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Please note that your first conversion is a free service and is done in order to minimize the amount of data entry required when switching from your current software to MINDBODY. It is not a perfect, seamless process and some records may be dropped during the conversion. This usually happens to a minimal number of records and we can most often let you know how may did not transfer. If you have any questions before or after your conversion, please call us at 1-‐877-‐755-‐4279, or email [email protected]
DharmaTribe Exporting Directions Thank you for your interest in converting your information from DharmaTribe software into MINDBODY! We have successfully converted many clients from DharmaTribe and have typically been able to bring over the following information:
Type of data Description
Client contact information Names, address, phone numbers, emails, etc.
Remaining Sessions John Doe has 3 sessions left in his 10 Pack
Attendance History History of clients past visits
How to Export Your Data: Please note: These instructions may have been updated by DharmaTribe. Please call your DharmaTribe tech support should you have any questions about exporting your data. Student information: 1. Home Screen > Students > Click on “List” in the top right > Once the list loads, go to File>Export Records 2. On the screen for “Specify Field Order for export”, choose “Current Table (contacts)” from the drop down in the upper left. In the section below, click on the “Move all” button to choose all the fields for including on the report. Next, highlight all the fields from the list on the right to remove by clicking on the “Clear” button, except for the essential contact information such as: first name, last name, full name, address, city, state, zip code, phone numbers, email, birthday, and contact_ID. Attendance History: 1. Home screen> Reports > Attendance > Create my own 2. In the “Date” field, enter “> 8/1/200X” to only pull visits greater than that date. To generate the report, hit the Enter key with the cursor in the same field until the report starts to generate. 3. File> Export Records > Choose where to save the file, and choose .XLS as the file type. 4. On the screen for “Specify Field Order for export”, leave the drop down in the upper left as is. In the section below, click on the “Move all” button to choose all the fields for including on the report. Next, highlight these fields from the list on the right to remove: event class::num_students_counted, waitlist and class_type_key.
Please note that your first conversion is a free service and is done in order to minimize the amount of data entry required when switching from your current software to MINDBODY. It is not a perfect, seamless process and some records may be dropped during the conversion. This usually happens to a minimal number of records and we can most often let you know how may did not transfer. If you have any questions before or after your conversion, please call us at 1-‐877-‐755-‐4279, or email [email protected]
Remaining sessions 1. Home screen> Reports > Class Series Sales > Create my own 2. In the “Date” field, enter “> 8/1/2008” to only pull visits greater than that date. To generate the report, hit the Enter key with the cursor in the same field until the report starts to generate. 3. File> Export Records > Choose where to save the file, and choose .XLS as the file type. 4. On the screen for “Specify Field Order for export”, leave the drop down in the upper left as is. In the section below, click on the “Move all” button to choose all the fields for including on the report. Next, highlight these fields from the list on the right to remove: expiration_date_override, is_active, globals::utility_date_a, globals::utility_date_b, series::reporting_category, transaction::location, transaction::Transaction_time Please note: Please call your current software’s technical support should you have any questions with exporting or finding your data.
