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Adjust and verify account mappings

Article author
Jonathon Plowman-Samson
  • Updated

Summary

Learn how to verify account mappings within MindBridge.


Navigation

Select Data from the sidebar options to go to the engagement's Data page.


Adjust or verify account mappings

  1. Select the analysis name to expand the section, if it is not expanded already.
  2. Find the Account Mapping section and select Verify. If mappings have already been verified, this button will say View.
    You will go to the Account mapping page.
  3. If you want to change an account mapping*, select the appropriate MAC code in the Account type menu.
  4. When you are satisfied with the accuracy of each account, select Done**

*Tip: Excel power users can Export and re-import account mappings with Excel.
**Note: Selecting Done automatically verifies all account mappings. Ensure that every account is properly mapped before proceeding.
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