To export all users from Zen Planner: 

  • Login to Zen Planner and click Dashboard then All People

  • Click Edit Report Settings and check the following & Refresh:

        ○ First Name              ○ Last Name               ○ Gender
        ○ Birth Date               ○ Email                        ○ Phone
        ○ Signup Date           ○ Status

  • In the upper right hand corner, roll your cursor over the down arrow and click CSV to download the file. 

  • You can filter the report by status and remove anyone would you do not want imported. 

To export active members from Zen Planner:

  • On panel, click Onboarding Resources

  • Click Memberships Current  > View Report

  • Click Edit Report Settings and check the following & Refresh:

  • In the upper right hand corner, roll your cursor over the down arrow and click CSV to download the file. 


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