Before you can make a data formatting request, you’ll need to perform the following procedures:
To perform this task, you’ll need to navigate to your analysis' Data page.
Once you've performed the prerequisite tasks and navigated to your analysis' Data page, click Get Assistance within the analysis that requires data formatting support.
The Get Assistance modal will appear on your screen. In the MindBridge assist section, provide a due date, any comments you see fit and check the “I agree to grant access” checkbox.
When adding comments, be sure to include the following:
- That you require data formatting support
- If you need support combining multiple files, specify that in the comments section and our team will get in touch with you to arrange the data exchange process.
- For General Ledger formatting, specify what the account number should look like. For example which column contains the correct account number or specify any modifications that must be applied (i.e. extract the last 6 digits for the account number, remove dashes).
Here are 2 example comments:
“I need GLFileA.csv which contains multiple sheets, combined into a single sheet and have uploaded as one complete general ledger file. Finally, I need my OpeningBalance.csv to be formatted so MindBridge can ingest it. Thank you very much!”
“I need GLFileA.csv combined with GLFileB.csv to have uploaded as one complete general ledger file. Please let me know where I should be uploading the files to be combined and uploaded into the tool. Thank you very much!”
Once your data formatting support request has been submitted, you'll get a notification on your screen confirming that you granted MindBridge access to this engagement.
You'll also get an email notification.
Our team will then get in touch with you to arrange the data exchange process.