Summary

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

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

Export account mappings

1. Follow the most appropriate course of action:
   
   • If the accounts have not yet been verified, select Verify accounts in line with the analysis name.
   • If the accounts have already been verified, open the more actions menu ( ) in line with the analysis name and select View accounts.
     You will go to the Account grouping step of the Verify accounts workflow.
2. When you are satisfied with your account grouping, select Next.
   You will go to the Account mapping step.
3. Open the Actions menu near the top of the page.
4. Select Export.
5. Select the Account list option — a list of all accounts and associated mappings.
6. Select Export.
   The document will be exported to your designated download location as an .XLSX file.
   
   

Work with exported mappings

The exported account list contains 2 worksheets:

1. The account mapping structure ("Accounts" sheet)
2. The MindBridge Account Classification code system ("MAC Code" sheet)

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 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.

You can copy and paste the appropriate MAC code into the "MAC Code" column (column C) on the "Accounts" sheet.

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

When you are satisfied, save the file.

Import account mappings

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

1. Follow the most appropriate course of action:
   
   • If the accounts have not yet been verified, select Verify accounts in line with the analysis name.
   • If the accounts have already been verified, open the more actions menu ( ) in line with the analysis name and select View accounts.
     You will go to the Account grouping step of the Verify accounts workflow.
2. When you are satisfied with your account grouping, select Next.
   You will go to the Account mapping step.
3. Open the Actions menu.
4. Select Import account list.
   Select the file you want to import.
   Finish importing the file to update the account mappings.
5. Select Next go to the Review step.
6. When you are satisfied with your review, select Done to finalize the process.
   You will go back to the Data page.
   
   

Anything else on your mind? Chat with us or submit a request for further assistance.

Related articles

• Bulk actions for account mapping
• Verify accounts workflow