Phase 4 onboarding and migration packs
Repeatable onboarding packages built from validated imports.
These packages turn Blocora's guided import paths into supportable onboarding tracks while preserving organization scope, validation evidence, actor notes, and rollback posture.
Package tracks
4
Playbooks
4
Validation
36
Competitor tooling
closed
Source workspace
Portfolio cutover package
Prepare property, building, and unit CSV onboarding around validated rows, accepted and rejected evidence, and rollback posture.
Open package
Source workspace
Contacts and households package
Package contact import review with duplicate checks, preferred-language continuity, organization scope, and audit-ready actor notes.
Open package
Source workspace
Active lease start package
Prepare basic active lease onboarding without recreating full historical leasing, document import, or provider-owned decisions.
Open package
Source workspace
Limited opening-balance package
Package limited opening balances tied to active operational ledgers without becoming full accounting history import.
Open package
Migration boundary
The Phase 4 onboarding and migration-pack gate can make existing guided imports repeatable and supportable, but it cannot create assisted mapping, document import, competitor migration tooling, full accounting replay, or commercial add-on billing.
Migration packages are viable only while every package remains organization-scoped, permission-aware, validated, reversible where possible, and traceable through import runs, source files, actor notes, and rollback evidence.