Migrating from Zen Planner: What Data Transfers

Data That Transfers

Contact Information

• First and last name
• Email addresses
• Phone numbers
• Mailing addresses
• Emergency contacts

Membership & Billing

• Start dates
• Payment history
• Active membership/subscription details
• Billing information (where applicable)

Attendance & History

• Number of sessions attended
• Class attendance history
• Check-in records

Additional Data

• Custom field values (mapped during migration)
• Notes (depending on format)
• Tags/categories

The Migration Process

Step 1: Export from Zen Planner

Log into Zen Planner and export your customer data, attendance/session data, and payment history as CSV.

Step 2: Prepare your data

Review the CSV files, clean up formatting issues, and map columns to Zipper’s import format.

Step 3: Import into Zipper

1. Go to Contacts > Customers > Bulk Customer Creator
2. Upload your customer CSV, map columns to customer fields, and process the import

For subscriptions:

• Use Bulk Subscription Starter for active memberships
• Use Stripe Importer to sync payment methods

Step 4: Verify the import

Spot-check customer profiles, verify payment history, and confirm attendance data transferred.

What May Require Manual Setup

• Recurring class schedules (recreate in Zipper)
• Automated email sequences (set up new automations)
• Product catalog (recreate products in Zipper)
• Website content (use Zipper’s site builder)

Need Help?

Complex migrations may benefit from our support team’s assistance. Contact support if you have large customer databases (10,000+ records), complex data structures, custom field requirements, or specific payment history needs.

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Need a hand?

Email our team at support@joinzipper.com and we'll usually reply within a few hours.

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