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Data connectors: Inviting a client to connect

Article author
Chrissy Bridges
  • Updated

Summary

Data connectors allow you to import all available data needed for an analysis at once.

Inviting a client to connect accelerates the authorization process by creating a connection between a client's financial management system and MindBridge. Engagement teams can complete all data import and associated engagement tasks before fieldwork begins, helping those teams be more efficient.

The secure authorization process ensures data's security and does not require that all engagement team members have access to the financial management system.


Go to the Data page

  1. Select the logo in the MindBridge sidebar.
  2. You will go to the Organizations page.
  3. Select View in line with the desired organization, or click anywhere in the organization row.
    You will go to the Engagements page.
  4. Select View in line with the desired engagement, or click anywhere in the engagement row.
    You will go to the Data page for that particular engagement.

 


Invite a client

  1. Open the Actions menu near the top of the page.
  2. Select Connect data source.
    This will bring you to the Connect data source page.
  3. Select Invite client to connect.
    The Invite clients window appears.
  4. Enter the following information:
    • Email — Your client’s email address. To add additional email addresses, select Add email.
    • Authorization length — How long the client's financial management system will be linked to MindBridge.
  5. When you are satisfied, Send the request.

An email goes out to your client asking them to create a MindBridge account and connect their data source. Your client will see the name of the organization and engagement they’ve been invited to, but will have no access to view any details within MindBridge.

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Configure the data

Note: You will have to perform the following steps for each analysis within your engagement.
  1. Go to the Data page.
  2. Set up the analysis with the appropriate number of prior periods.
  3. Make any necessary changes to the analysis period.
  4. When you are satisfied, select Configure data source.
  5. Select the connected data source.
  6. Use the checkboxes to select the files you want to import.
  7. When you are satisfied, select Sync.
    You will go back to the Data page.
  8. Select Continue to step 1 on each file and complete the import process as usual.
  9. Once the import process is complete, select Start Analysis.

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Note: The column mapping step is pre-mapped by default but will give you an opportunity to review the mappings and add any custom categories you would like.

 


Reconnect a data source

You may need to reconnect to a data source if you are past the authorization period and need to sync more data. A disconnected data source is indicated by a red disconnected label at the top right of the page.

To reconnect a data source:

  1. Open the Actions menu.
  2. Select Manage data source.
    This will take you to the Data Source page.
  3. Select Reconnect in line with the financial management system you want to reconnect to.
    Once the data source is reconnected, the red disconnected label will switch to a green connected label.

To sync data:

  1. Select the more options icon on the analysis.
  2. Select Configure data source.
  3. Select the connected data source.
  4. Select the files you want to sync.
  5. When you are satisfied, select Sync.


Disconnect a data source

Disconnecting a data source gives you control over when you wish to remove a connection to your client's financial management system. Disconnecting will not affect any data that has already been synced but will disable the ability to re-sync or sync new data.

To disconnect a data source:

  1. Open the Actions menu.
  2. Select Manage data source.
    This will take you to the Data Source page.
  3. Select Disconnect in line with the financial management system you would like to disconnect.


Anything else on your mind?

Head over to the community with your thoughts and inquiries! You can also chat with us, or, submit a request for further assistance.


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