Switching & coexistence

Moving shouldn't be the hardest part

You don't have to switch everything at once. Tara coexists with your current systems — start where the value is strongest, and move additional workflows when Tara is ready and your church is ready.

Keep what works

Running Planning Center? Keep it. QuickBooks is your ledger? It stays your ledger. Tara connects to what you keep and reads from it — coexistence is the design, not a workaround.

Start where Tara creates value today

Most churches start with Finance: connect or import the books, and leadership gets reporting, budgeting and forecasting without disrupting anyone's workflow.

Consolidate when you're ready

Tara has to earn each part of your operation. When a Tara module genuinely replaces a tool you're paying for, consolidate — on your schedule, not ours.

The path

Controlled, reviewable, reversible

Migration runs as a sequence of small, verified steps — you see proof your data made it intact before anything goes live.

01

Discover

We map your current systems, data and workflows together.

02

Connect & import

Link what you're keeping; export and import what you're leaving.

03

Map

Guided account and record mapping — every decision reviewable, every mapping remembered.

04

Validate

Side-by-side proof your balances and records made the move intact.

05

Configure

Funds, campuses, roles and permissions set up for how your church actually runs.

06

Train

Your team learns their part of Tara — not all of it at once.

07

Launch

Go live on the workflows you chose, with support on hand.

08

Consolidate over time

Retire tools one at a time, as Tara earns each replacement.

Done with you, not to you

Guided implementation

A guided implementation with a real person accountable for your go-live: data brought over with review at every step, your configuration set up properly, and your team trained on their part of Tara.

Scope and cost confirmed together before we start — no surprises on either side.

What's included

  • Data migration from your current systems
  • Configuration for your funds, campuses and roles
  • Finance and giving setup
  • Permissions review
  • Team training
  • Go-live support

Talk through your actual stack

Bring the list of what you run today. We'll tell you honestly what connects, what imports, and what should stay put for now.