Follow

Exporting Client Data from Pike13 - Formerly Known as FrontDesk

Exporting Client Data from Pike13 (Formerly Known as FrontDesk)

Being by logging into your Pike 13 admin account.  From there, you will click on the Reporting icon in the top right corner and click New Reporting.   

Screen_Shot_2017-09-26_at_12.46.20_PM.png

EXPORTING PEOPLE- 

Click on Clients & Staff and proceed to Click on Clients

Screen_Shot_2017-09-26_at_1.18.28_PM.png

 Click on the Details icon and click Export in the top right corner.

Screen_Shot_2017-09-26_at_1.19.43_PM.png

Once you click Export the Report will be emailed to you. Please keep an eye out for this report in your inbox.

 

EXPORTING MEMBERSHIPS -

From the Reporting icon in the top right corner and click New Reporting.   

Screen_Shot_2017-09-26_at_12.46.20_PM.png

 Click on Clients & Staff and proceed to click on Client Passes & Plans

Screen_Shot_2017-09-26_at_12.47.04_PM.png

Click on Details and click on Filters to eliminate those that have already Ended their membership by choosing Ended? - is - NO

This will remove people that are no longer members with you.

 Screen_Shot_2017-09-26_at_12.52.48_PM.png

Proceed to EXPORT your file by clicking Export in the top right corner. This will be emailed to you.

 Screen_Shot_2017-09-26_at_12.55.57_PM.png

Please send the file to our Onboarding Team at Onboarding@Zenplanner.com and they will reformat the data and get file ready for import.

We will reach out to you if we have any questions or need further clarification from you.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Article is closed for comments.
Powered by Zendesk