Summary

A vendor list is a document that provides information about an entity's vendors. 

Learn how to import a vendor list into an accounts payable analysis.

• Select files to import
• Step 1: Data validation
• Step 2: Map columns
  
  

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, use the sidebar to go to the Data ( ) page.

Select files to import

MindBridge supports several ways to select and import files.

Method 1: Drag and drop or browse

1. On the Data page, drag and drop the file from your computer into the appropriate period of the Vendor List row, or select Browse... to find it on your computer.
2. Once the file has loaded, select Continue. You will go to the Data Validation step in the import process.

Method 2: Browse file manager

1. On the Data page, select Browse... in the appropriate period of the Vendor List row.
2. Select Browse file manager from the menu. A selection window appears.
3. Select the file you want to use.
4. When you are satisfied, Import the file. The file imports into your analysis.
5. Once the file has loaded, select Continue. You will go to Data Validation, the first step in the import process.

Method 3: Import using a data connector

Data connectors allow you to import all available data needed for analysis at once.

1. On the Data page, you can invite a client to connect or connect yourself to a data connector.
2. Once the file has loaded, select Continue. You will go to the Data Validation step in the import process.

Learn about bulk importing using a connector.

Step 1: Data validation

This is the first step of the import process, where you can verify the accuracy and completeness of the data by reviewing file details and integrity checks performed on the data. You can reveal additional details by expanding the column preview section. These details can help you determine whether the data has critical 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.

Note: MindBridge will only analyze data on the first sheet in the file. If you have relevant data across multiple sheets, use the split and merge tools in the File manager ( ) to extract and combine select sheets from the original file.

When you are satisfied that the data is correct, select Next to continue the import process.

To exit the import process, select Close. You will go back to the Data page and MindBridge will save your progress.

Step 2: Map columns

This step allows you to map data fields from the imported file to MindBridge's required columns, so MindBridge can effectively read, understand, and apply analytics to the data.

MindBridge will attempt to map columns based on their name, so it's important to verify that all mappings are correct.

1. Drag and drop a field from Your Data Column Headers to the appropriate field beneath Mapped Columns.
2. 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, or add a column for filtering.
3. When you are satisfied, select Next to proceed. Your file will be imported and you will go back to the Data page.

To return to the previous page, select Back.

To exit the import process, select Close. You will go back to the Data page and MindBridge will save your progress.

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