Questions? We have answers.

Yardi: Import the general ledger into MindBridge

  • Updated


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


The recommendations provided in this article are based on data we have gathered at MindBridge that looks at the most common column mappings provided by our users for Yardi.  

It is recommended to always validate the mappings before you complete them, and if in doubt check with your client or business owner. Reach out to the MindBridge Support team for additional assistance. 

Help Us: If you have information that can help us to improve this guide please email We will gladly reward anyone for info that helps us to improve our guidance!

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, we recommend to map the Yardi fields as follows:
MindBridge Column Yardi Column Name Possible Alt Column Mappings Fields used in MindBridge Used in Analytics*
Account ID Account   Required  Yes
Effective Date Date   Required  Yes
Debit Debit   Required  Yes
Credit Credit   Required Yes
Transaction ID Control   Recommended** Yes
Memo Person/Description   Recommended Yes
Account Description Account Name   Optional No
Type Control 1 type Optional Yes
User ID [Not commonly mapped]   Optional No
Entered Date period   Optional Yes

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

** 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

Anything else on your mind? Chat with us or submit a request for further assistance.

Was this article helpful?