Data export guide

How to export your data from Mangomint

Mangomint exports the client list and sales as CSV, many reports as Excel, and every form a client has signed as a zip of PDFs. Its Platform Terms give you at least 30 days after a termination notice. Export before you send it.1

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Clients, appointments and reports from Mangomint saved to an export file
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What you can export from Mangomint yourself

From Mangomint’s own help documentation, with sources at the foot of the page. Menu names change; if a path below no longer matches, Mangomint support can point you to the current one.

Client list

Clients app > Options, adjust the filters, then Download for a CSV that includes total spend. It works on desktop only, not in the mobile app, and staff permissions decide who can do it.

Sales and transactions

Admin users can export the sales list and the transactions list as CSV from the Sales app via Options > Download.

Every form a client signed

Client details > “…” > Export All Forms downloads a zip of PDFs of all that client’s submissions, including staff-submitted forms. Admin only. Single images in a submission download individually.

Gift cards, packages and memberships

The Gift Card Balances and Package Sales Details reports download as Excel. Membership reports cover payments, service usage, starts and cancellations.

Inventory

Product Inventory shows stock at the end of a chosen day; the Product Stock & Usage Excel adds SKU and purchase cost per unit.

Cancelled appointments

The Appointment Cancellations report’s Excel download adds client email, service, price, appointment notes and who cancelled.

What is not documented and needs asking

Mangomint does not publicly document these. Ask support in writing, while your account is still active, and keep the reply.

Services list and product catalog

Exporting the service menu, or the product catalog beyond the inventory reports, is not described in Mangomint’s Learning Center.

All past and upcoming appointments

Only the cancellations report and per-client printouts of upcoming appointments are described, not one file of every booking.

Notes and photos in bulk

Timeline notes print one at a time. A bulk export of notes or photos across all clients is not described.

What a “full export” from Mangomint includes

Mangomint’s marketing page promises a full export if you leave. Its Platform Terms say export help is at its sole discretion and may cost extra. Ask for the format and timeline in writing.

Leaving Mangomint: the steps, in order

  1. 1

    Make sure the Account Owner is involved

    Under the Platform Terms, only the Account Owner can direct the export of account data, and the exports themselves need an Admin on desktop.

  2. 2

    Download clients, sales and transactions

    Export the client list, sales list and transactions list as CSV.

  3. 3

    Download the reports as Excel

    Gift Card Balances, Package Sales Details, Product Inventory, Product Stock & Usage and Appointment Cancellations: the Excel versions add columns the on-screen reports do not show.

  4. 4

    Export forms for every active client

    Run Export All Forms client by client and keep the zips in one folder per client. Print timeline notes you need to keep.

  5. 5

    Request the full export in writing

    Ask Mangomint for the full export its marketing page describes (what it includes, the format and any fee), and keep the reply.

  6. 6

    Then give notice

    The terms keep your data available for at least 30 days after a termination notice, say Mangomint has no obligation to keep backups after that, and archive within six months of cancellation.

🔗

You may not need to move everything. Workee can run alongside Mangomint.

Workee puts booking on your own website and passes each appointment to the calendar you already run. It adds Jenny, an AI front desk that confirms each booking, follows up after visits to rebook, recovers abandoned bookings and wins back clients who have gone quiet, by text and email. It also gives you lead forms on your website, where Jenny answers questions, qualifies each new lead and books a time, plus email and SMS campaigns, Google review requests, holiday offers and a weekly report on what Jenny did. If you do move fully, Workee has its own calendar, payments (deposits, no-show fees and cards on file) and client records, and imports your client list from a spreadsheet.

See Workee vs Mangomint

Related reading

Exporting from Mangomint: common questions

Book a Workee demo

Moving off a platform?
Talk it through with us.

Sources

  1. Mangomint — Platform Terms. Accessed 18 October 2026.
  2. Mangomint — Navigating the client list. Accessed 18 October 2026.
  3. Mangomint — Navigating and filtering the sales page. Accessed 18 October 2026.
  4. Mangomint — FAQ: Reports. Accessed 18 October 2026.
  5. Mangomint — Exporting a client’s form submissions. Accessed 18 October 2026.
  6. Mangomint — Gift card reports. Accessed 18 October 2026.
  7. Mangomint — Inventory reports. Accessed 18 October 2026.
  8. Mangomint — Packages reports. Accessed 18 October 2026.
  9. Mangomint — Why Mangomint. Accessed 18 October 2026.
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