Civic Quarters
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AppFolio migration guide

Leave AppFolio's property-manager workflow behind for a board-first HOA platform.

Export your residents, ledgers, and documents from AppFolio, then import them into Civic Quarters with pre-mapped columns and AI-assisted duplicate detection.

Why boards leave AppFolio

01

Built for property managers, not self-managed volunteer boards.

02

Per-door pricing and add-on fees scale up quickly for small communities.

03

No native CC&R or ARC guideline assistant for residents.

What to export from AppFolio

Exact menu names can vary by release. If a path looks different, look for the equivalent Reports, Documents, or Export section.

Owner directory

  1. 1Sign in to AppFolio Property Manager as an admin.
  2. 2Go to Reports → Owner Directory (or Homeowners / Owners).
  3. 3Export the report as CSV with all columns visible.
  4. 4Save the file as appfolio-owners.csv.

Financial reports

  1. 1Open Reports → Financial Reports or A/R Aging.
  2. 2Select the association and current period.
  3. 3Export as CSV or XLSX, including unit, owner, balance, and charges.
  4. 4Save as appfolio-balances.xlsx.

Governing documents

  1. 1Visit the Documents tab for the association.
  2. 2Download CC&Rs, bylaws, rules, and ARC guidelines as PDFs.
  3. 3Export meeting minutes in a single ZIP or as individual PDFs.

Civic Quarters vs. AppFolio

FeatureCivic QuartersAppFolio
AI rule answers with citationsBuilt-in (Civic Brain)Limited or none
Board-first UXDesigned for volunteer boardsProperty-manager workflow
Vendor dispatchEmail dispatch + portalManual or third-party
Per-door pricingTransparent community pricingPer-unit + add-ons
White-glove migrationIncludedSelf-service

Competitor capability claims are based on public documentation and are subject to verification before publishing.

Frequently asked questions

Prefer us to handle it?

No annual contract required. Cancel anytime with a full export of your data. Our concierge team can export, clean, and import everything for you.

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