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Creating a .XLSX template account grouping for an organization (Full workflow)

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Learn how to make an account grouping template and apply it to a new engagement in MindBridge.

Configuration details

You must be an App Admin to perform this task.

Go to the Admin settings page

  1. Open the MindBridge sidebar from any page within MindBridge.
  2. Select Admin (third option from the bottom).
    You will go to the User management tab on the Admin page.

Create an account grouping template

Step 1: Export and set up the template

  1. Select the Account groupings tab near the top of the page.
    You will see a list view of all the account groupings in your tenant.
  2. Select Create Account Grouping.
    A pop-up window appears.
  3. In the Excel Template section, select Export template.
  4. Open the template and map the internal codes to the most appropriate MAC codes.
    Refer to the MAC code sheet for guidance. The Example Grouping sheet provides an example.
  5. Provide the details requested in the top 3 rows of the template. 
  6. When you are satisfied, save the document.

Step 2: Import the template and verify the mappings

  1. On the Account groupings tab, select Create Account Grouping.
    A pop-up window appears.
  2. Select Excel Template.
  3. Select Next.
  4. On the next screen, enter an account grouping name.
  5. To import the document you saved:
    • Browse your computer, or
    • Drag and drop the file into the window.
  6. Once the file has imported successfully, select Next.
    You will go back to the Account groupings tab.
  7. Verify that the accounts are properly mapped to the appropriate MAC code and that every account has the proper account tags and industry tags.
  8. When you are satisfied, select Publish.
    A pop-up window appears to let you know that changes cannot be made to an account grouping once it is published.
  9. When you are satisfied, Publish the account grouping.
    The new account grouping is available in the Account groupings tab.

Step 3: Create a new library

  1. On the Admin page, go to the Libraries tab.
  2. Select Create library
    A pop-up window appears.
  3. Enter a library name.
    This name will be reflected across MindBridge.
  4. Select a base library.
    New libraries are built from existing libraries, which contain predefined ratios, filters, and control points for your analyses.
    The Analysis types field populates with the analysis types applicable to the library you selected.
    The Industry tags field populates with industry tags based on the library you selected.
  5. Select the account grouping you published in Step 2.
  6. When you are satisfied, select Create library.

Step 4: Apply a library to a new engagement

  1. Select the logo in the MindBridge sidebar.
    You will go to the Organizations page.
  2. Select View in line with the desired organization, or click anywhere in the organization row.
    You will go to the Engagements page.

  3. Select Create engagement.
    You will go to the Create Engagement page.
  4. Use the Library menu to select the library you created.
  5. Fill out the remainder of the page as normal.
    To learn more about this page, review Create an engagement.
  6. When you are satisfied, select Next.
    You will go to the Create Analysis page where you may create a new analysis, or, select Cancel to go back to the Engagement list where you will find your new engagement.

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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