Summary

Before running an analysis, it is important to verify the account mapping and make adjustments if needed. For analysis integrity, each account must be mapped to the most appropriate MindBridge Account Classification ("MAC") code.

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

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

• Export account mappings
• Work with exported mappings
• Import account mappings
  
  

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. Select Next (located at the bottom-right corner of the page). You will go to the Account mapping step.
3. Open the Actions menu (located near the top of the page).
4. Select Export. A selection window will appear.
5. Select Account list.
6. Select Export. A spreadsheet with all accounts and associated mappings will be exported to your designated download location.

Select Cancel anytime to go back to the Account mapping step without exporting.

Work with exported mappings

The exported account list contains 2 worksheets:

1. Accounts: The account mapping structure
2. MAC code: The MAC code system

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

When you are satisfied with your account mappings, you can 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. Select Next (located at the bottom-right corner of the page). You will go to the Account mapping step.
3. Open the Actions menu (located above the account mapping table).
4. Select Import account list.
5. Select the file you want to import. Once the file has loaded, you will be brought to the Data Validation step of the import process.
6. Review the file details, integrity checks, and column preview on this step. When you are satisfied that everything is correct, select Next (located at the bottom-right side of the screen) to go to the next step, Map columns.
7. Review the mapped columns, and if desired, drag and drop your data column headers (on the left side of the page) into empty slots below Mapped Columns (on the right side of the page).
8. When you are satisfied that everything is correct, select Next (located at the bottom-right side of the screen) to finish the import process. You will return to the Data page.

To view or verify that the account mappings are correct:

1. Return to the Verify accounts workflow (as outlined in step 1 above).
2. Select Next (located at the bottom-right side of the screen) to go to the next step, Account mapping.
3. Ensure that each of the accounts is mapped to the most appropriate MAC code, then select Next go to the Review step.
4. When you are satisfied with your review, select Done to finalize the account grouping. The accounts will be verified and you will go back to the Data page where you can run or re-run your analyses.
   
   

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