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 to be imported.
To export active members from Zen Planner:
On the 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.