Switching
What happens when you switch to us?
Your history, in your pocket too.
Start from scratch, or bring the spreadsheet you have kept for years or the data from another program. We move your data and plan the setup together with you.
Where are you coming from?
From scratch or from another program.
From scratch
A newly delivered building, or one with no tidy records. Blocks, units, owners and the dues plan are set up together, and the first collection happens in the first month.
From Excel
The dues spreadsheet you have kept for years. Unit, owner and balance columns are imported, so opening balances and past-period dues are in place on day one.
From another program
We take an Excel or CSV export from your previous software and map the records into DairemCepte. Balance history from the old system moves across.
Step by step
From day zero to the first month.
Demo and setup plan
We listen to how your property works today and show DairemCepte on your own scenario. Together we plan where each piece of data comes from and who signs in with which role.
Live demo · Data source: scratch, Excel or previous program · Roles and permissions
Your data settles in
Blocks and units, owner and tenant records, opening balances and past-period dues are imported. The source is your Excel file or an export from your previous program.
Units and owners · Opening balances · Past-period dues
The community wakes up
Residents are invited and sign in without a password, using their phone number and an SMS code. Your bank account is connected and transactions start matching. You send your first notice to a block or a chosen audience.
Resident invitations · Bank matching · First notice
The first period closes
The first dues period is charged and payments arrive by transfer, card and cash. At period end your first reports are ready, such as income and expense, the debtor list and the trial balance.
First dues period · Online collection · First reports
How long each step takes depends on the size of your property and the state of your data; we plan the timeline together.
What we need from you
We start with whatever you have.
Incomplete or messy files are fine; we review them with you before anything is imported.
- A list of units: block, floor, flat, villa, shop or office
- Names and phone numbers of owners and tenants
- Current balances or the latest dues table
- An export file from your previous program, if you have one
- Bank account details (for matching)
Frequently asked
Questions about switching
Can you take data from our old program?
An Excel or CSV export from your previous program is enough. We map unit, owner and balance fields into DairemCepte and check them with you before importing.
What happens to dues from previous years?
Opening balances and past-period dues are imported, so each resident's statement is complete from switch day onwards.
Do collections stop during the switch?
We plan the timeline around your collection periods together. The aim is to switch at a clean starting point, not in the middle of a period.
Do residents need to install anything?
The resident app runs on iOS, Android and the web, and sign-in uses a phone number and SMS code with no password. Residents who don't use the app still get notices by SMS, email and WhatsApp.