To get your data transferred over from ZenPlanner, we'll need you to build a few custom reports and send them to us. We handle the import from there.
What's included in your export:
Contact information (Ranks, Memberships, Personal Info)
Attendance Records
Past Transactions
Please note: Financial data transfer options vary depending on which payment processor your ZenPlanner account uses. See the Financial Data section at the bottom of this guide for more information.
The following reports are needed from ZenPlanner:
Attendance
Bills
People
Memberships
Follow the steps below to export all of the relevant information from each report.
Note: Please make sure to use your Master Login to ensure all information is extracted correctly.
Step 1 - Creating a New Report
Navigate to My Reports > Members in the left sidebar
Click the + New Report button at the top of the page
Once the New Report dialog opens, select People as your report type to start.
Step 2 - Configuring Your Report
In the top right, click Edit Report Settings
Check off every box to ensure all data is captured
Click Refresh Report to apply your settings
Step 3 - Downloading Your Report
Remove any active filters by clicking the X next to each filter
Click the refresh icon to ensure all filters are removed from your report
Click the download icon in the top right and select CSV to save your report
Step 4 - Repeating for Remaining Reports
Repeat Steps 1 - 3 for the following reports:
Memberships
Bills
Attendance (See FAQ at the bottom if you encounter issues)
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Submitting your files
Once you have completed all four steps, please send your exported files to our data team at [email protected].
Before sending, make sure you have the following:
Your People CSV file
Your Memberships CSV file
Your Bills CSV file
Your Attendance CSV file (Please review FAQ at the bottom incase you have issues.)
Please include your Spark ID in your email, which can be found in the top left corner of your Spark software. This helps us identify your account quickly.
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FINANCIAL DATA
Financial data is not included in the standard ZenPlanner export. The right transfer method for you will depend on which payment processor your account uses. Please refer to the relevant option below:
Spark Credit Card Recollection - If you are unsure which processor you use or would prefer a free alternative, we recommend using Spark's Credit Card Recollection feature as your primary method of transferring payment data.https://help.sparkmembership.com/en/articles/9859920-credit-card-recollection-feature
PaySimple - If your ZenPlanner account uses PaySimple as its payment processor, please refer to our PaySimple financial data transfer guide :
https://help.sparkmembership.com/en/articles/8619735-transfer-financial-card-data-from-paysimple
Card Pointe - If your ZenPlanner account uses Card Pointe as its payment processor, please email [email protected] to request a data transfer agreement.
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Frequently Asked Questions
My Attendance export is taking too long to load, what should I do? If your Attendance report is taking too long to load, try using only the minimum required columns: Att., Barcode, Belt Size, Canceled, Check In Date, Date, First Name, Last Att. Date, Last Name, Name, Membership Label, Membership, Membership Category, Person, Program, Rank, Session Type
How long does the import take? Once we receive all of your files, your data will be imported within 1 - 2 business days.
What if I'm having trouble exporting one of the reports? Reach out to us at [email protected] and let us know which report you're having trouble with. We'll help you figure out the best path forward.
Do I need to export all four reports? No, but all four reports are recommended even if the features were unused. Missing reports may result in incomplete data and difficulties for our team.