import them as a CSV or XLSX file. DoorKeeping reads the leases and tenants for you to confirm, keeps separate books for each property and lets you send leases and renewal offers for online signature.
Rent and payments stay in your own bank accounts. DoorKeeping never holds your money and sends a payment only when you approve it. The price is $2 per unit per month with every feature included.
Sources
Questions
- How do I export invoices from Innago?
- Open Income in the left menu and click Export in the top right. A CSV downloads with the invoices currently filtered.
- Where is the Innago Transaction Report?
- An Innago help note says to open the Reports page from the icon at the bottom left of the dashboard, then use the Export button on the report. Check the labels in your account.
- Why is my export missing rows?
- The Income export includes only what is filtered, so clear the filters before exporting.
- How do I cancel Innago?
- No confirmed page was found for this guide. Check your agreement and ask Innago support.