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Export your client data from PerfectMind

1. How to export People and contact details from PerfectMind

Log into your Perfect Mind account and you should see a list of Leads, Students, and Former Students on the left side menu. 

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Please only export the data you would like to have in your new Zen Planner account. Once the report is generated click Export in the bottom right corner.

 

2. How to export Members attached to Memberships from PerfectMind

Click on the More tab in the top menu bar>> Other Apps >> Membership Members

Please send us this file and we will provide you further steps to complete your membership import steps.

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Please send us us your export files at Onboarding@zenplanner.com and we will reformat and provide you communication to get this information imported.

 

 

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