Note: These timelines are based on a typical delivery and may vary depending on how quickly we receive the documentation we need to set up your account.
I really enjoyed working with our implementation specialist, they were professional but very friendly and approachable. I was feeling overwhelmed with learning a new software but they made the transfer very easy and I love the new software. Thank you!
75% of enterprise customers trust Aplos professional services for their setup
90% of accounts are live within 8 weeks of their initial call with their Implementation Specialist
Aplos receives reviews of >80 NPS for our outstanding implementation services*
*Net Promoter Score that measures customer experience
If you'd like to speed up the process and prefer our team to manage this for you, reach out to our Services Team today to learn more about our Implementation Services.
Our base essential implementation package includes the essential services that will ensure the effective deployment of Aplos Software and enable your organization’s successful adoption of the new system.
Assigned Implementation Specialist
Discovery Questionnaire
Kickoff Call
1 Chart of Accounts Import
Creation of Funds
1 Tag Import
Check-in Call
1 Vendor Contacts Import
1099 Mapping Assistance
Starting Balances
Uncleared Transactions
Outstanding AP Bills Entry
Outstanding AR Invoices Entry
Outstanding Items Reversal Journal Entry
Bank Reconciliations
1 Budget Import
Up to 3 Hours of Tailored Training
Accounting Data Migration
Donation Data Migration
Accounting Training Package
Donations Bundle
Custom Training
Solution Consultation
Vendor Contact List Import
Donor Contact List Import
Standard Organizational Budget Import
Dimensional Organizational Budget Import
Budget Import for Tags Only
Pledges Import
Households Import
Mass True-Up
Account Restructure
1099 Filing
Creation of Fixed Assets
We met and formulated a plan on how we were going to transition to Aplos from Blackbaud. My situation was unique and we had to get creative on how this was going to happen. Our implementation specialist worked with our Executive Pastor and myself and spent time teaching/explaining how FUND Accounting worked versus what I, and our executive pastor, was used to with no accounting background. Very patient with us and always answered any questions I had during the process.