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Import a customer list

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Summary

Learn how to import a customer list into an accounts receivable analysis.


Go to the Data page

  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 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.

Tip: If you are already in an analysis, simply use the sidebar to go to the Data page.


Select files to import

MindBridge supports 4 ways to select and import files with the Data page.

Drag and drop

  1. On the Data page, drag and drop the file from your computer into the appropriate period of the Customer List row.
  2. Once the file has loaded, select Continue import.
    You will go to the first step in the import process.

Browse your computer

  1. On the Data page, select Browse... in the appropriate period of the Customer List row.
  2. Select Browse your computer from the menu.
  3. Select the file you wish to use and Open it.
    The file imports into your analysis.
  4. Once the file has loaded, select Continue import.
    You will go to the first step in the import process.

Browse file manager

  1. On the Data page, select Browse... in the appropriate period of the Customer List row.
  2. Select Browse file manager from the menu.
    A pop-up window appears.
  3. Select the file you wish to use.
  4. When you are satisfied, Import the file.
    The file imports into your analysis.
  5. Once the file has loaded, select Continue import.
    You will go to the first step in the import process.

Import using a data connector

Data connectors allow you to import all available data needed for an analysis at once. You can invite a client to connect or connect yourself to a data connector.

Once the file has loaded, select Continue import. You will go to the first step in the import process.

Learn about bulk importing using a connector.

 


Validate the data

Once the file has imported, validate the data by reviewing the file details, the integrity checks, and the column preview. This information will help you determine whether the data has issues or if you can proceed with it as it is.

If the data appears in a grouped format, MindBridge will not be able to analyze it. Select Format data to automatically format the data into an ungrouped format, then proceed with the import process. 

Note: If the file contains multiple sheets, MindBridge will only analyze data on the first sheet in the file. If needed, you can use the split and merge tools in the file manager to extract and combine select sheets from the original file.

File details

These high-level file details can help you be sure that the imported data meets your expectations at a glance.

Integrity checks

These checks include detailed information on every column within the data. They may indicate issues with the file, but will not prevent you from continuing the import process.

Column preview

These statistics can help verify your expectations, and may assist you in finding anomalous data right away.
Import_a_customer_list_-_Data_Validation.gif

When you are satisfied that the data is correct, select Next to continue the import process.

To exit the import process, Close the page. MindBridge will save your progress.


Map columns

Once you are satisfied with the data's integrity, map its columns. Your existing column headers appear as draggable fields beneath Your Data Column Headers

Note: For a detailed list of the expected columns in a customer list, see Data Checklist - Accounts Receivable.
  1. In the Map Columns step, drag and drop a field from Your Data Column Headers to the appropriate field beneath Mapped Columns.
  2. If your data columns do not line up one-to-one with the MindBridge columns, use the more actions icons to split, join, or duplicate columns to make the needed adjustments, or add a column for filtering.
  3. When you are satisfied, select Next to proceed. 
    You will go back to the Data page.

Import_a_customer_list_-_Map_columns_-_v2_with_Data_Validation.gif

To return to the previous page, select Back.

To exit the import process, select Close. You will go back to the Data page and MindBridge will save your progress.


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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