PerfectMind has 3 export routes, 2 of which do not include financial data. The first offers a paid ($3000 USD) export which has all of your information, including your customers' financial information, (CC & ACH).
The second paid option ($1000 USD) 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.
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.
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PerfectMind PAID $3000 including financial data Export - Step by Step
Please note it can take PerfectMind up to 2 weeks to respond to this request.
Step 1: Email their support at [email protected] and ask for "an export of my database including financials" to be sent to Spark at [email protected].
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.
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PerfectMind PAID $1000 (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 1: Email their support at [email protected] and ask for "an export of my database without financial information" to be sent to Spark at [email protected].
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.
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PerfectMind Free Self-Export - Step by Step
Step 1: In your PerfectMind software, on the Contact Page, create a new view for each view listed below and include the listed fields :
CONTACTS INFO 1
: Contact ID, Created Date, Type, Quick Note, Full Name Simple, Gender, Mailing Street, Mailing City, Mailing Zip/Post Code, Mailing Country, Mailing State/Prov , Primary Parent/Guardian, Secondary Parent/Guardian
CONTACT INFO 2
: Contact ID, Email, Primary Phone, Secondary Phone, Extra Phone, Secondary Extra Phone, Work Phone, Secondary Work Phone, Email, Secondary Email, Birthday, (Any other unique contact fields)
CONTACT INFO 3
: Contact ID & and (Unique any fields)
MEMBERSHIP INFO
: Contact ID, Membership Member Next Payment Due Date, Membership Member Name, Membership Member Membership Status, Membership Member Membership Detail, Membership Member Expiry Date, Membership Member Each Payment Amount, Membership Member Cancellation Date, Membership Member Activat
NOTES AND RANKS
: Contact ID, Activity Created Date, Activity Activity, Activity Details, Activity Program/Style, Activity Type, Activity Updated From, Activity Updated To Belt Size
Attendance (NOT FOUND ON THE CONTACT VIEWS PAGE)
Go to More > Other Apps > Attendance > Class Attendance
Edit and add column, clicking on popper header that ususally says "attendance", Click on Item "Contact" to choose column ContactID from it.
Step 2: Once you create all views, 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 :).
