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Microsoft Dynamics Great Plains (GP): Import the general ledger into MindBridge

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Summary

This guide will cover the process of importing a Microsoft Dynamics GP general ledger into MindBridge.


Notes/Prerequisites

Note that the general ledger column mapping section of this guide is based on data exported using our Microsoft Dynamics GP: Export the general ledger guide and after transforming using our Microsoft Dynamics GP: Transform 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 Columns step, map the Microsoft Dynamics GP fields as follows:
MindBridge Column MS Dynamics GP Field Fields used in MindBridge Used in Analytics* Notes
Account ID Account Number Required  Yes  
Effective Date TRX Date Required  Yes Appears in format M/D/YYYY
Debit and Credit Debit Amount and Credit Amount Required  Yes  
Transaction ID Journal Entry Recommended**  Yes Please refer to our Transaction ID guide if one is not readily available. Also, see note ** below this table
Memo Document description or Document entry memo or Document reference Recommended Yes This will enable the Empty Text control point and allow you to see the memo field for each transaction/entry
Account Description Account Description Optional No Can be left out as this field will be picked up from the Chart of Accounts
Type Series Optional Yes  
User ID N/A 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 Notes.

** 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: Microsoft Dynamics GP: Transform the general ledger


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