Tagged: sync
45 documents
clear filterVersion 1.26 Enhancements
Version 1.26 introduces automatic syncing of next appointment properties from Cliniko to HubSpot, including date, time, category, and practitioner details, updating whenever appointments are created, modified, canceled, or archived.
CRMConnect: Mindbody → HighLevel
Turnkey bi-directional integration that syncs client profiles, memberships, visits, sales, and 140+ custom fields between Mindbody and HighLevel CRM in real time.
Push ActiveCampaign Contacts ➜ Cliniko Patients
Automatically sync ActiveCampaign contacts to Cliniko patients using a simple tag. Create new patients or update existing records based on email matching, with automatic cleanup and error tracking.
How to Add or Update a Mindbody Client from ActiveCampaign
Push contacts from ActiveCampaign to Mindbody using the updatembo tag — create new clients or update existing ones automatically.
CRMConnect v3.6 – International Phone Number Formatting (Mindbody → HubSpot)
International phone number formatting automatically adds country calling codes to phone numbers synced from Mindbody to HubSpot, storing them in standard E.164 format for validation and reliable country detection.
Version 1.29 Enhancements
New appointment sync range controls, custom HubSpot deal naming from Cliniko data, business display name options, and expanded field mappings including pronouns and appointment notes.
Comprehensive Guide on Handling Orders Without Customer Data Sync in ShopConnect and Mindbody Integration
Orders placed through Shopify without customer data sync are assigned to a placeholder account in Mindbody, requiring manual reassignment to actual customers for accurate records.
Audio and Video tips
Best practices for audio and video equipment setup when teaching fitness classes online, including microphone selection, music mixing, and streaming optimization.
Enhanced Mindbody Sales Processing with Tax Handling Improvements
ShopConnect version 2.9 enhancements for syncing Mindbody sales to Shopify with intelligent tax handling for both tax-inclusive pricing and traditional sales tax models.
Version 1.30 Enhancements
Multi-brand HubSpot organizations can now route synced Cliniko data to specific business units using new integration settings that enable accurate brand-based data assignment.
Features that are not supported in ShopConnect
ShopConnect does not synchronize gift cards between platforms, and refunds require manual processing on both systems. Mindbody packages are not supported but can be replicated using Shopify collections.
Guide to manually syncing Inventory with Mindbody Products with Shopify Products
Manually triggering inventory syncs from Mindbody to Shopify by editing product details, since manual inventory changes don't automatically trigger updates in Shopify.
Latch groups
Synchronization mechanism allowing parent automations to execute multiple child automations in parallel and wait for all of them to complete before continuing processing.
CalendarConnect: Calendly → Mindbody
Turnkey one-way integration that automatically creates Mindbody appointments from Calendly bookings with real-time sync, client profile creation, and custom question mapping.
Guide to manually syncing Mindbody Packages with Shopify Products
Instructions for manually connecting Mindbody package IDs to Shopify products by updating SKU fields and adding package tags for ShopConnect integration.
Handling Customer Data Between Shopify and Mindbody
Explains how customer data syncs between Shopify and Mindbody during order processing, including prerequisites, matching logic, handling missing email addresses, and subscription plan requirements.
CRMConnect: Cliniko → ActiveCampaign
Automates patient data synchronization from Cliniko to ActiveCampaign, including appointments, invoices, and engagement tags, enabling targeted communications and real-time record updates for healthcare practices.
Two-Way Sync
Bidirectional synchronization between systems using specialized triggers and actions that prevent infinite loops by tracking unique row identifiers and mapping data fields between applications.
CRMConnect: Cliniko → HubSpot
Synchronize client information between Cliniko and HubSpot with CRMConnect's turnkey integration solution. Supports patient, contact, appointment, and invoice syncing with practitioner email caching and configurable deal owner assignment.
How to tag products in Shopify to prevent sync during sales sent to Mindbody
Apply the no-sync tag to products in Shopify to exclude them from syncing to Mindbody during checkout and sales transactions.
CRMConnect: Cliniko → Salesforce
Bi-directional sync between Cliniko and Salesforce that syncs client profiles, appointments, visits, memberships, and contracts with matching rules to accurately connect clients across systems.
CRMConnect: Cliniko → Salesforce (cloned)
Bi-directional sync between Cliniko and Salesforce that syncs client profiles, appointments, visits, memberships, and contracts with matching rules to accurately connect clients across systems.
Integrating Mindbody Gift Cards with Shopify Using ShopConnect
Synchronize Mindbody gift card products with Shopify using ShopConnect to enable online sales, then manually issue actual gift cards in Mindbody after purchase confirmation.
CRMConnect: DonorPerfect → HubSpot
Bi-directional sync automation that keeps donor profiles and donation records synchronized between DonorPerfect and HubSpot in real time.
Managing Retail Product Variants and Sync Behavior in ShopConnect
Handling product variants and barcode synchronization in ShopConnect, including managing SKU updates, resolving sync conflicts, and adding variant options to existing retail products.
CRMConnect: Mindbody → ActiveCampaign
Turnkey bi-directional integration that syncs client profiles, 120+ custom fields, memberships, class bookings, appointments, visits, sales pipelines, and marketing automation data between Mindbody and ActiveCampaign — instantly.
CRMConnect: Mindbody → HubSpot
Turnkey bi-directional integration that syncs client profiles, 120+ custom properties, memberships, visits, sales pipelines, and appointment data between Mindbody and HubSpot.
Manually pushing Mindbody orders to Shopify
Manually trigger the transfer of Mindbody orders to Shopify by selecting a date range, filtering by location and sales type, and confirming which orders to sync.
Trigger functionality
Exploration of what initiates automations, covering instant webhooks, polling schedules, datetime controls, and two-way sync triggers that emit data rows for processing.
Two-way sync
Bidirectional automation that mirrors data changes between two systems in both directions, with sync mapping management and dashboard controls.
Manually sync Mindbody services/pricing options to Shopify
Procedures for syncing Mindbody services and pricing options to Shopify either automatically using SKU mapping or manually with variant support, including SKU format requirements and naming constraints.
Mapping the Mindbody Client Home Location to a Shopify Customer Meta Field
ShopConnect automatically syncs Mindbody client home locations to a custom Shopify customer metafield, enabling location-based segmentation and reporting without manual data entry.
CRMConnect: Mindbody → Zoho CRM
Turnkey bi-directional integration that syncs client profiles, appointments, memberships, contracts, purchases, and client services between Mindbody and Zoho CRM with custom object mapping.
Mindbody Pricing Option/Service Discontinuation: Integration with Shopify
Manage discontinued Mindbody pricing options and track their synchronization with Shopify, including product archival across single or multiple locations.
Refreshing Product sync list when using the setting 'Fetch products Sellable Online Only'
Manually queue Mindbody retail products marked as Sell Online for immediate synchronization to your Shopify storefront without waiting for the standard 15-minute sync interval.
Retrying orders from Shopify → Mindbody
Resync failed Shopify orders to Mindbody by applying the retry tag to individual orders or multiple orders at once using the bulk action menu.
MailConnect: DonorPerfect → Mailchimp
Automatic integration syncing donor data from DonorPerfect to Mailchimp for segmented email campaigns and personalized nonprofit fundraising outreach.
ShopConnect Error Alert Reporting
ShopConnect error alerts notify you of sync issues between Mindbody and Shopify with detailed problem descriptions and resolution steps sent to your configured admin email address.
ShopConnect Release Information
ShopConnect enables seamless product and service syncing between Mindbody and Shopify with configurable publishing controls, custom metadata mapping, and improved tax handling for accurate pricing across both platforms.
What is APIANT?
APIANT is an integration platform you drive through Claude Code and the APIANT plugin. Describe the integration in plain English; Claude builds, tests, and ships it.
Sync Products
Sync selected Mindbody retail products to your Shopify store by enabling product filtering and choosing individual items to publish. Control new product publication status as active or draft.
Syncing Mindbody Services with Shopify: Auto Sync and Manual Setup Options
Integrate Mindbody services with Shopify using auto-sync for new services or manual sync for existing products. Configure status settings and manage single or multiple location syncing.
Understanding Triggers and Settings for Product and Pricing Option Updates in ShopConnect
How Mindbody product and pricing option changes trigger Shopify updates in ShopConnect, including sync settings and when changes propagate in each direction.
Update Price for Mindbody Services from Shopify
Synchronize Shopify service prices to Mindbody pricing options automatically every 15 minutes, supporting both individual edits and bulk updates through Shopify's editor.
Using the 'Create New Products in Shopify' Setting
Control whether new Mindbody products are instantly created in Shopify during checkout, bypassing the standard 15-minute sync interval and ensuring immediate availability for sale.