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Requesting Credit Card Info from MBO

When you're ready to move your business from Mindbody Online to Zen Planner, you will need to formally request this data from Mindbody online and pay a fee to them.  At the time this article was updated (3/1/17) There are various fees that MBO will charge please make sure you speak with them on these terms. 

How to Request Your Credit Card Data

To request your clients' encrypted credit card information, send an email to admin@mindbodyonline.com with the following request:

 

"I am writing to request my encrypted credit cards. I'm aware of the $600 fee associated with this. Please send me a CSV file (comma-separated file) via a secure email link at your earliest convenience."
 
  
You can also ask MBO for this over the phone. They have done this many times before so they will know what you're asking for.

Once this email is sent, MBO will send you a followup email that states: "I understand that MINDBODY will consider the date the file is delivered as my 30 day notice of cancellation. Any usage of the MINDBODY site after the file is delivered will not be included in the export file and I will need to manually export any reports required after that date and before the site termination date." 

Please make sure you have exported all the necessary information before you hit that 30 day deadline from the date of request.

Next Steps

After Mindbody provides the secure email link, please proceed to log into Hightail:

1. Download the Data file from Hightail. Please spot check these to make sure your data is readable. Save these files and add your business name to the file name prior to upload.

2. This file must be unencrypted, please do not password protect this file.

3. go to https://ftp.daxko.com and use the username of ZPCCImports with the password of S52UGvQrq6ac7UyP (copy and paste this to insure you are typing the information correctly).

4. Click +Add Files> Start upload.

5. Once the file has been uploaded, please email onboarding@zenplanner.com so we can confirm that we have received the correct information and upload this for you.

Note:  TO MAKE SURE YOUR DATA IS SECURELY TRANSFERRED- DO NOT TRANSMIT THESE FILES IN ANY OTHER MANNER OTHER THAN THE STEPS LISTED ABOVE.

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