Welcome to the enhanced guide for integrating Online Giving with Aplos ChMS. Aplos, a cloud-based fund accounting system, is specifically designed for churches and nonprofits. With this integration, your church can easily manage donations, track contributions, and streamline communication with your congregation. This guide will walk you through the features, setup process, and advanced tools available to you, ensuring a smooth experience.
Whether you’re just getting started or looking to take full advantage of this integration, the following sections provide everything you need. If you require additional assistance, our support team is always here to help!
Key Takeaways:
- Aplos integration is available for all $15+ per month plans, offering automatic donation recording and donor matching.
- Features include check scanning, cryptocurrency donation recording, and advanced mobile app and text marketing integrations.
- Continuous 24/7/365 monitoring and managed integration ensures reliable performance with automatic retries for any failed API events.
Table of Contents
- Aplos Integration Overview
- Aplos Direct Integration User Guide
- How to Manage Aplos Contributions
- Support & Resources
- FAQs
- Merchant Processing FAQ
Aplos Integration Overview
Aplos is a cloud-based fund accounting system designed for churches and nonprofits. It offers tools for donation management, contribution tracking, and financial reporting. By integrating Aplos with OnlineGiving.org, churches can improve their financial oversight, boost giving, and enhance engagement with their congregation. OnlineGiving.org provides a direct API integration with Aplos, included with all $15+ per month plans. This integration enables automatic donor matching, donation recording, and much more.
Aplos Direct Integration User Guide
Getting Started with Aplos Integration Setup
Our support team is happy to help set up your Aplos integration. To begin, email support@onlinegiving.org with the following information:
- Aplos Administrator Username
- Aplos Administrator Password
Using this information, we will configure your Online Giving account with Aplos and securely store the credentials for future support. Once the integration is complete, your funds and sub-funds will be linked to Aplos purposes, and we will send you a confirmation.
How to Update Funds/Sub-Funds with Aplos Donation Programs
Online Giving automatically records donations in Aplos, including the correct Aplos Purpose. To link funds and sub-funds in your control panel:
- Login to your control panel.
- Click on Funds from the left navigation menu.
- Click the gear icon next to the fund you want to manage.
- Select Edit Fund from the drop-down menu.
- Choose an Aplos Purpose from the drop-down menu.
- Click Save to apply changes.
- Repeat steps 2-6 for additional funds.
Automatic Donor Matching with Aplos
The integration simplifies donor management by matching donors using their Aplos Contact ID. If no match is found for a donor after a completed donation, Online Giving creates a new person record in Aplos. This avoids creating unnecessary duplicates in Aplos.
Automatic Donation Recording with Aplos
Once a donation is approved, it is automatically queued for recording in Aplos. The system retries recording for up to 12 hours if any errors occur. The Aplos Contribution ID is then stored with the donation details in your control panel for easy reference.
Additional Aplos Integration Features
- Integrated Donation Recording: Donations are automatically recorded in Aplos, ensuring the correct donor and donation information is captured.
- Integrated Check Scanning Recording: Scanned check donations are automatically pushed into Aplos, with accurate person and donation details.
- Integrated Cryptocurrency Donation Recording: Cryptocurrency donations are also recorded in Aplos, with corresponding donor and crypto contribution records.
- Managed & Monitored Integration: The integration is managed and monitored 24/7, with automatic retries for any failed API events to ensure smooth communication between Online Giving and Aplos.
How to Manage Aplos Contributions
How to View Aplos Contribution ID for a Transaction
- Login to your control panel.
- Click on Donations from the left navigation menu.
- Use the search and filter options to find the relevant donation.
- Click the donation row to view details.
- The Aplos Contribution ID will be displayed in the bottom-right corner of the donation details window.
How to Manually Trigger a Donation for Recording in Aplos
- Login to your control panel.
- Click on Donations from the left navigation menu.
- Search and filter donations as needed.
- Click the donation row to view details.
- Click the red Retry Recording button.
How to View Donations Recorded in Aplos
- Login to your control panel.
- Click on Donations from the left navigation menu.
- Click the Additional Filters button at the top-right of the page.
- Select Aplos Recorded Contributions from the drop-down menu.
How to View Donations Pending Aplos Recording
- Login to your control panel.
- Click on Donations from the left navigation menu.
- Click the Additional Filters button at the top-right of the page.
- Select Aplos Pending Contributions from the drop-down menu.
Support & Resources
- Support Tools: OnlineGiving.org provides a variety of resources, including product guides and a control panel user guide. Dedicated integration guides for Aplos and other platforms are also available.
- Developer Center: For technical users, the Developer Center offers resources on webhooks, express donations, and more advanced integrations.
- Customer Support: Reach us at (615) 206-4000 or submit a request online for support.
FAQs
- What is Aplos integration? Aplos integration connects OnlineGiving.org’s donation platform with Aplos to automatically manage and sync donation records.
- Can I update my funds after setting up Aplos? Yes, you can update or edit funds at any time by following the steps in the “How to Update Funds/Sub-Funds with Aplos” section.
- Does the system handle check and cryptocurrency donations? Yes, both check donations and cryptocurrency contributions are automatically synced with Aplos.
- How does OnlineGiving.org ensure data synchronization? The integration is monitored 24/7, and any failed communication attempts are automatically retried for up to 12 hours.
- Can I integrate text marketing with Aplos? Yes, text marketing integrations allow you to communicate with donors via text messages directly synced with Aplos.
Merchant Processing FAQ
- How does OnlineGiving.org handle donation processing with Aplos? OnlineGiving.org processes donations and automatically syncs them with Aplos, including donor and donation records, check scanning, and cryptocurrency support.
- What happens if API events fail? All API communications are automatically retried in the background, and failed events are flagged for manual review if they do not succeed after 12 hours.
For more information or to schedule a demo, contact us at (615) 206-4000. Our team is ready to help tailor your Aplos integration to meet your church’s unique needs.
