How to Export Your Data From RentRedi (Leaving RentRedi)

Why landlords leave, and what the exit looks like

RentRedi is built around the phone, and that is genuinely useful for collecting rent and handling requests. Landlords typically move on when the accounting side stops keeping up, when they want inspections, turnovers, cleaners, and vendors handled in the same place as the money, or when they take on a rental type the app was not shaped around.

The good news is that RentRedi is one of the more relaxed products to leave. Its own help center distinguishes clearly between unsubscribing, which it says keeps your account and data in case you come back, and deleting, which it warns in capital letters is permanent and cannot be undone. That means you are less likely to lose everything through one wrong click than you are with some others.

1. Export each section from the dashboard

RentRedi's model is one Export button per section rather than one big export. From the dashboard, click into the section you want, look for the Export button, and a spreadsheet downloads. RentRedi lists the sections that offer it: Properties, Renters, Rent, Maintenance, Communication, Prequalifications, and Applications.

Renters is the one to press first. RentRedi says it exports all of your current tenants to a spreadsheet. It does not publish the column list, so open the file straight away and check whether email addresses and phone numbers came with it. If anything is missing, you still have an account you can log into and copy from, which is the whole reason to check now rather than later.

You can also narrow what you export. RentRedi lets you filter and sort the columns in the major sections and then press Export, so if you only want active leases or one property, set that up first and export the view you built.

• Properties
• Renters
• Rent
• Maintenance
• Applications
• Open each file and check the columns

2. Export the payments across your whole history

From the dashboard, click the Expand Sidebar button, click Payments, then select Export Charges. You choose an export type, then the company or payment account, then a start and end date, then Export. Set the dates wider than you think you need. A date-ranged export is the single easiest place to accidentally leave two years behind.

The export type list includes Spreadsheets and three QuickBooks options. Unless you are actually importing into QuickBooks, choose Spreadsheets, because that is the version another system can read. If you are heading to QuickBooks, note RentRedi's own warning that the QuickBooks export works with QuickBooks Online or Desktop and Pro 2018 or older, and that the 2019 and 2020 Desktop and Pro versions do not import properly.

• Expand Sidebar
• Payments
• Export Charges
• Export type: Spreadsheets
• Choose the account
• Set a wide start and end date
• Export

3. Pull each tenant's ledger

The section exports give you totals and lists. A ledger gives you the story behind one resident's balance, which is what you want on file for anyone with money outstanding or a deposit still held. From the dashboard, click the Renters tab, select the tenant, and in their profile click Charges. Then click More and choose Export Ledger for a spreadsheet, or Download Tenant Ledger PDF if you want something to send to somebody.

There are filters worth setting first. You can choose a date range, and you can switch between showing charges for the current lease only, showing all charges, or showing only rent charges. For a migration, show all charges. Take the spreadsheet rather than the PDF, and take the PDF as well for anyone whose balance is disputed.

4. Save your leases and your accounting records

Signed leases come out one at a time. From the dashboard, expand the sidebar, go to Tenants, select the tenant, open the Documents tab, click the three-dot menu on the signed lease, and select Export. With forty leases that is forty trips, so start it before the week you plan to leave.

On the accounting side, RentRedi's accounting suite guidance says landlords can export accounting data to give an accountant expense details, profit and loss statements, and Schedule E summaries, and that these features are included for all landlords rather than being an upgrade. Pull those for your own records even though your next system will build its own versions.

Unsubscribe or delete, and why the difference matters

To stop paying, click your name at the upper right, click Settings, scroll to the Cancel Your Membership section, click Cancel, and complete the unsubscribe flow. RentRedi describes unsubscribing as keeping your account and data in case you use it again, and says explicitly that it is not permanent.

Deleting is the other door and it is deliberately hard to walk through: a separate page, an emailed confirmation link that expires within an hour, and a warning that the action is permanent, that all account information will be deleted, and that it will not be recovered or reactivated. Do not delete until your files are downloaded, opened, checked, and backed up. One honest caveat: RentRedi says unsubscribing keeps your data, but it does not spell out whether an unsubscribed landlord can still log in and run exports, so finish exporting before you cancel rather than assuming you can come back to it.

• Every section exported and opened
• Renters file actually contains emails and phones
• Payments exported with wide dates
• A ledger saved for anyone who owes money
• Signed leases downloaded
• Backed up before you unsubscribe

Bringing the files into RentCaddie

RentCaddie has a named RentRedi path in its Switch to RentCaddie screen, and the guidance there matches what is above: bring your tenants, payments, and expenses from the web dashboard. What that does not mean is a RentRedi-specific column preset. RentCaddie reads your headings, works out whether each file is people, money owed, money received, or expenses, proposes a match for every column, and asks you to confirm each one on a review screen. Nothing saves until you approve it.

The Renters export and the ledger exports are the two that matter most, so check those column matches carefully and skim the rest. If a batch lands wrong the whole import can be undone, and the undo keeps anything you have edited by hand since the import rather than deleting it.

Two limits to plan for. RentCaddie reads CSV and Excel files only, so a tenant ledger saved as a PDF has to be replaced by the spreadsheet version. And because files are read in your browser, each is capped at 10 MB and 5,000 rows. If your payments export is longer, run it again a year at a time and drop the pieces in one after another.

• Switching property management software: what to move and what to leave behind
• Download RentCaddie's blank import workbook (Excel)

Common questions