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Export and re-import account mappings

Article author
Jonathon Plowman-Samson
  • Updated

Summary

You can map your accounts from within MindBridge, or, export account mappings as an .XLSX spreadsheet and map them manually.

Learn how to export and re-import account mappings to your 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.

 

Export account mappings

  1. Open the more actions menu (3 dot icon) in line with the analysis name.
  2. Select Verify mapping or View mappings, depending on whether or not the accounts have been mapped yet.
    You will go to the Account mapping page.
  3. Open the Actions menu.
  4. Select Export.
    The account list will export as a .xlsx file.


Work with exported mappings

The exported account mappings file contains 2 worksheets: 

  1. The account mapping structure ("Accounts" sheet)
  2. MindBridge Account Classification code system ("MAC Code" sheet)
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The "Accounts" worksheet contains a series of "VLOOKUP ()" formulas. These Excel formulas are used to find specific values in a worksheet. Use this formula to locate the appropriate account MindBridge Account Classification (MAC) code from the "MAC Code" sheet, which contains all available MAC codes. 

For more information on VLOOKUP () formulas, review this Microsoft video.

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Copy and paste the appropriate MAC code into the "MAC Code" column (column C) in the "Accounts" sheet.

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When adding a MAC code, the lower account levels update to match the new code.

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Import account mappings

Once satisfied with your account mappings, import the file back into MindBridge.

  1. Open the more actions menu (3 dot icon) in line with the analysis name.
  2. Select Verify mapping or View mappings, depending on whether or not the accounts have been mapped yet.
    You will go to the Account mapping page.
  3. Open the Actions menu.
  4. Select Import account list.
    You will be taken to the import wizard used to import the chart of accounts.
  5. Finish importing the new file to update the account mappings.


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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