Switch from Mindbody to Nexa

Where the Mindbody export lives, what imports into Nexa by file, and what you re-enter once.
$79/month → $279 once.

Bottom Line

Mindbody at $79/month costs $2,844 over 3 years at today's price. Nexa is $279 once — $2,565 less over that period. Your Mindbody client list and your bank history import into Nexa by file. Services and the invoices still open you re-enter once; past invoices and job history stay in your Mindbody export. Keep Mindbody running until Nexa checks out — and Nexa has a 30-day money-back guarantee.

What Moves from Mindbody

Imports by file

✓ Clients and leads → CRM
✓ Services and price list → Settings
✓ Jobs → Settings
✓ Open invoices → Settings
✓ Open tasks → Settings
✓ Time entries → Settings
✓ Expenses → Expenses
✓ Bank and card transactions → Banking
✓ Personal contacts → Contacts
✓ Calendar events → Schedule

You re-enter once

⚠ Recurring work
⚠ Online booking

Stays in Mindbody

✗ Waivers and contracts (re-sign required)
✗ Integrated scheduling widgets
✗ Class schedules and waitlists
✗ Branded app configurations
✗ Past invoices and payment history
✗ Job history, notes and photos

Client addresses don't import into the client record yet — they come across in the Notes column. The full list, with templates, is on Bring your data.

Step 1: Export from Mindbody

Get your files out before you change anything. In Mindbody the export lives at Manager Tools → Reports → Client Reports → Export (CSV, Excel). Menu names change between versions — if the path doesn't match, search Mindbody's help for "export". Excel (.xlsx) files import as they are; an old .xls file, save as .xlsx or CSV first.

Watch for: Class/appointment history exports separately. Waivers may not export. Membership billing history is complex.

1

Export Client List · 5 minutes

Manager Tools → Reports → Client Reports → Client Contact List. Select all clients, export to CSV.

⚠ Mindbody has multiple client report types — 'Client Contact List' is most comprehensive

2

Export Appointment History · 5 minutes

Reports → Appointment Reports → Appointment Detail. Set date range and export.

⚠ May need to run separately for classes vs appointments

3

Document Active Memberships · 15-30 minutes

Reports → Membership Reports → Active Memberships. Export or screenshot each active member's billing details.

⚠ Membership billing will need manual recreation — no clean export of recurring billing schedules

4

Download/Screenshot Waivers · 10 minutes

Waivers in Mindbody may not export. Screenshot your waiver template text for recreation in Nexa.

⚠ You'll need clients to re-sign waivers in your new system

Exports from Mindbody, but check it: Purchase history (complex formatting); Client notes; Membership details (manual capture needed).

Step 2: Import into Nexa

Each import reads your file, matches the columns by their names, and skips anything you already have — so a second try never makes doubles.

1

Import your Mindbody client list

CRM → Tools menu → Import CSV, or Settings → System → Import from another tool, then choose the client file (CSV or Excel) you exported from Mindbody. Columns are matched by header name, in English or Spanish, so Company, Customer Name, E-mail, Mobile, Empresa or Correo work as they are. Separate First Name and Last Name columns are joined into one contact name, and Street, City, State and ZIP columns into the client’s address. Status words from other tools (Active, Archived, Proposal) are matched to Nexa’s stages. Nexa needs a Business or a Contact column; it also reads Email, Phone, Address, City, State, ZIP, Status, Type, Tags, Source, Notes. Rows that match an existing client by business name, email or phone are skipped, so re-importing is safe.

Client template ↓

2

Import your bank and card history

Banking → Import CSV / OFX. Download a CSV, OFX or QFX from your bank. Downloads from Chase, Bank of America, Wells Fargo, Capital One, Discover, American Express, Citi, BBVA México, Banorte and Santander México are recognized as they come. This brings the money side of your history across, whatever Mindbody kept. Banking can also connect to your bank directly.

Bank template ↓

3

Bring your calendar

If your appointments also live in Google Calendar, Outlook or Apple Calendar, export that calendar as .ics and use Schedule → Import iCal. Upcoming jobs that only exist in Mindbody you add by hand (next step).

4

Re-enter what is still open

Recurring work: Jobs import one at a time. Open the ones that repeat and set how often. Online booking: Imported services start off your booking page. Turn Bookable on for the ones clients can book themselves.

Your First Week Checklist

Keep Mindbody active as a backup until everything here is checked off.

Export clients and invoices from Mindbody, and download your bank history
Import clients into Nexa CRM and check a few records against Mindbody
Import your bank history into Banking
Re-enter your main services
Re-create the invoices that are still unpaid
Run new work through Nexa for a week while Mindbody stays open
Download a final backup from Mindbody, then cancel

The Math on Switching

Mindbody at $79/month costs $948 a year at today's price. Over 3 years: $2,844. Nexa is $279 once. The break-even point is 4 months; after that, what Mindbody would have charged stays with you.

Common Questions About Switching from Mindbody

Can I import my invoices?

Yes, the open ones. Export your unpaid invoices as a CSV and import them under Settings → System → Import from another tool. Each comes in with its number, client, due date and what is still owed; paid and void invoices are left out. Keep the export of past invoices as your record.

Do I lose my client addresses?

No. An Address or Street column, plus City, State and ZIP when your export splits them, comes in as the client’s address.

What if I import the same file twice?

Nothing doubles. Clients that match by business name, email or phone are skipped; so are expenses with the same vendor, amount and date, invoices with the same number, and jobs and tasks with the same title and date. Services with the same name get the new price.

How long does it take?

The exports are the slow part — a few minutes each. Each import takes seconds.

Can I keep my old tool running while I try it?

Yes, and you should. Cancel only once your clients and numbers check out in Nexa.

Get Nexa — $279 Once

30-day money-back guarantee. Export from Mindbody first, then decide.

· Import list read from the Nexa app · Mindbody price: cheapest plan that does the core job

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