Sync Client Status and Client Type

When you first connect the AutoSync integration it does not do a full contact sync. It will only sync the contacts that have appointments or classes scheduled in the past 30 days or next 90 days for any synced calendars. If you want all of your Mindbody clients in the CRM you can manually export and import with a CSV. But it is important that you know who are existing Members and who are just Prospects. You can run a command from the browser to sync the Client Status and Client Type, which will populate "⇌ Client Status" and "⇌ Client Type" custom fields in the contact records in the CRM.

Simply paste this command in your browser address window and replace <mindbody site id> with the MBO site id of the location that you want to sync.:

https://autogration.io/api/sync-client-status/<mindbody_site_id>

As long as you have already set up your integration in MBSync and added both the MBO Site ID and the CRM API Key the command will run in the background until it has updated all contacts in Mindbody that are also in the CRM.

Note: Due to API restrictions the command can only process a maximum of 1000 records per location per day. Any additional records will be queued and processed over the following days until they are all complete.