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Credit Card Load File Generator

Upload the prior-month load file and the current-month credit card transaction file. The account-mapping engine (875 exact vendor mappings, amount-sensitive thresholds, broad vendor rules) runs automatically — you'll get an import-ready CSV plus a validation report in seconds.

1Prior-month load file (required — template + dimension history)

Drag & drop the prior-month import CSV here, or click to browse

2Current-month transaction file (required)

Drag & drop the current-month credit card transaction export (CSV or XLSX), or click to browse

3Mapping reference workbook (optional — for a one-off override; use the Mapping Table tool to change the default)

Only needed if you want to use a different workbook for just this run. Otherwise the app uses your saved mapping table (or the built-in one).

4Generate

Nothing uploads anywhere — all parsing happens in your browser.

Follows Credit Card Load File SOP — rule precedence: credit/offset handling → amount-sensitive rules → broad vendor rules → exact/canonical mapping → prior-month history → manual review.