Account mapping table
Review each suggested mapping. Use the override dropdown to change any target assignment. Exact matches are green, fuzzy matches are yellow, and unmapped accounts are red.
GL Mapping Tool
GL mapping tool for cleaner chart-of-accounts migrations.
The Ledger Summit GL Mapping Tool helps accounting teams match accounts between a source and target chart of accounts before an ERP migration, consolidation, or system conversion. Upload two CSV files, review auto-suggested mappings, override where needed, and export a clean mapping file.
Direct answer
A GL mapping tool compares two charts of accounts and auto-suggests which source accounts correspond to which target accounts based on name similarity, account type, and code patterns so reviewers can finalize the mapping faster.
Browser-only processing
Fuzzy name matching
CSV export of mapping
1. Upload source and target account lists
CSV filesSource accounts
The chart of accounts you are migrating from.
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Target accounts
The chart of accounts you are migrating to.
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Live Tool
GL account mapping in the browser
Upload your source and target charts of accounts, review auto-suggested mappings, override where needed, and export the result.
Privacy-first workflow
Both files are processed entirely inside your browser. No data is uploaded to any server.
What this GL mapping tool is built to solve
Chart-of-accounts migrations are tedious and error-prone. This tool eliminates the manual spreadsheet work of matching accounts one by one.
ERP migrations and system conversions
Match your old chart of accounts to the new structure before go-live.
Consolidation and multi-entity mapping
Align subsidiary accounts to a parent chart of accounts for reporting.
Audit-ready mapping documentation
Export a clean CSV that documents every account mapping decision for the audit trail.
Unmapped target accounts
These target accounts were not matched to any source account. They may be new accounts in the target system or accounts that need manual mapping.
Load source and target charts of accounts independently. The tool auto-detects columns in each file.
Normalized text comparison catches variations in naming conventions, abbreviations, and word order.
Every row has a dropdown to manually select the correct target account when the auto-match is wrong.
Download the finalized mapping as a CSV with source code, source name, target code, target name, and match type.
Guide Below The Tool
How to use a GL mapping tool well
Practical steps for accounting teams running chart-of-accounts migrations, consolidations, or ERP conversions.
A GL mapping tool compares two charts of accounts and suggests which source accounts map to which target accounts based on name similarity, account type, and code patterns.
Controllers, accounting managers, ERP implementation teams, and consultants who need to document account mapping decisions during system migrations.
CSV exports with account code, account name, and optionally account type columns. The tool auto-detects delimiters and maps columns automatically.
Workflow
Four practical steps
Use this tool as the first pass in your migration workflow. The goal is to automate the obvious matches so reviewers can focus on the accounts that genuinely need judgment.
1
Export both charts of accounts
Pull the source and target account lists from your old and new systems as CSV files with account code and name columns.
2
Upload and review column detection
The tool auto-detects account code, account name, and account type columns. Verify the detection is correct before analyzing.
3
Review and override mappings
Check exact matches first, then review fuzzy suggestions. Use the override dropdown to correct any mismatches.
4
Export the mapping file
Download the finalized mapping as a CSV and use it as the migration crosswalk, audit documentation, or ERP import template.
Best Practices
Common pitfalls in chart-of-accounts migrations
These are the issues that cause rework, audit findings, and reporting errors after go-live.
Every account with a balance must have a target. This tool flags unmapped accounts so nothing falls through the cracks.
Abbreviations, extra spaces, and different word order can prevent exact matches. Fuzzy matching catches these.
Mapping an expense account to a liability account will distort financial statements. Type-aware matching helps prevent this.
When multiple source accounts map to a single target, the mapping file should clearly document each decision.
Target accounts with no source mapping may be intentionally new or may indicate a gap in the migration plan.
Exporting the mapping CSV with match types creates a documented record of every mapping decision for auditors.
FAQ
GL mapping tool questions, answered directly
Short, clear answers for accounting teams evaluating this tool for their next migration.
A GL mapping tool helps you match accounts from a source chart of accounts to a target chart of accounts during ERP migrations, consolidations, or system conversions. It auto-suggests mappings based on account names and types so you can review and export a clean mapping file.
No. Both files are processed entirely inside your browser. Your chart of accounts data never leaves your machine, which makes it safe for initial mapping work before involving external platforms.
CSV exports with account code, account name, and optionally account type columns work best. The tool auto-detects delimiters including comma, tab, semicolon, and pipe, so most ERP exports will work without reformatting.
The tool normalizes account names by removing punctuation, converting to lowercase, and standardizing whitespace. It then compares cleaned text using token overlap scoring. Exact normalized matches score highest, followed by partial word matches and account-type alignment.
Yes. If you need recurring mapping logic, multi-entity support, approval routing, historical balance migration, or ERP-specific integrations, Ledger Summit can build a custom migration tool tailored to your chart of accounts structure and workflow.
Next Step
Need a production-grade mapping workflow for your ERP migration?
Use the free mapper for initial account matching. If you need a branded internal tool with approval workflows, multi-entity support, and historical balance tracking, Ledger Summit can build the production version around your actual migration process.
Book a free call