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Append account groupings

Article author
Tasha Kociszewski
  • Updated

Summary

Learn how to to add new accounts to the end of the account grouping.


Configuration

You must be an Admin to append account groupings. 


Navigate to the Account groupings tab

  1. Open the sidebar from anywhere in MindBridge.
  2. Select Admin.
  3. Select the Account groupings tab.
    You will see a list view of all the account groupings available in your tenant.


Append account groupings

Note: Existing accounts and mappings cannot be modified or deleted from the account grouping using the append action.

There are 2 ways to append an account grouping once it has been published. 

Export an existing account grouping and append to it

  1. On the Account groupings tab, open the Actions menu in line with the intended account grouping.
  2. Select Export grouping.
    The data exports as an .xlsx file.
  3. Open the file, add the new account grouping code(s) to the bottom of the list, and save your work.
  4. Open the Actions menu again.
  5. Select Append.
    A pop-up window appears.
  6. Select the Excel template to import with drag and drop or browse your computer.
    When you select the file to import, MindBridge begins importing and validating the Excel template.
  7. When validation is complete, select Next to proceed.
  8. If required, select the appropriate MAC code(s), account tags, and/or industry tags.
  9. When you are satisfied, Publish the appended account grouping.

Append a new list to an existing account grouping

  1. On the Account groupings tab, open the Actions menu.
  2. Select Append.
    A pop-up window appears.
  3. Select Next to import the appended file.
  4. Select the Excel template to import with drag and drop or browse your computer.
    When you select the file to import, MindBridge begins importing and validating the Excel template.
  5. When validation is complete, select Next to proceed.
  6. If required, select the appropriate MAC code(s), account tags, and/or industry tags.
  7. When you are satisfied, Publish the appended account grouping.


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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