Export Your Data From ZenPlanner
Ron Sell and Cheong Park you have created an amazing product and your support team is equally fantastic.
Cant wait to be fully set up because already I am loving all the ways Spark will help me run my studio. You all have thought of so many features to streamline my day to day work. So thrilled to be a part of the Spark community."
Dennis Hill
Chief Instrutor - CT Krav Maga & MMA
"I signed up with spark earlier this year and it has been the best decision so far. The team has been great and very attentive to all my needs. I guarantee you that it is definitely worth your investment. As a small business owner I hesitated for the longest time getting stared with spark because of the price. My only regret is that I would’ve signed up sooner haha."
Andres Dominguez
School Owner - Moores Martial Arts Fresno West
"Since SPARK my relationship with my wife has gotten so much better. Now the new "Franchise Dashboard" has put us back to our honeymoon phase like it was 21 year ago!
Fred Kyoshi DePalma
CEO - MA1st
Step by Step Walkthrough Tutorial
Step 1: From the Dashboard, click the New Report button.
Step 2: We are interested in the following reports. I will show you the People report, but the process is identical for all of them.
Step 3: Once the report loads, press the gray Edit Report Settings button in the top right.
Step 4: Check off every single box. We want to export as much information as we can. Click Refresh Report when complete.
Step 5: Remove all of the filters by clicking the red X next to them. Once complete, press the gray refresh button to update the report.
Step 6: Go ahead and press the Download arrow and select CSV from the list. That's it for this report.
Step 7: Follow the same process for the remaining 3 reports. (Attendance, Bills, and Memberships)
Step 8: We've now exported all of the information we can out of ZenPlanner. The only information not coming over is your customers' financial information, (CCN, ACH). If you want these things to transfer, you will have to contact PaySimple at (877) 977-9075 and request an export. They are known to charge a hefty fee for the export, and the entire process usually takes over a month due to extensive paperwork they require.
Step 9: Go ahead send over all of the reports that you just pulled to our data team at data@sparkmembership.com. Be sure to let us know whether or not you're interested in the financial information. We will have it imported for you within 2 business days if everything we need is present.