How to Avoid Data Formatting (or make it less painful)

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Kate H MindBridge Data Team

We know that one of the most difficult and frustrating parts of using MindBridge is getting your data in the right format to ingest into the system, and we are working hard to make the process more efficient and less painful. But did you know that in many cases, you can already bypass the need to format your data, or at least get exports that require relative simple formatting?

  1. Direct Connectors. If your client is using QuickBooks Online, Sage Intacct, or Xero, you can now connect yourself or have your client connect to pull the data directly into MindBridge: 
    Data connectors: Connect yourself
    FAQ: Client Direct Connection Request
    FAQ: Direct connectors

  2. Quickbooks. If you are unable to set up a direct connector or your client is using QuickBooks Desktop, follow these instructions to export from QuickBooks Online:
    Journal Report - QuickBooks Online
    and from QuickBooks Desktop:
    Journal Report - QuickBooks Desktop
    Then you should be able to import the Excel export files into MindBridge without the need to format them beforehand.

  3. ERP Export Guides. Please consult these guides for other commonly used ERPs for which we were able to get instructions:
    ERP Export Guides – MindBridge
    We are always trying to add more ERPs, so if your client’s ERP is not listed, feel free to check back periodically, as well as leave a comment below!



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