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Exporting from Pulse

Walks you through the process of exporting your data out of Pulse

Written by David Spark
Updated over 2 weeks ago

To get your data transferred over from Pulse, we'll need you to pull a few reports and send them to us. We handle the import from there.

What's included in your export:

  • Contact information (Memberships, Personal Info)

  • Membership data

  • Attendance records

  • Past invoices

Please note: Financial data transfer options are referenced at the bottom of this guide.

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Step 1 - Exporting Your Contacts

From the left sidebar under People, click Smart Lists. Create a Smart List, ensure no filters are present, and click Export as CSV.

Note: This export will be sent to your email and can take up to a couple of hours to arrive. Please wait until you receive this file before sending us the rest of your exports.

Step 2 - Exporting Memberships

Navigate to Reports > Membership > Active in the sidebar and click Export.

Step 3 - Exporting Attendance

Navigate to Reports > Attendances and set the date range from as early as possible to today to capture all attendance records. Click Export.

Step 4 - Exporting Past Invoices

Navigate to Reports > Finances > Invoices and set the date range the same way as the Attendance report. Click Export

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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 Contacts CSV file

  • Your Memberships CSV file

  • Your Attendance CSV file

  • Your Past Invoices CSV file

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

If you are currently using Stripe with Pulse and would like to transfer your financial data, please refer to our Stripe financial data transfer guide: https://help.sparkmembership.com/en/articles/6680799-transfer-financial-card-data-from-stripe

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Frequently Asked Questions​

How long does the import into Spark take? Once we receive your files, your data will be imported within 2 business days.

Why is my Contacts export taking so long? The Contacts export is sent to your email and can take up to a couple of hours to generate depending on the size of your data. Please be patient and wait until you receive it before sending us your files.

Can I export POS data from Pulse? Unfortunately POS data is not exportable from Pulse. This includes in-studio purchases and retail sales. You may need to manually re-enter this data in Spark or skip it if not relevant.

What if I'm having trouble creating a Smart List? Reach out to us at [email protected] and we'll help you through the process.

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