Getting started
Your records loaded.
Within 24 hours.
Send us your unit and resident list and we will have everything loaded within 24 hours. We set up every new customer personally.
Already a resident? Sign in after accepting your invitation.
Your setup steps.
A short conversation, your records, and a clear handoff for residents.
Start with a walkthrough.
Tell us how many units you manage and how you handle rent, repairs, and leases today. We will walk through Talvi with you and agree on the records and first property to bring over.
Send us your unit and resident list.
We will have your unit and resident records loaded within 24 hours of receiving the list. We help you check the records before you invite residents. You can also import in bulk yourself once we enable CSV imports during setup.
Connect your bank.
Connect your bank account to start collecting rent.
Invite residents to the Talvi app.
Send each resident an invitation from Talvi using their name, email, and unit. They follow the invitation to connect their account to their home. Agree on your first collection date, then let residents know when to start using Talvi.
Before you start, gather the essentials.
Your properties & people
- Building addresses and a consistent list of unit names.
- Resident names, contact details, and unit assignments.
- Current lease dates, rent amounts, and relevant documents.
- Team members and the access each person needs.
Your operating plan
- The date you intend to switch collection and communication.
- A checked record of opening balances and unresolved items.
- The person responsible for payment-account verification.
- A resident announcement and a contact for transition questions.
Setup & migration questions.
Can I import a spreadsheet or transfer data from another system?
Yes. We can load your unit and resident list for you. For a self-managed import, we enable the CSV tool during personal setup. It accepts building, unit, resident, active lease, and lease-resident records using the Talvi templates. The review step flags missing fields and records that need correction before import.
Does creating an account immediately activate payments?
Your account and payment setup need to be ready before you ask residents to pay. We will help you choose the first collection date and make the handoff from your previous process clear.
How long does it take to get started?
We load your unit and resident list within 24 hours of receiving it. That promise covers those records. Payment history, opening balances, held deposits, documents, and maintenance history are not included in the bulk CSV import. We agree on how to handle anything else you need before the move.
How do residents join?
You invite residents from Talvi when adding them to their unit. They use that invitation, then sign in with the same email in the Talvi app. A resident who has not received an invitation should ask their landlord or manager to send one. Find the right support contact.
Where can our team get setup help?
Support by email and in-app chat. We typically reply within a few hours, seven days a week. Email contact@trytalvi.com to discuss a planned move. For a technical problem with an existing account, use support@trytalvi.com.
Start with your first property.
Tell us what you manage today and what needs to come with you. We’ll help you understand the next steps.