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How to Connect MindBody to Bookkeep

MindBody integrates with Bookkeep to post daily sales summaries automatically. Follow these steps to connect MindBody to Bookkeep:

Step-by-Step Setup Process​

Step 1: Locate Your Site ID​

First, you will need to locate your Site ID. Please see this MindBody article for instructions. Commonly, it can be found at the bottom right of the MindBody dashboard.

MindBody Site ID instructions

Step 2: Enter Site ID in Bookkeep​

After locating and copying the Site ID, enter it into Bookkeep.

Bookkeep connect form

Step 3: Log into MindBody​

You have two options to connect. First, log into MindBody with an owner-level login.

Step 4: Activate Connection​

Once logged into MindBody, you can either click the "Click to activate" button in Bookkeep, which will complete the connection.

If you click the "Click to activate" button and are not logged in with owner credentials, you will see the following screen:

Need owner credentials view

Step 5: Copy Activation Code​

Otherwise, you can copy the activation code from Bookkeep and enter it into MindBody.

Please see this MindBody article which explains where to enter the activation code within MindBody.

Step 6: Enter Activation Code​

If you proceed with copying the activation code, do the following:

1. Log in to your MindBody software using the owner account.​

2. Go to Home > Manager Tools as shown below:​

MindBody manager tools

3. Select API Integrations at the bottom right, under MindBody Add-Ons.​

note

If you do not see the API Integrations page, it's likely you are not logged in with the owner account. Below you will see we are missing API integrations and cannot proceed since we are not logged into the owner account.

API Integrations missing

Below you can see API integrations under MindBody Add-ons:

API Integrations Found

The screen below shows where you can enter the Activation code:

Enter Activation Code

4. Enter the activation code provided by Bookkeep.​

5. Click "Submit." You'll see the "Activation successful!" message.​

Step 7: Confirm Connection​

Once you have entered the code, you will see "bookkeepcomInc" listed:

bookkeepcomInc list

Now, you can complete the account mapping if you have connected an accounting platform.

If you have any questions, please contact support@bookkeep.com.