PieSync Help Center

Explore our help center for quick answers

Mindbody

Aron Gosselin

GETTING STARTED GUIDE: How to set up a new connection? 

ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics. 

Mindbody software provides everything you need to bring your long-term vision to life. It starts simple: you organize your day and welcome new clients. Clients arrive at your business and you check them in. Below you'll find more detailed information, specifically for Mindbody integrations:

Video

This video shows an example of syncing Mindbody with HubSpot.

Supported Mindbody Integrations

Authorizing Mindbody

Before continuing, note that only the owner of the Mindbody account should be syncing the data. Otherwise this could lead to unexpected behavior.

If you are the Mindbody owner, we need the following data to connect your account: Site ID, username and password. You can find your Site ID as described on this support page.

Screen Shot 2020-05-29 at 13.12.17

Now we require you to grant PieSync access to your Site's data. This can be done by logging in as the Mindbody owner and going to your API integrations page.

  1. The link above will redirect you to a sign in page.
  2. Using your owner credentials to sign in will result in an error (the email or password you entered is incorrect).
  3. Only after clicking the "Go to staff sign-in" link, which will appear after the first sign in attemp, you'll be able to log in successfully.

Screen Shot 2020-07-03 at 08 39 19

If you have not yet granted PieSync access before, Mindbody will require an activation code. Follow the steps and you will receive an Activation Code. Copy/paste this code into the 'Activation Code' box as shown on the below screenshot and click 'Retry' in the PieSync popup.

mindbody-activation code-8d631d07eb8baac08f48b9d8464aaee7a3586c403516053784cacf82156459d7

If you already authorized Mindbody in the past, you'll be able to skip this step and choose from your CONNECTED ACCOUNTS.

Screen Shot 2020-05-29 at 13.26.35

[IF] Supported Conditions/Filters 

You can sync one AUDIENCE per connection - PieSync needs you to authorize each Mailchimp AUDIENCE separately

  • has Client Index…
  • Rep 1…
  • Sales Reps…
  • Member Status…
  • Account management - Email (Subscription)…
  • News and promos - Email (Subscription)…
  • News and promos - Text (Subscription)…
  • Account management - Text (Subscription)…
  • Reminders and schedule changes - Email (Subscription)…
  • Reminders and schedule changes - Text (Subscription)…
  • Prospect…
  • Prospect Stage…
  • Referral Type…
  • becomes Inactive
  • does not have Client Index…
  • Default field values
  • Custom field values
  • Already existing in the app you sync with

Screen Shot 2020-05-29 at 13.22.16

[THEN] Supported Actions

  • set Client Index…
  • update Rep 1…
  • update Account management - Email (Subscription)…
  • update News and promos - Email (Subscription)…
  • update News and promos - Text (Subscription)…
  • update Reminders and schedule changes - Email (Subscription)…
  • update Reminders and schedule changes - Text (Subscription)…
  • update Account management - Text (Subscription)…
  • update Referral Type…
  • update Prospect…
  • Update default fields
  • Update custom fields

Screen Shot 2020-05-29 at 13.22.39

Default Field Mapping 

Two fields that are kept in sync by PieSync, without explicitly requiring the user to choose them. These are built-in mappings between standard fields that exist in both applications you are keeping in sync, usually fields such as name, phone or email address. Below you can see an example of Mindbody and HubSpot.

Rich, pre-set, default mappings for nearly 20.000 possible combinations of apps. It's one of PieSync's most powerful features.

Screen Shot 2020-05-29 at 13.38.25

You have the ability to disable default mappings and reuse them in the custom mappings section.

Customizable Field Mapping 

You are able to customize the default field mappings and you are also able to add your own field mappings. Any user-created mapping is also often referred to as the "Custom (Field) Mapping".

More information on Customizable Field Mapping here

Screen Shot 2020-05-29 at 13.43.26

Combined Shape

Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - support@piesync.com. Don't forget to read our blog for the latest in productivity, apps, and technology!

On this page