Moving to Tara.OS
Bring your church’s data with you.
Import your people and your financial history into Tara.OS, with our team there to help along the way.
How a move works.
Plan What to Bring
We look at the systems you use today with you and agree what to move first.
Import Your People
Upload a spreadsheet from your current system. People are grouped into households, and status and campus are matched to your own labels.
Import Your Finances
Upload your accounts from a CSV or Excel export. Map each account to your chart once, and Tara.OS remembers it next time.
Check Before It Saves
Every import shows a preview first. Anything that doesn’t match is flagged for you to decide, and possible duplicates are set aside to compare and merge.
Invite Your Team
Add your staff with the roles they need, and start working in Tara.OS.
What you can bring.
Your People
- Members, visitors and households
- Addresses, campuses and tags
- Membership status and life stage, matched to your own labels
- Household roles and the main contact for each family
Your Finances
- Account balances and history from a CSV or Excel export
- Your chart of accounts, mapped once and remembered
- Opening balances for your first year in Tara.OS
Want help moving?
Our team can guide your church through it. Guided implementation is quoted once we know what you’re bringing.