Ready to switch to Punchpass? Here's a step-by-step guide on how to prepare your information so our team can get you up and running quickly.
Migrating memberships with Stripe? You'll need to prepare two spreadsheets — one for customer info and current passes (covered in this guide), and one for memberships (covered in our membership transition guide). We import them in that order, so complete your customer and pass spreadsheet first.
The Information We Can Import for You
We can import the following types of data:
Customer Information. Names, email addresses, phone numbers, and addresses (optional).
Current Passes. What type of pass (unlimited or credit-based), remaining credits, and expiration dates.
Memberships. Membership name, next renewal date, and end date (if applicable). Memberships are handled as a separate import step. See our membership transition guide for full details once you've prepared your customer and pass data below.
How to Export Your Data From Your Existing Software
Most software platforms allow you to export data in CSV or Excel format. Check your current system for these options:
Customer Lists: Usually found in the "Customers" or "Clients" section.
Passes & Memberships: Look for an option to export passes or memberships.
Reservations & Attendance: Check for booking or attendance reports.
If you're unsure how to export your data, reach out to your current software provider's support team for assistance.
Leaving Mindbody? Click here for details on moving from MindBody to Punchpass
How to Organize Your Files
To help us import your data accurately, organize your export into a spreadsheet using our template. Depending on your situation, you might be importing:
Customers only: you just need contact information brought into Punchpass
Customers + active passes: you want to bring over their current punch cards, class packs, or unlimited passes too
Customers + passes + memberships: you also have recurring memberships to transition (memberships require a separate spreadsheet — see below)
Use our template to get started:
At minimum, we need a first name, last name, and email address for each customer. The template also includes optional columns for phone, address, birthday, emergency contacts, and more... just fill in what you have.
If you're importing active passes, the template includes columns for those too. The required pass fields are pass name, start date, and # visits remaining (for non-unlimited passes). Leave the pass columns blank if you're only importing customer information.
Please make sure any dates are formatted as MM/DD/YYYY or DD/MM/YYYY.
If you're also migrating memberships, those go in a separate spreadsheet — see the membership section below.
Here's an example of a spreadsheet with customers and passes:
First Name | Last Name | Pass Name | Pass Start Date | Visits Remaining | Pass Type | Expiration Date | |
Jane | Doe | 10-Class Pack | 01/15/2024 | 5 | Pass |
| |
Bugs | Bunny | 1-Year Unlimited Pass | 12/19/2024 |
| Unlimited | 12/18/2025 |
Migrating Memberships?
Memberships are imported separately from passes. We need the pass data above to be imported first, and then handle memberships as a second step.
The result of the import will be a converted pass, marked as paid, for the current period, and a membership that has a future start ready for billing.
Once you've prepared your customer and pass spreadsheet from the sections above, head to our Transitioning Memberships from Another Service to Punchpass guide. It covers:
Creating matching membership offers in Punchpass
Preparing your membership spreadsheet (a separate sheet from your passes)
Stripe payment migration if your members are currently billed through a different Stripe account
Timeline and what to expect
How to Send Us Your Data For Upload
Once your files are ready:
Review your files. Double-check that the data is accurate and complete.
Send your files to us. Email your files to support@punchpass.com with the subject line "Data Import Request" or log into Punchpass and attach the files through the chat.
Let us know about any special requirements. If there's anything unique about your data or how you'd like it imported, let us know!
What Happens Next?
We'll review your data (1-2 business days). Our team will check your files, and we may reach out with questions to make sure everything is accurate before we proceed.
We import your customers and passes (1-2 business days). Once your data is accepted, we'll import your customer information and current passes into Punchpass.
Notification. We'll let you know when it's done!
Memberships are a separate step (1-2 business days). If you're also transitioning memberships, we handle those after your customer and pass data is imported. See our membership transition guide for that process and timeline.
And continue your launch preparations!
Need Help?
If you have any questions or need assistance, our support team is here to help! We strongly encourage you to book a call with our team to review your business needs, and you're welcome to email us at support@punchpass.com too.
We're excited to help you make the move to Punchpass!