How to switch from Condo Control without losing your records
Leaving Condo Control takes written notice 30 days before the yearly renewal. The owner list and vendor summary export yourself; Condo Control keeps no general ledger, so balances come from the accounting system it syncs with. Condo Control removes data from production at termination, so export first.
Kahoa makes Kahoa. The steps work for any HOA software; where they name Kahoa, they describe Kahoa's setup screens.
What moves, and what stays behind?
| Record | From Condo Control | Into Kahoa |
|---|---|---|
| Owners and units | Reports → Unit File → Phone Numbers and Emails → Export | Roster import, saved as CSV |
| What each unit owes | From your linked accounting system | Opening balances |
| Vendors | Purchase Order → Vendors → Download Vendor Summary | Vendor import |
| Online payments | Setup → Payment Setup → Financial Reports → Payments → Export | Keep the export |
| Bank activity | Not needed | 24 months via bank connection |
| Ledger | Kept in your accounting system, not Condo Control | Keep it; books start from opening balances |
| File library | No bulk download; paid export help | Document upload |
| Autopay enrollments | Can't be exported | Owners enroll again |
How do you switch, step by step?
6 steps · about 2 hours- 01Pick the cutover date
Choose the day after a dues cycle posts, so every balance in the export is final.
Time5 minutes - 02Export everything
Export the owners list and vendor summary from Condo Control, pull balances and the ledger from your accounting system, and download the payments report.
WhereCondo Control: Reports, Purchase Order, and Payment SetupTime30 minutes - 03Connect the bank
Link the operating and reserve accounts. Kahoa pulls 24 months of history for the treasurer to sort.
In KahoaSetup → BankTime15 minutes - 04Import owners and opening balances
Save the owners list as CSV and upload it, then upload each unit's balance from the accounting system. Check the total against that system to the cent.
In KahoaSetup → Upload directory, then Enter opening balancesTime45 minutes - 05Tell homeowners
Send owners the new payment link and ask them to delete recurring payments in Condo Control; admins can also update payments in bulk.
Autopay offOwners: Make a Payment → Manage Payments → DeleteTime30 minutes - 06Run one cycle, then cancel
Send written notice 30 days before the renewal date, then collect one month in the new tool.
TimeOne dues cycle
Keep these five files
- The owners list export
- The vendor summary
- The online payments export
- Every file library document you need
- Your agreement, for the renewal date
Wait to switch if
- Dues are due within the next two weeks.
- An audit or reserve study is in progress.
- The treasurer seat is changing hands this month.
What else do boards ask about leaving Condo Control?
How much notice does Condo Control need?
Does Condo Control charge to export our data?
What happens to our data after we leave?
Where are our balances and ledger?
Bring your Condo Control export
Thirty days, no card. The bank connection fills in two years of history.