Questions? We have answers.

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 a .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 engagement's Data page.


Export account mappings

  1. In the analysis' Account Mapping section, select Verify. If the accounts have already been verified, you will see View instead.
    You will go to the Account Mapping page.
  2. Open the Additional options menu.
  3. Select Export Account List.


Work with exported mappings

The exported Account Mappings file contains 2 worksheets: 

  1. The account mapping structure ("Accounts" sheet)
  2. MindBridge's account ontology ("MAC Code" sheet)
image__13___1_.png

 

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 MAC code from the "MAC Code" worksheet.

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

The “MAC codes” worksheet contains all available MAC codes. 

image__14___1_.png

 

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

image__15___1_.png

 

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

Auto_Switch_in_Excel.gif


Import account mappings

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

  1. In the analysis' Account Mapping section, select Verify. If the accounts have already been verified, you will see View instead.
    You will go to the Account Mapping page.
  2. Open the Additional options menu.
  3. Select Import Account List.
    You will be taken to the import wizard used to import the chart of accounts.
  4. Import 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.


Related Article

Share this:

Was this article helpful?

Comments

0 comments

Please sign in to leave a comment.