In order to ensure a smooth transition from Mindbody (MBO) to Walla, you'll want to follow the steps below to prepare your data for export.
✅ Merge: Merge all duplicate clients
If multiple clients use the same email address and pricing option in Mindbody, they will not be imported into Walla
If there are duplicate clients with different email address, they will be imported individually to Walla
To locate clients sharing a contract or pricing option click here.
✅ Search: Run an advanced client search and look for clients missing their email addresses—and try to fill in as many emails as possible
Clients without an email will not be transferred
✅ Active Pricing: Run your Autopay Detail and Visits Remaining report to see what old pricing might be active
All monthly rates for your auto-pays will need to be created in Walla
✅ Settle Up: Resolve outstanding account balances
This includes account credits and account balances (money owed to the studio)
If the credits and balances are accurate you can choose to migrate these to Walla
✅ Collect: Collect for unpaid classes
Unpaid visits or upcoming reservations will not migration to Walla
If you do not wish to collect past unpaid visits, you can ignore them and they will not migrate over
✅ Check Gift Cards: Run gift card report by prepaid, unassigned and assigned to see all outstanding gift cards
Assigned gift cards will migrate over on the client's account as an account credit
Save your export for future reference for unassigned and prepaid gift cards that are unused
✅ Clean Up: Remove old retail items so a clean report can be exported for Walla to import
To find all retail, run the inventory on hand report
If you prefer to start from scratch, export the inventory on hand report for historical reference
✅ Record Future Cancellations and Suspensions
Run a membership report in MBO to capture a list of clients set to terminate in the future and/or currently suspended.
The schedule cancellation will need to be resubmitted in Walla on their active plan
The suspended membership will not migrate into Walla and the client will need to be resold a new plan upon their return.
We suggest running this again closer to the day of migration
✅ Data Export: Here is a list of the data you will receive from MBO in your data export.
If you wish to retain any additional data, including payroll, business stats, etc. please export these before your MBO subscription terminates