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Xero: Import the general ledger into MindBridge

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Summary

This guide will cover the process of importing a Xero general ledger into MindBridge.


Notes/Prerequisites

Note that the general ledger column mapping section of this guide is based on data exported using our Xero: Export the general ledger guide.


Import Data

  1. Import your general ledger file into MindBridge through the File Manager, or by importing directly to the General Ledger section on the Data page. For step-by-step instructions, follow our Import a general ledger guide until the Map Columns step.
  2. At the Map Column step, map the Xero export columns as follows:
MindBridge Column Xero Column Fields Used in MindBridge Used in Analytics* Notes
Account ID AccountCode Required Yes  
Effective Date JournalDate Required Yes The date format may be ambiguous. MindBridge will provide the option to specify the correct format during ingestion
Amount NetAmount Required Yes  
Transaction ID JournalNumber Recommended** Yes Please refer to our Transaction ID guide if one is not readily available. Also see note ** below this table.
Memo Description Recommended Yes This will enable the Empty Text control point and allow you to see the memo field for each transaction/entry
Account Description AccountName Optional No Can be left out as this field will be picked up from the Chart of Accounts
Type Name/Reference Optional Yes  
User ID   Optional No Use to sort and filter results for reports
Entered Date   Optional Yes  
Source Source Optional No Use to sort and filter results for reports

* Optional columns, even if not used in the analytics, can be included for filtering and other visualizations, as indicated under Additional Details.

** Transaction ID is required but does not necessarily need to be in one single column. In the Review Data step of the ingestion process, MindBridge will recommend a transaction ID based on your data, or you can choose and/or combine different columns to create one. For more information: Understand Transaction ID and data integrity.


Previous step: Xero: Transform the general ledger


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