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Mindbody’s "Export to Excel" downloads a web page saved as .xls: upload it to Klasvo as it is, no need to open it in Excel. Set each report’s dates and choose All Locations before you generate it.

Clients

Insights › Reports › Clients › Mailing Lists. List type Email, and All clients (active and inactive). Generate. Export to Excel, and upload that file as Clients.

Team and pay rates

Insights › Reports › Staff › Payroll for last month shows each teacher’s rate. Copy each teacher’s name, email, role and pay a class into our Team template, and upload it as Team and pay rates.

Class schedule

Insights › Reports › Staff › Schedule at a Glance, dates from today as far ahead as you have classes. Export to Excel, and upload it as Class schedule.

Class packs and credits

Insights › Reports › Clients › Visits Remaining (Accelerate and Ultimate plans). Set the start date back to the day you opened, pick All Locations and uncheck "Show consolidated records". Generate. Export to Excel, and upload it as Class packs. Each pack finds its client by email.

Memberships

Insights › Reports › Payment Processing › Autopay Detail. Dates from today to a month ahead (a year ahead if you sell yearly memberships), status Scheduled and Suspended. Generate. Export to Excel, and upload it as Memberships. Each member’s first scheduled autopay is their next billing date here; a suspended one comes in frozen.

Upcoming bookings

Insights › Reports › Clients › Client Visits (or the class roster report your plan has), dates from today to your last booked class. Keep the status column, so canceled visits are left out. Export to Excel, and upload it as Upcoming bookings.

Gift cards

Insights › Reports › Sales › Gift Cards, all dates. Export to Excel, and upload it as Gift cards. Cards with nothing left are left out.

Account balances

Insights › Reports › Clients › Account Balances, all clients. Export to Excel, and upload it as Account balances. Money owed (below zero) is left out: collect it at the desk.

Signed waivers

Mindbody keeps the day each client signed in its Subscriber data export (ask Mindbody: it is paid, for studios leaving). Upload its waiver file as Signed waivers. Without it, clients sign your waiver here at their first booking.

Class history

Insights › Reports › Staff › Attendance with Revenue, from the day you opened to yesterday. Export to Excel, and upload it as Class history.

Purchase history

Insights › Reports › Sales › Sales, as far back as you want history. Export to Excel, and upload it as Purchase history.

Every Arketa report exports the same way: Analytics › Reports › the report › Export › choose the data points (choose all) › CSV › Download Report. A year of bookings can take five minutes to prepare.

Clients

Analytics › Reports › Clients: the list of all your clients. Export, all data points, CSV. Upload it as Clients.

Class schedule

Schedule, the list view for the weeks ahead, exported as CSV, or our template. Upload it as Class schedule.

Class packs and credits

Analytics › Reports › Clients › Credit balances. Export as CSV, and upload it as Class packs.

Memberships

Analytics › Reports › Subscriptions › Active (and Paused, as a second file). Export as CSV, with the next billing date, and upload it as Memberships.

Upcoming bookings

Analytics › Reports › Bookings › Reservations, dates from today ahead. Export as CSV, and upload it as Upcoming bookings. Waitlisted places join the waitlist here.

Gift cards

Analytics › Reports › Clients › Gift cards. Export as CSV, and upload it as Gift cards.

Account balances

Analytics › Reports › Clients › the credit balance report in money (not class credits). Export as CSV, and upload it as Account balances.

Signed waivers

Your waiver’s responses, exported as CSV with the day each was submitted. Upload it as Signed waivers.

Class history

Analytics › Reports › Bookings › Reservations, from the day you opened to yesterday. Export as CSV, and upload it as Class history.

Purchase history

Analytics › Reports › Sales › Payments, as far back as you want. Export as CSV, and upload it as Purchase history.

Momence documents few exports. Its reports download from Analytics › Reports; for anything without a download, ask Momence support for a CSV, or use our template.

Clients

Customers › Customer List, then download it as CSV (or ask Momence support for "all customers as CSV"). Upload it as Clients.

Class packs and credits

Analytics › Reports › the class pack balances report, downloaded as CSV. Upload it as Class packs.

Memberships

Analytics › Reports › the active memberships (subscriptions) report, with the next renewal date. Upload it as Memberships.

Upcoming bookings

Analytics › Reports › the upcoming bookings report, dates from today ahead. Upload it as Upcoming bookings.

Signed waivers

Momence gives each signed waiver as a PDF on the customer’s page. Ask Momence support for the signed dates as CSV, or clients sign your waiver here at their first booking.

Class history

Analytics › Reports › the check-ins report for past dates. Upload it as Class history.

Glofox downloads are CSV files. Dates are written day first outside the United States: the import page reads the order from the file, and you can switch it.

Clients

Manage › Clients. Leave the filter empty for everyone. Actions › Download, and upload the file as Clients.

Class packs and credits

The same client download carries each client’s Membership Name, Credits Remaining and Membership Expiry Date. Upload that same file again, as Class packs.

Memberships

Reports › Memberships › Members. Under Columns, add Price paid, Commenced at and Next payment at. Download, and upload it as Memberships. Paused members come in frozen.

Upcoming bookings

Reports › Bookings, dates from today ahead. Download, and upload it as Upcoming bookings.

Account balances

Glofox documents no export of money on account: ask Glofox support for each member’s account balance as CSV, or fill our Account balances template.

Purchase history

Reports › Transaction, as far back as you want. Download (CSV), and upload it as Purchase history. Failed payments are left out; refunds are kept.

WellnessLiving exports every report as CSV from App Drawer › View All › Reports › the report › Export. Customize a report to add the Email column where it has none, so each row finds its client.

Clients

App Drawer › View All › Clients, or Reports › Client Details. Export as CSV, and upload it as Clients.

Team and pay rates

Reports › Payroll Details shows each teacher’s pay. Put name, email, role and pay a class in our Team template.

Class schedule

Reports › Class Schedule, from today. Export, and upload it as Class schedule.

Class packs and credits

Reports › Attendance › Visits Remaining. Add the Email column. Export, and upload it as Class packs.

Memberships

Reports › Sales › Memberships. Add the Email column; keep Next Bill and Next Bill Date. Export, and upload it as Memberships. On Hold members come in frozen.

Upcoming bookings

Reports › the upcoming attendance report, dates from today, and the Wait List report. Export each, and upload them as Upcoming bookings.

Gift cards

Reports › Gift Cards. Export, and upload it as Gift cards.

Account balances

Reports › the client account balances report, with the Email column added. Export, and upload it as Account balances. Balances due (below zero) are left out: collect them at the desk.

Purchase history

Reports › All Sales, as far back as you want. Export, and upload it as Purchase history.

Vagaro exports Excel files (.xlsx), not CSV: open each one in Excel or Google Sheets and save it as CSV first. Only the business owner can export the customer list.

Clients

Reports › Customers. Leave the filters empty. Export (bottom right) › Excel, save it as CSV, and upload it as Clients.

Class packs and credits

Reports › Packages. Export › Excel, save as CSV, and upload it as Class packs. Packages name the customer only: import your clients first, so each finds them by name.

Memberships

Reports › Memberships Report, once with Active and once with Paused. Export › Excel, save as CSV, and upload each as Memberships.

Upcoming bookings

Vagaro has no export of upcoming appointments: ask Vagaro support for a CSV of upcoming appointments and classes. Upload it as Upcoming bookings.

Walla exports CSV files with fixed headings, which Klasvo reads as they are. The full export Walla prepares when you leave (paid, 30 days’ notice) holds the same and more.

Clients

Main menu › Contacts › Export (top right). Upload it as Clients.

Class packs and credits

Reports › Active plans. The file holds packs and memberships together. Upload it as Class packs: the memberships in it are left out with a note.

Memberships

Reports › Active plans, the same file. Upload it again as Memberships: the packs in it are left out with a note.

Upcoming bookings

Reports › Upcoming class bookings. Upload it as Upcoming bookings. Walla has no waitlist export.

Gift cards

Walla’s gift cards live in Gift Up!: export the balances there, and upload them as Gift cards.

Account balances

Reports › Account balances (Client Id, Client Name, Balance). Upload it as Account balances. A balance below zero is money owed, and is left out.

Purchase history

Reports › Transaction export, as far back as you want. Upload it as Purchase history.

Every Mariana Tek report: Reports › the category › the report › View › date range › Generate Report › export. Choose a report’s "Local Time" version where there is one: the UTC versions put evening classes on the next day.

Clients

Reports › Marketing › Customers – Summary, with the date range from the day you opened. Export, and upload it as Clients.

Class packs and credits

Reports › Marketing › Outstanding Credits. Export, and upload it as Class packs.

Memberships

Reports › Finance › Membership Recurring Fees Forecast – Details: each member’s next charge date and amount. Export, and upload it as Memberships. Frozen members: Reports › Frozen Memberships – Details, uploaded the same way.

Upcoming bookings

Reports › Utilization › Reservations, dates from today ahead. Export, and upload it as Upcoming bookings. Its Reservation Type column puts waitlisted places on the waitlist here.

Gift cards

Reports › Gift Cards and Account Balances. Export, and upload it as Gift cards.

Account balances

The same report, Gift Cards and Account Balances, has each customer’s account balance. Upload it again as Account balances.

Signed waivers

The Customers – Summary export has a Waiver Signed column: upload it again as Signed waivers. Mariana Tek gives no day, so each is dated the day you import.

Class history

Reports › Utilization › Reservations, past dates. Export, and upload it as Class history.

Purchase history

Reports › Orders – Local Time. Export, and upload it as Purchase history.

Every TeamUp report has a Download button that gives a CSV file. Choose the columns before you download: name, email, and what the report is about.

Clients

Customers › Customer List › Export Filtered List, with no filter. Upload it as Clients.

Team and pay rates

Reports › Events › Instructor Hours and Pay Rates. Put each teacher’s name, email and pay a class in our Team template.

Class schedule

Reports › Events › All Classes & Appointments, from today. Download, and upload it as Class schedule.

Class packs and credits

The same report, for your session-limited memberships (class packs), with sessions remaining and expiration date. Download, and upload it as Class packs.

Memberships

Reports › Memberships › All Customer Memberships, status active and hold. Add the price and renew date columns. Download, and upload it as Memberships. Memberships on hold come in frozen.

Gift cards

Reports › Gift Cards. Download, and upload it as Gift cards.

Signed waivers

Reports › Forms & Documents › Signed Waivers. Download, and upload it as Signed waivers.

Class history

Reports › Events › All Attendances, past dates. Download, and upload it as Class history.

Zen Planner exports from saved reports: Dashboard › Saved Reports › New Report › Edit Report Settings › check the columns › remove the filters › Refresh Report › Export CSV.

Clients

Saved Reports › Members › New Report › People. Check name, email, phone, birth date and status. Export CSV, and upload it as Clients.

Memberships

Saved Reports › Memberships, with payment amount and next payment date. Export CSV, and upload it as Memberships.

Class history

Saved Reports › Attendance, past dates. Export CSV, and upload it as Class history.

PushPress gives a members download and report downloads (CSV or Excel). Its members file has no pack balances or paused status: add those from the reports below, or our template.

Clients

Members › Download Members (right-hand side). Upload it as Clients.

Team and pay rates

The Payroll report (CSV) has every coach’s pay. Put name, email, role and pay a class in our Team template.

Memberships

Reports › Financial › Details › Upcoming Payments › ⋯ › Download Data › CSV, with Advanced Options › Export All Rows. Upload it as Memberships: each member’s next payment is their next billing date here.

Class history

Reports › Engagement › All-Time Check-Ins. Download as CSV, and upload it as Class history.