Summary
Go to the Data page
- Select the logo in the MindBridge sidebar.
You will go to the Organizations page. - Select View in line with the desired organization, or click anywhere in the organization row.
You will go to the Engagements page. - 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.
Select data
MindBridge supports 4 ways to select and import data.
Drag and drop
- On the Data page, drag and drop the file from your computer into the Start of period - Outstanding payables list or the End of period - Outstanding payables list.
- Once the import has completed, Continue to step 1.
You will go to the Data Validation step.
Browse your computer
- On the Data page, select Browse in line with the Start of period - Outstanding payables list or the End of period - Outstanding payables list.
- Select Browse your computer from the menu.
- Select the file you wish to use and Open it.
The file imports into your analysis. - Once the import has completed, Continue to step 1.
You will go to the Data Validation step.
Browse file manager
- On the Data page, select Browse in line with the Start of period - Outstanding payables list or the End of period - Outstanding payables list.
- Select Browse file manager from the menu.
A pop-up window appears. - Select the file you wish to use.
- When you are satisfied, Import the file.
The file imports into your analysis. - Once the import has completed, select Continue to step 1.
You will go to the Data Validation step.
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.
Refer to our article on Bulk importing using a connector.
Data Validation
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.
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 at a glance, and may assist you in finding anomalous data right away.
When you are satisfied that the data is correct, select Next to continue the import process.
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.
- In the Map Columns step, drag and drop a field from Your Data Column Headers to the appropriate field beneath Mapped Columns.
- 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.
- When you are satisfied, select Next to proceed.
You will return to the Data page.

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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