Conversions
Software Conversions
If you are using software from one of our competitors, we may be able to carry over data from your old system (such as client data and class cards/packages with sessions remaining). To do this, be sure you have the data in one of the formats listed below in step 3.
1. Purchase Your MINDBODY Software
You must purchase your MINDBODY Software before the conversions process can begin. If you need help, please contact us or click here or learn more about MINDBODY business management software.
2. Complete Your Software Setup
To start your conversion, you must have the fundamental set up and structure of your site complete, and an understanding of your MINDBODY system. Therefore, the prerequisite is that you complete your software setup (we suggest booking your conversion after you’ve completed your Software Setup Training session).
3. Send Us Your Data
You will need to export your data and send it to us. To expedite your conversion, please send us your data in one of the following formats. Get more information on how to export your data.
- Excel Spreadsheet (.xls)
- Comma Delimited File (.csv)
- Text File (.txt) (tab delimited)
- Access Database (.mdb)
- SQL Server Backup (.bak)
4. Pre-Conversion Consultation
During your pre-conversion consultation, we walk through and review your data together. No two conversions are alike, so we will be sure to review the specific details of your import and make any necesssary clarifications. Depending on the complexity of your import and the data provided, this may take a few rounds of communication. During this consultation, we will also determine and schedule a conversion date.
5. Re-Submit Time Sensitive Data
If we are working with time sensitive data, such a sessions remaining, visit history, account balances, etc., then you will need to re-send us your data so that we can import your most current information
6. Complete Conversion
Your conversion will be completed on the day that it is scheduled. Once complete, we will send you a summary of your import by email.
