MINDBODY Online Connector
Intro
MINDBODY's provides management software for wellness services and fitness organizations. Use the MINDBODY Online Connector to get data about classes, clients, payments and more. To learn more about the MINDBODY API, visit their page (https://developers.mindbodyonline.com/).
You connect to your MINDBODY account in the Data Center. This topic discusses the fields and menus that are specific to the MINDBODY connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.
Prerequisites
To connect to your MINDBODY account and create a DataSet, you must have the following:
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A MINDBODY source name
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A MINDBODY source key
You can find these items in the Account section of the MINDBODY API portal.
Connecting to Your MINDBODY Account
This section enumerates the options in the Credentials and Details panes in the MINDBODY Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.
Credentials Pane
This pane contains fields for entering credentials to connect to your MINDBODY account. The following table describes what is needed for each field:
Field |
Description |
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Source Name | Enter your MINDBODY source name as found in the Account section of the MINDBODY API portal. |
Source Key | Enter your MINDBODY source key as found in the Account section of the MINDBODY API portal. |
Once you have entered valid MINDBODY credentials, you can use the same account any time you go to create a new MINDBODY DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.
Details Pane
This pane contains a primary Reports menu, along with various other menus which may or may not appear depending on the report type you select.
Menu |
Description |
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Report |
Select the MINDBODY report you want to run. The following reports are available:
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Sites Selection |
Select whether you want to pull data for all sites or specified sites. |
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Sites |
Check the boxes for all sites you want to pull data for. |
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Client ID |
Enter the ID of the client you want to retrieve information for. |
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Schedule Type |
Select the schedule type you want to retrieve information for. |
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Programs |
Check the boxes for all programs you want to pull data for. |
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Session Types |
Check the boxes for all session types you want to pull data for. |
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Duration |
Select whether you want to pull data for a specific date or a date range. |
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Report Date |
Select whether the report data is for a specific date or for a relative number of days back from today. |
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Select Specific Date |
Select the date for the report. |
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Days Back |
Enter the number of past days that should appear in the report. |
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Start Date |
Specify whether the first date in your date range is a specific or relative date. You select the last date in your range in End Date. |
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End Date |
Specify whether the second date in your date range is a specific or relative date. You select the first date in your range in Start Date. |
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Select Specific Start Date |
Select the first date in your date range. |
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Select Specific End Date |
Select the second date in your date range. |
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Days Back to Start From |
Enter the number of the farthest day back that should be represented in the report. Combine with Days Back to End At to create a range of represented days. For example, if you entered 10 for Days Back to Start From and 5 for Days Back to End At, the report would contain data for 10 days ago up until 5 days ago. |
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Days Back to End At |
Enter the number of the most recent day back that should be represented in the report. Combine with Days Back to Start From to create a range of represented days. For example, if you entered 10 for Days Back to Start From and 5 for Days Back to End At, the report would contain data for 10 days ago up until 5 days ago. |
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Hide Cancelled Classes |
Select True if you do not want cancelled classes to appear in your report. To show all classes regardless of cancellation, select False. |
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Scheduling Window |
Select True to show a scheduling window in your report; otherwise select False. |
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Class ID |
Enter the ID of the class you want to retrieve information for. |
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Choice of User Credentials |
Select a user credentials option. To use the credentials you entered to connect to MINDBODY in Domo, select the second option. To use a different set of credentials, select the first option. |
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User's Username |
Enter the username of the user you want to retrieve information for. |
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User's Password |
Enter the password of the user you want to retrieve information for. |
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Search Text (Optional) |
Enter a search term to filter by. |
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Show Active Only |
Select True if you want only active services to appear in your report. To show all services regardless of status, select False. |
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Functions |
Select all functions you want to retrieve data for. |
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Number of Date Parameters |
Select the number of required date parameters. |
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Aggregation Period |
Select whether you want to aggregate data by day or retrieve data from the entire date range at once. The first option is recommended only if your function normally aggregates over the entire date range but you want a daily date grain. Otherwise select the second option. |
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Sell Online |
Select True if you want Sell Online packages to appear in your report; otherwise select False. |
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Online Only |
Select True if you want to show only online programs in your report. To show all programs, select False. |
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Staff Filters |
Enter a comma-separated list of filter keywords you want to filter your staff report by. For example: StaffViewable,AppointmentInstructor |
Other Panes
For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.