What switching from Aplos looks like
How to switch, step by step
Decide: full switch or hybrid?
If you need formal fund accounting, keep Aplos and run MosesTab for member, event and giving operations. Otherwise, move fully onto MosesTab.
Export contacts and giving from Aplos
In Aplos, open your Contact List, choose Actions and export to Excel. Convert the file to CSV for import.
Document your fund structure
If you're moving fully, note your fund structure so you can mirror it in MosesTab giving categories.
Import donors and giving history
Upload donor and giving CSVs into MosesTab.
Configure giving categories
Set up giving funds in MosesTab to mirror your previous fund structure.
Connect Stripe Connect
Set up the giving page and resume online donations.
What you get with MosesTab
Your data transfers with you
Frequently Asked Questions
Should I fully replace Aplos or run both?
If your treasurer prepares board-level financial statements with formal fund accounting, keep Aplos for accounting and use MosesTab for member, event and giving operations. If you mainly track giving and generate statements, MosesTab may cover your finance needs on its own.
Will giving statements be accurate?
Yes. Imported giving history shows on donor records and includes amount, date, and fund. Year-end statements include both pre-switch (imported from Aplos) and post-switch (native MosesTab) contributions.
Can MosesTab handle restricted vs unrestricted funds?
MosesTab supports designated giving categories which work like restricted funds for most churches. MosesTab does not replicate formal restricted/unrestricted fund balances at the general ledger level, so churches that need them often keep a dedicated fund-accounting tool alongside MosesTab.
Other Migration Guides
Aplos is a trademark of its respective owner, used here for identification purposes only. MosesTab is not affiliated with, endorsed by, or sponsored by Aplos, and it has not reviewed or approved this page. Product information is based on publicly available materials and may change; to report an error, contact [email protected].