As an accounting partner, you can duplicate an existing team from the legacy platform (VRIntegrations) and create a corresponding VRTrust team. This process automatically carries over listings, owners, and ownership structures, so you don't need to rebuild them manually.
Step 1: Navigate to the Overview Page
Log in as an accounting partner and go to the Overview page. You will see all of your property management teams listed here.
Step 2: Filter for Legacy Platform Teams
Use the Product filter at the top of the page and select VRIntegrations. This will display only the teams currently on the legacy platform.
Step 3: Locate the Team to Duplicate
From the filtered list, find the team you want to duplicate.
Step 4: Start the Duplication Process
Click the ellipsis (…) next to the company name.
Select Duplicate and create VRTrust team.
Step 5: Configure the New Team
In the window that appears, complete the following fields:
Team Name: Enter a name for the new team. It is recommended to include VRT in the name to help distinguish it from the legacy team.
GL Start Date: Select the date when accounting activity will begin in VRTrust. This defines the starting point for all financial activity in the new environment.
Step 6: Create the VRTrust Team
Click Create VRTrust team. The system will generate the new team using the existing data, including:
Listings
Owners
Ownership structures
What Happens Next
Once created, the new VRTrust team will be available and ready for further setup and accounting workflows. Because ownership relationships are carried over automatically, you can proceed directly to configuring your accounting settings without rebuilding from scratch.
If you still have trouble, reach out to our support team.