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CivicView: Import the general ledger into MindBridge

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Summary

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


Notes/Prerequisites

Note that the General Ledger column mapping section of this guide is based on data exported using our CivicView: Export the general ledger guide and after transforming using our CivicView: 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 CivicView fields as follows:
MindBridge Column CivicView Field Fields used in MindBridge Used in Analytics* Notes
Account ID Control ACC Required  Yes  
Effective Date Trans Date Required  Yes Appears in format M/D/YYYY
Amount Amount Required  Yes  
Transaction ID Batch Recommended**  Yes Please refer to our Transaction ID guide if one is not readily available. Also, see note ** below this table
Memo 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 Optional No Can be left out as this field will be picked up from the Chart of Accounts
Type Transaction Type 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: CivicView: Transform the general ledger


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