Creating a new account grouping
To create a new account grouping, import a completed MACv2_AccountGroupingTemplate* Excel file or a CCH group trial balance file as a chunked file. Import the new file using the/import-from-chunked-file endpoint.
This action will create a new account grouping entry and a complete set of account groups and MAC mappings, as defined
in the imported file.
*Note: The exportable template is located at the bottom of the linked article. Once you have the template, follow
the steps linked here to create a new account grouping.
Appending to an existing account grouping
To append to an existing account grouping, export the most current version of your MindBridge account grouping, then add new account groups to the bottom of the account grouping, starting from the first empty row. Next, save the file and import it as a chunked file, then import the new file using the/append-from-chunked-file endpoint. This action will
add the new account groups and mappings to the end of the existing account grouping.
Note: CCH group trial balance files may not be used when appending to an existing account grouping.
Publishing an account grouping
Account groupings must be published before they can be added to a library. In order to be published, errors must be resolved for all account groups within the account grouping, and the lowest-level account categories for each account group must be mapped to a MAC code. To publish an account grouping, set thepublishStatus field to PUBLISHED.
Upon publishing, all the account groups within the account grouping are finalized and can no longer be updated, however
the account grouping can still be appended to. Appending will change the account grouping’s publishStatus
to UNPUBLISHED_CHANGES.
From the UNPUBLISHED_CHANGES, the account grouping can be re-published after fixing all account group errors, then
updating the publishStatus field to PUBLISHED.