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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 — uses the built-in reference table if skipped)

Only needed if you have an updated CC Mapping Reference Master workbook. Otherwise the app already has the current mapping table built in.

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.