AutoSync Knowledge Base

Manual Export for Full Sync (Mindbody)

Complete data export to enable the fastest and most complete sync possible

Purpose: This guide walks you through exporting your client list, memberships, purchase history, visit counts, and lifetime value from Mindbody so we can sync it into HighLevel.

Follow all steps carefully to ensure a complete export.

Step 1: Export Client List

  1. Log into your Mindbody Admin Account.

  2. Navigate to the Reports Tab:

    • Classic Mindbody: Click Reports in the top menu.

    • New Experience: Click Dashboard > Reports.

  3. Search for "Client List" and open the report.

  4. Set Filters:

    • Status: All Clients

    • Home Studio: All Locations

  5. Select Fields:

    • Include Email, Phone Number, Birthday, Home Studio, etc.

  6. Click "Generate" and then Export as CSV.

(Insert Screenshot: Navigate to Reports and Search 'Client List')

Step 2: Export Memberships and Contracts

  1. Go back to Reports.

  2. Search for "Membership Report" and open it.

  3. Set Filters:

    • Status: All Memberships (Active, Inactive, Canceled)

  4. Click "Generate" and then Export as CSV.

(Insert Screenshot: Select Membership Report and Export)

Step 3: Export Purchase History

  1. Return to Reports.

  2. Search for "Sales by Client".

  3. Set Filters:

    • Date Range: All Time

    • Client Status: All Clients

    • Transaction Type: All

  4. Click "Generate" and Export to CSV.

(Insert Screenshot: Sales by Client Report Filter Settings)

Step 4: Export Visit History

  1. Go back to Reports.

  2. Search for "Client Visits" or "Attendance with Revenue".

  3. Set Filters:

    • Date Range: All Time

  4. Click "Generate" and Export to CSV.

(Insert Screenshot: Attendance Report Example)

Final Step: Send Us These Files

You should now have these 4 CSV files:

File

Purpose

Client List

Contact Info

Membership Report

Memberships, Contracts, Active Trials

Sales by Client

Purchase History & Lifetime Value

Client Visits/Attendance

Number of Visits

Please send all CSV files together for a complete contact sync.

Troubleshooting Tips

  • If you don't see a report, use the search bar.

  • Always select "All Time" when setting date ranges.

  • Make sure to Export as CSV (not Excel or PDF).

  • Log in as an Admin with full permissions.

Need Help?

If you need assistance, contact support using the Help & Support menu in AutoSync

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