PerfectMind has 3 export routes, 2 of which do not include financial data. The first offers a paid ($500 USD) export which has all of your information, including your customers' financial information, (CC & ACH).
The second would requesting their team to export the data on your behalf which is done by their Professional Services team and will be billed based on the time spent to complete the task, but doesn't include financial data. We're unsure but we think this may be a $150 fee
And the 3rd and final, free option, would be manually exporting using their reports, which of course, also excludes the financial information and loses the most data unfortunately.
What is included in the export from PerfectMind? :
If your data is exported by PerfectMind, what will be included in your export will be : Your contacts and their info, Ranks, Memberships, Attendance.
If you self-export (option 3), your export will be : Your contacts data and minimum membership info.
*Please contact PerfectMind for further clarification on what is included in their export.
PerfectMind PAID $500 including financial data Export - Step by Step
Please note it can take PerfectMind up to 2 weeks to respond to this request.
Step 2: We will import the data into your Spark account within 2 business days from when we receive it. You will be notified via email upon completion.
PerfectMind PAID excluding financial data Export - Step by Step
Please note it can take PerfectMind up to 2 weeks to respond to this request and the price can vary.
Step 2: We will import the data into your Spark account within 3-5 business days from when we receive it. You will be notified via email upon completion.
PerfectMind Free Self-Export - Step by Step
Step 1: In your PerfectMind software, on the Contact Page, create a new view for export and include the listed fields :
Contact ID - Created Date - Email - Primary Phone - Quick Note - Type - Mailing Street - Mailing City - Mailing Zip/Post Code - Membership Member Expiry Date - Membership Member Name - Membership Member Next Payment Due Date - Membership Member Membership Status - Full Name Simple - Membership Member Activation Date
Step 2: Once you create this list, scroll to the bottom of the view and export as shown.
Step 3: With your exported contacts, please email them to [email protected].
Please be sure to include your Spark ID at the top left of your Spark Software for quick identification :).