Civic Quarters
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TownSq migration guide

Move your community off TownSq without losing a single resident record.

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

Why boards leave TownSq

01

Residents call the board after-hours because the portal can't answer rule questions.

02

Reports are built for property managers, not self-managed boards.

03

Vendor dispatch lives in email threads, not a shared workflow.

What to export from TownSq

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

Resident directory

  1. 1Sign in to your TownSq admin portal as a community manager.
  2. 2Navigate to Reports → Resident Directory (sometimes labeled Resident List or Directory).
  3. 3Choose CSV format and include all columns: unit, owner name, email, phone, and mailing address.
  4. 4Download and save the file as townsq-residents.csv.

Dues and balances

  1. 1Go to Reports → Financial Summary or Accounts Receivable.
  2. 2Export the current owner balance report as CSV or XLSX.
  3. 3Include unit number, owner name, current balance, and any late fees.
  4. 4Download as townsq-balances.xlsx.

Governing documents

  1. 1Open Documents → CC&Rs, Bylaws, Rules & Regs, and ARC guidelines.
  2. 2Download each PDF and keep filenames descriptive, e.g., ccrs-2024.pdf.
  3. 3If you have meeting minutes, export them as one PDF per meeting or as a single ZIP.

Civic Quarters vs. TownSq

FeatureCivic QuartersTownSq
AI rule answers with citationsBuilt-in (Civic Brain)Limited or none
Vendor dispatchEmail dispatch + portal, no app downloadEmail-based
Dues collectionStripe + Plaid ACHProprietary payments
Document vaultVector-indexed, searchableFolder storage
Reserve trackingBoard-ready reportsBasic accounting
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?

Your data is yours. Export everything at any time, and cancel without penalty. Our concierge team can export, clean, and import everything for you.

Start TownSq migration