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Adjusting and Verifying Your Account Mappings

Article author
Jonathon Plowman-Samson
  • Updated

Summary

The article guides about how to verify your account mappings. 


Navigation

To perform this task, you will need to navigate to your engagement’s Data page.  


Procedure

From your engagement’s Data page, select an analysis to view and adjust its account mappings.

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Click Verify in the Account mapping section. 

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To change an account mapping, select the appropriate MAC code in the Account Type drop-down menu.

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Adjust your account mappings, verify their accuracy, then click Done in the lower-right corner. 

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NOTE: Clicking Done will verify all the account mappings. Ensure that every account is properly mapped before clicking.

If you are an Excel power user, you can Export & Re-Import Your Account Mappings using Excel.


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