How to Export from Billing Platforms

(Once you export your contacts, follow this help article - https://docs.uplaunch.com/contact-management/import-your-contacts)

Export from PushPress

To export users from PushPress:

  1. Navigate to People -> Members
  2. On the right hand side column -> Download Members
  1. Navigate to People -> Leads
  2. On the right hand side column -> Download Leads

Export from Wodify

To export users from Wodify:

  1. Sign in to Wodify and click on Reporting -> Athletes
  2. Click on 'View' next to the Athletes Home Map report
  3. Make sure 'Active Athletes Only' is checked and click the Export button

Export from ZenPlanner

To export users from Zen Planner you will want to run the 'People Report.'

  • At the top of the Zen Planner Dashboard, click Dashboard
  • In the left column under Saved Reports, choose Members
  • Under the main Members heading, choose New Report
  • Choose People
  • On the right under Report Settings, click Edit Report Settings
  • Under Column make sure each of the following is checked:

- First Name
- Last Name
- Gender
- Birth Date
- Address
- Email
- Phone
- Status
- Signup Date

  • Remove all inactive athletes
  • Click Refresh Report
  • At the top of the generated report, click CSV to the right of the text Export
  • If a Save As dialog box opens, change the name to PersonExport.csv and click Save

Export from MindBodyOnline

To export users from MindBody Online:

  1. Select Reports > Clients (on the left) > Membership
  2. On the Membership report, select Generate
  3. On the right hand side column (Members), click on the Total - ### link
  4. On the following page, select the yellow tag icon at the top of the page (next to the Generate button)
  5. Once the page refreshes, select "OK" for the "Resulting clients are tagged" pop up.
  6. Select Reports > Clients > Mailing Lists
  7. Change the third filter (Client's Opt-in status) to "All clients"
  8. Check the box for Tagged clients only (###) > Generate
  9. Next to the Generate button, select the XLS icon to export that list to Excel.

Export from Pike 13

To export all users from Pike 13 Online:

  1. Sign in to Pike 13 and click on Reporting icon in the top right corner and click New Reporting.
  2. Click on Clients & Staff and proceed to Click on Clients
  3. Click on the Details icon and click Export in the top right corner.
  4. Report will be emailed to you after hitting Export

To export Active Memberships only from Pike 13 Online:

  1. Sign in to Pike 13 and click on Reporting icon in the top right corner and click New Reporting.
  2. Click on Clients & Staff and proceed to click on Client Passes & Plans
  3. Click on Details and click on Filters to eliminate those that have already Ended their membership by choosing Ended? - is - NO 
  4. Finish by exporting document. It will be emailed to you upon completion. 
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