Move from Momence to elastudio

How Momence exports

Momence reports download as spreadsheets from the report you are on. Its help centre documents no customer list or credit balance export, so the Momence API is the surest way to get balances; otherwise add them by hand after the import.

Before you start

In elastudio, go to Settings, Import, choose Momence under I’m coming from… and follow the files in order. Create your passes and memberships in elastudio first, with the same names as in Momence, so members’ passes find them. The platform publishes little about its exports, so your screens may differ: any column we do not recognise, you match yourself.

Only the owner and admins can import, on every plan, including Free.

File 1: Customers

1. Open Customers, Customer list (or a customers report) and download it.
2. Open the file in Excel or Google Sheets and save it as CSV (File, Save as, CSV UTF-8).

File 2: Session bookings

1. Open Reports, pick the bookings or attendance report for the dates you need and download it.
2. Open the file in Excel or Google Sheets and save it as CSV (File, Save as, CSV UTF-8).
3. If the file has no e-mail column, add one (copy it from the members file): bookings, passes and sales find each member by e-mail.
4. Past bookings need their classes: import the past classes first with a Schedule file (date, time, class type, teacher).

File 3: Sales

1. Open Reports, pick the sales or transactions report and download it.
2. Open the file in Excel or Google Sheets and save it as CSV (File, Save as, CSV UTF-8).
3. If the file has no e-mail column, add one (copy it from the members file): bookings, passes and sales find each member by e-mail.

Upload each file

1. In the guide, choose Upload this file next to the file. The page says it is using the Momence template.
2. Check the column matches. The columns the template knows are already matched. Choose a field for any column left on Ignore this column, or leave it ignored.
3. Check Dates in the file. The template sets it, and you can change it to day first, month first or year first.
4. Choose Preview, then Check every row. Nothing is saved yet.
5. Choose Continue to import, then Import now.

Once a file is in, the guide marks it Imported and you move on to the next one. Rows Momence exports that are not real data, such as cancelled visits or unpaid orders, show as left out in the check, never as errors.

If your file looks different

This guide is a best effort. Momence publishes little about its exports, so the menus and column names here may not match your screens.

Nothing blocks the import when a column is not recognised:

• Any column elastudio does not recognise stays on Ignore this column. Match it to an elastudio field yourself, or leave it out.
• Use Save this column match as to keep your matches for the next file of the same kind.
• If the guide does not fit your screens at all, choose Another system or a spreadsheet under I’m coming from… and match every column yourself, as in Import members from a spreadsheet.

Want a better guide for Momence? Send the first row of your file (the column names only, never member data) to support@elastudio.app and we update the template.

What never comes over

Marketing, WhatsApp and SMS consent (members give it again in elastudio), card details, and identity documents.

Note: Momence also has a public API, acting as a staff user (members, their bookings and active packs, sessions, sales); version 2 may need support to switch it on (API documentation). elastudio imports files only; connecting to a platform’s API is not available yet.