This guide will cover the process of importing a Microsoft Dynamics GP general ledger into MindBridge.
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 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 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|
|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
What do you think of this guide? If you have any feedback, or you think you can help us improve it, then we would love to hear from you! Please contact us at email@example.com. We are offering rewards for any information that leads to the improvement of a guide or the creation of a new one.
Anything else on your mind?