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Exporting from Xplor Recreation/PerfectMind

A walk-through on how to get your data out of PerfectMind

Written by David Spark
Updated this week

PerfectMind (operated by Xplor Recreation) offers three paths to export your data. Choose the one that best fits your budget and comfort level.

Option

Cost

What's Included

Who Does It

Timeline

Full Export

$3,000* USD

All data** + financial info (CC & ACH)

Xplor Recreation

Up to 2 weeks

Professional Export

$1,000* USD

All data** excluding financial

Xplor Recreation

Up to 2 weeks

Free
Self-Export

Free

Contact, ranks, notes, and membership data

You

Varies

*Last known cost. Please be sure to confirm current rates with Xplor Recreation.
​​**Please contact PerfectMind for further clarification on what is included in their export.

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(Option #1) Full Export - $3,000 USD

Step 1 - Requesting Your Export

Email PerfectMind's support team at [email protected] and request an export of your database including financials to be sent to Spark at [email protected].

Please allow up to 2 weeks for PerfectMind to respond to your request.


Step 2 - Import into Spark

Once we receive your data we will import it into your Spark account within 2 business days. You will be notified via email upon completion.


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(Option #2) Professional Support Export - $1,000 USD

Step 1 - Requesting Your Export

Email PerfectMind's support team at [email protected] and request an export of your database without financial information to be sent to Spark at [email protected].

Please allow up to 2 weeks for PerfectMind to respond to your request.

Step 2 - Import into Spark

Once we receive your data we will import it into your Spark account within 2 business days. You will be notified via email upon completion.

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(Option #3) Free Self-Export

Step 1 - Creating Your Views

Navigate to the Contact Page in PerfectMind and create a new view for each of the following:

View Name

Required Columns

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

Contacts Info 2

Contact ID, Email, Primary Phone, Secondary Phone, Extra Phone, Secondary Extra Phone, Work Phone, Secondary Work Phone, Secondary Email, Birthday, any other unique contact fields

Contacts Info 3

Contact ID, any unique fields

Membership Info

Contact ID, Membership Member Next Payment Due Date, Membership Member Name, Membership Member Status, Membership Member Detail, Membership Member Expiry Date, Membership Member Each Payment Amount, Membership Member Cancellation Date, Membership Member Activate Date

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

Navigate to More > Other Apps > Attendance > Class Attendance separately
Edit and add column, clicking on popper header that usually says "attendance", Click on Item "Contact" to choose column ContactID from it.

Step 2 - Downloading Your Views

Once you have created all views, scroll to the bottom of each view and export as CSV.

Step 3 - Submitting Your Files

Send all exported files to [email protected] along with your Spark ID found in the top left corner of your Spark software. We will have your data imported within 2 business days.

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Financial Data

Your financial data transfer option depends on which export option you chose:

Full Export ($3,000) - Your financial and card data is included. No further action is needed.

Professional Export ($1,000) or Free Self-Export - Financial data is not included in either of these options. We recommend using Spark's Credit Card Recollection feature to recollect card information from your customers. https://help.sparkmembership.com/en/articles/9859920-credit-card-recollection-feature

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Frequently Asked Questions​

How long does the import into Spark take? Once we receive your files, your data will be imported within 2 business days.

What if some columns are missing in my view? Column names and availability may vary depending on your account configuration. If a column mentioned in the guide is not available, you can skip it. If you're unsure, reach out to us at [email protected] and we'll help you out.

How long does PerfectMind/Xplor Recreation take to respond to my export request? Please allow up to 2 weeks for PerfectMind to respond to your request. We recommend reaching out as early as possible to avoid delays.

What if I'm having trouble creating my views for the free export? Reach out to us at [email protected] and we'll help you through the process.


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