To export a list of active and inactive accounts, run an Accounts Export Report. To export a list of all transactions, run the Transactions Export Report. See below for steps.
Account Export Report
First, make sure that Enrollsy has unlocked this feature for you. If you want this feature, and it’s not already unlocked, let us know via chat, and we’ll unlock it for you!
Go to the Reports page and select "Account Export." This will export all accounts within Enrollsy to a CSV spreadsheet. You can then sort and manipulate this report to pull the necessary information.
The "Accounts Export" report shows the following information:
ID (ID of the specific account; searchable within Enrollsy)
Primary Account Holder Email
Primary Account Holder First Name, Middle Name, Last Name
Primary Account Holder Address
Primary Account Holder Phone Numbers
Primary Account Holder Contact Preference
Secondary Account Holder Email
Secondary Account Holder First Name, Middle Name, Last Name
Secondary Account Holder Address
Secondary Account Holder Phone Numbers
Secondary Account Holder Contact Preference
Emergency Contact
Emergency Phone
Active (shows "1" if there is 1 active account; shows "0" if the account is inactive)
Notes
Created at
Example:
Transaction Export Report
First, make sure that Enrollsy has unlocked this feature for you. If you want this feature, and it’s not already unlocked, let us know via chat, and we’ll unlock it for you!
On the Reports page, select "Transactions Export." This will export all transactions within Enrollsy and the class or program tied to that payment to a CSV spreadsheet. You can then sort and manipulate this report to pull the necessary information. This will allow you to find all transactions within a specific Enrollment Period, Program, or Class.
You can then use this CSV to import payments into your accounting software.
The "Transaction Export" report shows the following information:
ID (if applicable)
Processor transaction ID
Processor transaction amount
Amount
Last 4 (if the payment method is a credit card)
Type (payment method)
Posted at
Posted by
Item index
Item name (charge item)
item type (fee)
Item amount
Private comment
Invoice memo
ACH status
Classification (payment account)
Account ID (ID of the specific account; searchable within Enrollsy)
Location
Invoice number
Enrollment period
Program option(s) - List all Program Options
Example:
