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 useful client data from Mindbody so we can sync it into HighLevel.
Follow all steps carefully to ensure a complete export.
Mindbody Manual Export Instructions for AutoSync
This guide provides step-by-step instructions to export comprehensive client data from Mindbody for import into AutoSync's Full Contact Sync feature.
Overview
To achieve the most complete data sync between Mindbody and HighLevel, you'll need to export five key reports from Mindbody. These reports have been specifically researched to provide maximum field coverage for AutoSync's import capabilities.
Required Reports
You will generate the following five reports in this order:
1. Mailing List Report - Core contact information and client details
2. Memberships Report - Active membership and pricing tier data
3. Visits Remaining Report - Package and visit credit information
4. First Visits Report - Initial visit and engagement data
5. Sales Report - Complete purchase history and lifetime value
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Step 1: Export Mailing List Report
The Mailing List report provides comprehensive client contact information and basic client details.
Instructions:
1. Log into your Mindbody business account as an administrator
2. Navigate to Reports (top menu)
3. Select Clients from the left sidebar
4. Choose Mailing List from the available reports
5. Important: Set the filter to "Mailing Lists" (not "All Clients")
6. Configure additional settings:
- Status: Include both Active and Inactive clients
- Home Studio: Select "All Locations" (if you have multiple locations)
- Sort By: Client Name
7. Click Generate to preview the results
8. Once the report loads, click Export to Excel to download the CSV file
Data Available from This Report:
⇌ MindBody ID
⇌ First Name
⇌ Last Name
⇌ Mobile Phone
⇌ Home Phone
⇌ Workphone
Complete address (*⇌ Address*, ⇌ City, ⇌ State, ⇌ Postal Code, ⇌ Country)
⇌ Home Studio (derived by AutoSync)
⇌ Home Studio Address (derived by AutoSync)
⇌ Link (derived by AutoSync)
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Step 2: Export Memberships Report
The Memberships report captures current membership tiers and pricing information.
Instructions:
1. From Reports > Clients, select Memberships
2. Configure the report settings:
- Date Range: Current date or "All Time" for historical memberships
- Location: All Locations
- Membership Type: All Types
- Status: Include Active, Inactive, and Expired memberships
3. Click Generate Report
4. Export by clicking Export to Excel
Data Available from This Report:
⇌ Mindbody ID
⇌ Full Name
⇌ Mobile Phone
⇌ Home Phone
⇌ Workphone
⇌ Home Studio (derived by AutoSync)
⇌ Home Studio Address (derived by AutoSync)
⇌ Link (derived by AutoSync)
⇌ Lifetime Value
⇌ Pricing Option
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Step 3: Export Visits Remaining Report
This report provides detailed information about package visits and remaining credits.
Instructions:
1. Navigate to Reports > Clients
2. Select Visits Remaining
3. Critical Setting: Uncheck the filter "Show consolidated records"
4. Configure parameters:
- Location: All Locations
- Package Type: All Types
- Status: All Statuses
5. Click Generate Report
6. Export the results by clicking Export to Excel
Unique Data Available from This Report:
⇌ Next Visit Date
⇌ Last Visit Date
⇌ Pricing Option
⇌ Pricing Start Date
⇌ Pricing End Date
⇌ Pricing Duration (derived by AutoSync)
⇌ Pricing Visits Available
⇌ Pricing Remaining Visits
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Step 4: Export First Visits Report
The First Visits report captures initial client engagement and visit patterns.
Instructions:
1. From Reports > Clients, select First Visits
2. Set the report parameters:
- Date Range: "All Time" to capture all historical first visits
- Location: All Locations
- Service Category: All Categories
3. Click Generate Report
4. Export by clicking Export to Excel
Unique Data Available from This Report:
⇌ Start Date
⇌ Referral Type
⇌ First Visit Date
⇌ Visit Total
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Step 5: Export Sales Report
The Sales report provides comprehensive purchase history and financial data.
Instructions:
1. From Reports > Clients, select Sales
2. Configure the report filters:
- Date Range: Select "All Time" for complete purchase history
- Location: All Locations
- Client Home Studio: All Locations
- Payment Method: All Methods
- Revenue Category: All Categories
3. Click Generate Report
4. Once generated, click Export to Excel
Unique Data Available from This Report:
- Complete purchase history with dates
⇌ Last Purchase
⇌ Last Purchase Value
⇌ Last Purchase Date
⇌ Lifetime Value
⇌ Combined Purchase Total
⇌ Product Purchase Total
⇌ Service Purchase Total
⇌ Contract Purchase Total
⇌ Contract Name
⇌ Contract End Date
Note: This report provides individual purchases rather than totals per client, so the file may be large. AutoSync will process and aggregate this data during import.
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Step 6: Upload to AutoSync
After generating and downloading all five CSV files:
1. Go to [https://autosync.io/](https://autosync.io/)
2. Log into your AutoSync account
3. Click the Full Contact Sync button
4. Follow the on-screen instructions for manual upload
5. Upload all five CSV files when prompted:
- Mailing List Report CSV
- Memberships Report CSV
- Visits Remaining Report CSV
- First Visits Report CSV
- Sales Report CSV
Data Coverage Summary
These five reports will populate the majority of AutoSync fields including:
✅ Complete Contact Information: ⇌ First Name, ⇌ Last Name, ⇌ Email, ⇌ Mobile Phone, ⇌ Address, demographics
✅ Client Management Data: ⇌ Client Status, ⇌ Home Studio, ⇌ Referral Type, ⇌ Emergency Contact details
✅ Membership Information: ⇌ Pricing Option, ⇌ Pricing Start Date, ⇌ Pricing End Date
✅ Visit Data: ⇌ First Visit Date, ⇌ Pricing Remaining Visits, visit totals and patterns
✅ Financial Data: ⇌ Lifetime Value, ⇌ Last Purchase Value, ⇌ Combined Purchase Total
✅ Package & Contract Data: ⇌ Contract Name, ⇌ Contract End Date, ⇌ Pricing Visits Available
Important Export Settings
- Mailing List: Use "Mailing Lists" filter (not "All Clients")
- Visits Remaining: Uncheck "Show consolidated records" for detailed data
- Date Ranges: Use "All Time" for most comprehensive historical data
- File Format: Always export as CSV format
- Permissions: Ensure administrator access to all report types
Troubleshooting
Report Not Found: Use the search function within Reports > Clients section
Large File Size: The Sales report may be very large due to individual transaction records - this is expected
Export Timeout: For very large datasets, try smaller date ranges and export multiple files
Missing Visits Remaining Data: Ensure "Show consolidated records" is unchecked
Incomplete Sales Data: Verify date range covers your entire business history
Data Privacy Note
These exports contain comprehensive sensitive client information. Handle all exported files securely and delete them after successful upload to AutoSync.
Support
If you encounter any issues with these export procedures or need assistance with the AutoSync upload process, contact AutoSync support through the Help & Support menu in your AutoSync dashboard.
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Need Help?
If you need assistance, contact support using the Help & Support menu in AutoSync