This guide will cover the process of importing a Xero general ledger into MindBridge.
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 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.
- At the Map Column step, map the Xero export columns as follows:
|MindBridge Column||Xero Column||Fields Used in MindBridge||Used in Analytics*||Notes|
|Effective Date||JournalDate||Required||Yes||The date format may be ambiguous. MindBridge will provide the option to specify the correct format during ingestion|
|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|
|User ID||Optional||No||Use to sort and filter results for reports|
|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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